Gen Wealth Partners Inc Reduced Holdings in Q1 2025

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
-7
- 8.43%
$121.01 - $149.31 $847 - $1.05K
76 $11.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 11.86%
$442.66 - $534.52 $3.1K - $3.74K
52 $27.7M
AFL
Aflac Inc

Financial Services
-388
- 6.82%
$100.99 - $111.19 $39.2K - $43.1K
5.3K $589M
APD
Air Products & Chemicals, Inc.

Basic Materials
-28
- 1.46%
$283.24 - $338.07 $7.93K - $9.47K
1.89K $557M
DUK
Duke Energy Corp

Utilities
-55
- 8.77%
$105.87 - $121.97 $5.82K - $6.71K
572 $69.8M
SCHW
Schwab Charles Corp

Financial Services
-4
- 0.66%
$71.24 - $83.64 $285 - $335
601 $47M
ETR
Entergy Corp

Utilities
-44
- 6.59%
$75.26 - $87.89 $3.31K - $3.87K
624 $53.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-73
- 1.86%
$32.74 - $36.2 $2.39K - $2.64K
3.85K $135M
DTE
Dte Energy CO

Utilities
-50
- 8.29%
$117.6 - $138.27 $5.88K - $6.91K
553 $76.5M
CINF
Cincinnati Financial Corp

Financial Services
-81
- 2.03%
$133.67 - $147.81 $10.8K - $12K
3.91K $577M
AMCR
Amcor PLC

Consumer Cyclical
-1K
- 1.84%
$9.33 - $10.39 $9.33K - $10.4K
53.4K $518M
GPC
Genuine Parts CO

Consumer Cyclical
-37
- 0.82%
$115.91 - $129.02 $4.29K - $4.77K
4.47K $532M
PM
Philip Morris International Inc.

Consumer Defensive
-235
- 20.28%
$117.15 - $158.79 $27.5K - $37.3K
924 $147M
MO
Altria Group, Inc.

Consumer Defensive
-146
- 6.67%
$50.81 - $60.02 $7.42K - $8.76K
2.04K $123M
ATO
Atmos Energy Corp

Utilities
-351
- 8.44%
$136.51 - $154.58 $47.9K - $54.3K
3.81K $589M
JKHY
Henry Jack & Associates Inc

Technology
-10
- 0.61%
$166.47 - $191.28 $1.66K - $1.91K
1.63K $298M
ESS
Essex Property Trust, Inc.

Real Estate
-99
- 5.07%
N/A
1.85K $568M
SYK
Stryker Corp

Healthcare
-17
- 1.19%
$355.18 - $399.9 $6.04K - $6.8K
1.41K $525M
Kenvue Inc Com
-2.2K
- 8.75%
N/A
23K $551M
MDT
Medtronic PLC

Healthcare
-599
- 8.59%
$79.84 - $94.5 $47.8K - $56.6K
6.38K $573M
BRO
Brown & Brown, Inc.

Financial Services
-875
- 15.59%
$100.54 - $124.4 $88K - $109K
4.74K $589M
WPC
W. P. Carey Inc.

Real Estate
-118
- 3.72%
$53.5 - $65.05 $6.31K - $7.68K
3.06K $193M
AEP
American Electric Power CO Inc

Utilities
-138
- 6.65%
$90.32 - $109.27 $12.5K - $15.1K
1.94K $212M
CMS
Cms Energy Corp

Utilities
-116
- 3.25%
$64.99 - $75.11 $7.54K - $8.71K
3.46K $260M
DGX
Quest Diagnostics Inc

Healthcare
-13
- 0.75%
N/A
1.72K $292M
O
Realty Income Corp

Real Estate
-234
- 2.41%
$51.67 - $58.49 $12.1K - $13.7K
9.48K $550M
KMB
Kimberly Clark Corp

Consumer Defensive
-97
- 2.41%
$124.46 - $147.4 $12.1K - $14.3K
3.92K $558M
WM
Waste Management Inc

Industrials
-13
- 1.05%
$200.54 - $233.78 $2.61K - $3.04K
1.23K $284M
CB
Chubb LTD

Financial Services
-61
- 2.96%
$257.71 - $301.99 $15.7K - $18.4K
2K $603M
CAH
Cardinal Health Inc

Healthcare
-409
- 8.35%
$118.02 - $137.77 $48.3K - $56.3K
4.49K $619M
EXPD
Expeditors International Of Washington Inc

Industrials
-24
- 0.53%
$109.09 - $126.48 $2.62K - $3.04K
4.49K $540M
RTX
Raytheon Technologies Corp

Industrials
-16
- 0.62%
$114.1 - $135.66 $1.83K - $2.17K
2.57K $340M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-6
- 2.43%
$1187.71 - $1432.58 $7.13K - $8.6K
241 $345M
FAST
Fastenal CO

Industrials
-112
- 1.01%
$71.11 - $79.98 $7.96K - $8.96K
11K $850M
Linde PLC Shs
-59
- 3.38%
N/A
1.69K $785M
CTAS
Cintas Corp

Industrials
-54
- 1.7%
$182.09 - $208.14 $9.83K - $11.2K
3.12K $642M
XOM
Exxon Mobil Corp

Energy
-212
- 2.61%
$105.44 - $118.93 $22.4K - $25.2K
7.92K $942M
ROP
Roper Technologies Inc

Industrials
-52
- 3.67%
$502.71 - $593.81 $26.1K - $30.9K
1.37K $805M
ED
Consolidated Edison Inc

Utilities
-95
- 1.59%
$88.0 - $110.59 $8.36K - $10.5K
5.87K $649M
IBM
International Business Machines Corp

Technology
-373
- 3.61%
$217.4 - $264.74 $81.1K - $98.7K
9.95K $2.47B
EFV
Msci Eafe Value ETF

ETFs
-6.94K
- 6.94%
$51.88 - $60.73 $360K - $421K
93K $5.48B
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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