Gen Wealth Partners Inc Sells in Q2 2025

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-76.1K
- 29.26%
$58.41 - $72.69 $4.44M - $5.53M
184K $13.4B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-35.4K
- 77.31%
$50.08 - $63.14 $1.78M - $2.24M
10.4K $657M
UNH
Unitedhealth Group Inc

Healthcare
-426
- 10.67%
$274.35 - $599.47 $117K - $255K
3.57K $1.11B
HSY
Hershey CO

Consumer Defensive
-4.91K
- 99.65%
$151.29 - $173.13 $743K - $850K
17 $2.82M
HEFA
Ishares Currency Hedged Msci E

ETFs
-23.3K
- 70.13%
$32.11 - $38.21 $748K - $890K
9.93K $377M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-14.7K
- 16.43%
$22.68 - $23.28 $333K - $342K
74.7K $1.74B
MCD
Mcdonalds Corp

Consumer Cyclical
-260
- 3.35%
$285.55 - $321.23 $74.2K - $83.5K
7.51K $2.19B
POOL
Pool Corp

Industrials
-653
- 82.55%
$285.0 - $325.66 $186K - $213K
138 $40.2M
SJM
J M Smucker CO

Consumer Defensive
-525
- 7.52%
$94.41 - $118.52 $49.6K - $62.2K
6.46K $634M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.21K
- 10.23%
$45.12 - $46.23 $190K - $195K
36.9K $1.71B
V
Visa Inc.

Financial Services
-490
- 9.12%
$308.27 - $373.31 $151K - $183K
4.88K $1.73B
BFB
Brown Forman Corp Cl B
-1.16K
- 7.62%
N/A
14K $377M
CLX
Clorox CO

Consumer Defensive
-165
- 4.72%
$118.01 - $148.69 $19.5K - $24.5K
3.33K $400M
ED
Consolidated Edison Inc

Utilities
-463
- 7.89%
$98.05 - $113.3 $45.4K - $52.5K
5.41K $543M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.38K
- 39.93%
$78.98 - $90.1 $109K - $125K
2.08K $187M
Kenvue Inc Com
-1.08K
- 4.68%
N/A
21.9K $458M
PHYL
Pgim ETF Tr

ETFs
-2.1K
- 52.19%
$33.41 - $35.49 $70.2K - $74.6K
1.93K $68.3M
GLDM
World Gold Trust

ETFs
-1.41K
- 23.98%
$58.96 - $67.97 $82.8K - $95.5K
4.46K $292M
DE
Deere & CO

Industrials
-174
- 38.5%
$412.99 - $531.48 $71.9K - $92.5K
278 $141M
DOW
Dow Inc.

Basic Materials
-1.73K
- 67.92%
$25.81 - $34.89 $44.8K - $60.5K
819 $21.7M
CTAS
Cintas Corp

Industrials
-543
- 17.39%
$190.11 - $227.66 $103K - $124K
2.58K $575M
AJG
Arthur J. Gallagher & Co.

Financial Services
-107
- 8.51%
$310.86 - $348.77 $33.3K - $37.3K
1.15K $368M
AMCR
Amcor PLC

Consumer Cyclical
-3.87K
- 7.25%
$8.57 - $9.81 $33.2K - $38K
49.5K $455M
KO
Coca Cola CO

Consumer Defensive
-512
- 1.74%
$68.37 - $73.9 $35K - $37.8K
28.9K $2.04B
HRL
Hormel Foods Corp

Consumer Defensive
-1.54K
- 8.09%
$29.11 - $31.44 $44.8K - $48.4K
17.5K $529M
HWM
Howmet Aerospace Inc.

Industrials
-1.1K
- 42.15%
$112.33 - $186.13 $123K - $204K
1.5K $280M
CB
Chubb LTD

Financial Services
-99
- 4.95%
$274.32 - $302.46 $27.2K - $29.9K
1.9K $550M
ATO
Atmos Energy Corp

Utilities
-321
- 8.43%
$145.06 - $162.66 $46.6K - $52.2K
3.49K $537M
ROP
Roper Technologies Inc

Industrials
-32
- 2.34%
$519.19 - $590.78 $16.6K - $18.9K
1.33K $756M
ESS
Essex Property Trust, Inc.

Real Estate
-11
- 0.59%
N/A
1.84K $522M
American Healthcare Reit Inc Com Shs
-1.48K
- 71.71%
N/A
585 $21.5M
SYY
Sysco Corp

Consumer Defensive
-573
- 8.26%
$68.0 - $75.91 $39K - $43.5K
6.36K $482M
GPC
Genuine Parts CO

Consumer Cyclical
-392
- 8.78%
$105.54 - $129.09 $41.4K - $50.6K
4.07K $494M
AFL
Aflac Inc

Financial Services
-69
- 1.3%
$99.77 - $112.45 $6.88K - $7.76K
5.23K $551M
TRV
Travelers Companies, Inc.

Financial Services
-192
- 3.5%
$233.83 - $276.34 $44.9K - $53.1K
5.29K $1.42B
CHKP
Check Point Software Technologies LTD

Technology
-1
- 0.02%
$204.26 - $233.47 $204 - $233
4.68K $1.03B
F
Ford Motor CO

Consumer Cyclical
-3.05K
- 52.36%
$8.69 - $10.85 $26.5K - $33.1K
2.78K $30.1M
CAH
Cardinal Health Inc

Healthcare
-976
- 21.73%
$125.0 - $168.0 $122K - $164K
3.52K $591M
EXPD
Expeditors International Of Washington Inc

Industrials
-4
- 0.09%
$102.84 - $122.24 $411 - $489
4.49K $513M
CION
Cion Investment Corp

Financial Services
-1.8K
- 15.91%
$8.68 - $10.48 $15.6K - $18.8K
9.5K $90.9M
COP
Conocophillips

Energy
-38
- 2.6%
$82.66 - $106.1 $3.14K - $4.03K
1.43K $128M
TJX
Tjx Companies Inc

Consumer Cyclical
-202
- 9.23%
$119.13 - $135.03 $24.1K - $27.3K
1.99K $245M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-276
- 14.33%
$90.56 - $109.49 $25K - $30.2K
1.65K $180M
IRBO
Ishares Robotics & Artificial

ETFs
-823
- 61.56%
N/A
514 $21.1M
AMT
American Tower Corp

Real Estate
-115
- 8.75%
$203.96 - $228.19 $23.5K - $26.2K
1.2K $265M
WST
West Pharmaceutical Services Inc

Healthcare
-43
- 2.2%
$190.39 - $227.7 $8.19K - $9.79K
1.91K $418M
MDT
Medtronic PLC

Healthcare
-13
- 0.2%
$80.68 - $88.86 $1.05K - $1.16K
6.37K $555M
O
Realty Income Corp

Real Estate
-228
- 2.4%
$52.27 - $58.52 $11.9K - $13.3K
9.26K $533M
WM
Waste Management Inc

Industrials
-56
- 4.57%
$216.47 - $242.1 $12.1K - $13.6K
1.17K $267M
Activity Summary
Buys All Purchases 212 New Holdings 47 Increased Positions 165 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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