Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 2025

Gen Wealth Partners Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 643 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.4B, Msci Eafe Value ETF with a value of $8.22B, Blackrock ETF Tr U S Equity Fa with a value of $8.03B, Ishares S&P 500 Growth ETF with a value of $7.73B, and Ishares Msci Usa Quality Facto with a value of $7.42B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $240B to 259B.

Gen Wealth Partners Inc is based out at Zeeland, MI

Below you can find more details about Gen Wealth Partners Inc portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
ETFs: $104 Billion
Industrials: $24.4 Billion
Technology: $24 Billion
Consumer Defensive: $20.4 Billion
Financial Services: $20.3 Billion
Healthcare: $18.5 Billion
Consumer Cyclical: $14.6 Billion
Communication Services: $6.07 Billion
Other: $15.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$3.32 Billion 1.28% of portfolio
33,935
Q2 2025 Reduced 1.81%
$3.95T
$3.24 Billion 1.25% of portfolio
6,514
Q2 2025 Reduced 1.44%
$368B
$2.84 Billion 1.1% of portfolio
17,807
Q2 2025 Added 5.64%
$210B
$2.68 Billion 1.03% of portfolio
9,091
Q2 2025 Reduced 8.66%
$218B
$2.56 Billion 0.99% of portfolio
6,595
Q2 2025 Added 3.05%
$152B
$2.35 Billion 0.91% of portfolio
8,422
Q2 2025 Added 9.73%
$452B
$2.23 Billion 0.86% of portfolio
14,568
Q2 2025 Added 0.03%
$222B
$2.19 Billion 0.85% of portfolio
7,509
Q2 2025 Reduced 3.35%
$2.26T
$2.21 Billion 0.85% of portfolio
10,052
Q2 2025 Added 2.03%
$859B
$2.14 Billion 0.82% of portfolio
7,370
Q2 2025 Reduced 3.42%
$456B
$2.08 Billion 0.8% of portfolio
13,188
Q2 2025 Added 15.41%
$306B
$2.04 Billion 0.79% of portfolio
28,877
Q2 2025 Reduced 1.74%
$92.8B
$1.93 Billion 0.75% of portfolio
5,625
Q2 2025 Added 2.46%
$3.69T
$1.85 Billion 0.71% of portfolio
9,019
Q2 2025 Added 4.64%
$87.3B
$1.85 Billion 0.71% of portfolio
12,121
Q2 2025 Reduced 1.86%
$302B
$1.81 Billion 0.7% of portfolio
12,656
Q2 2025 Added 7.69%
$551B
$1.73 Billion 0.67% of portfolio
4,882
Q2 2025 Reduced 9.12%
$254B
$1.72 Billion 0.66% of portfolio
2,431
Q2 2025 Added 1.76%
$405B
$1.65 Billion 0.64% of portfolio
4,512
Q2 2025 Added 5.08%
$124B
$1.62 Billion 0.63% of portfolio
5,255
Q2 2025 Added 3.83%
$227B
$1.57 Billion 0.61% of portfolio
4,927
Q2 2025 Added 2.56%
$139B
$1.59 Billion 0.61% of portfolio
7,577
Q2 2025 Reduced 7.82%
$207B
$1.58 Billion 0.61% of portfolio
12,742
Q2 2025 Added 2.8%
-
$1.52 Billion 0.59% of portfolio
-
Q2 2025 Added 93.45%
$94.4B
$1.54 Billion 0.59% of portfolio
21,627
Q2 2025 Added 6.25%
$182B
$1.48 Billion 0.57% of portfolio
34,286
Q2 2025 Added 1.18%
$684B
$1.47 Billion 0.57% of portfolio
6,703
Q2 2025 Added 2.67%
$70.9B
$1.46 Billion 0.56% of portfolio
16,077
Q2 2025 Added 7.83%
$14.1B
$1.44 Billion 0.56% of portfolio
3,222
Q2 2025 Added 6.27%
$146B
$1.44 Billion 0.55% of portfolio
6,163
Q2 2025 Added 3.18%
$22.4B
$1.42 Billion 0.55% of portfolio
14,745
Q2 2025 Added 9.88%
$61.9B
$1.42 Billion 0.55% of portfolio
5,293
Q2 2025 Reduced 3.5%
$203B
$1.41 Billion 0.54% of portfolio
17,802
Q2 2025 Added 15.31%
$17.3B
$1.38 Billion 0.53% of portfolio
18,187
Q2 2025 Added 1.81%
$202B
$1.34 Billion 0.52% of portfolio
10,177
Q2 2025 Added 8.82%
$232B
$1.23 Billion 0.48% of portfolio
4,525
Q2 2025 Added 8.41%
$201B
$1.19 Billion 0.46% of portfolio
1,516
Q2 2025 Added 5.87%
$439B
$1.12 Billion 0.43% of portfolio
1,134
Q2 2025 Added 3.37%
$245B
$1.11 Billion 0.43% of portfolio
3,568
Q2 2025 Reduced 10.67%
$38.4B
$1.09 Billion 0.42% of portfolio
3,628
Q2 2025 Reduced 0.96%
$102B
$1.08 Billion 0.42% of portfolio
5,901
Q2 2025 Added 6.57%
$1.78T
$1.07 Billion 0.41% of portfolio
1,446
Q1 2025 Reduced 0.07%
$19.4B
$1.04 Billion 0.4% of portfolio
2,030
Q2 2025 New
$22.7B
$1.03 Billion 0.4% of portfolio
4,678
Q2 2025 Reduced 0.02%
$28.5B
$1.01 Billion 0.39% of portfolio
17,876
Q2 2025 Added 2.98%
$6.58B
$1.01 Billion 0.39% of portfolio
19,057
Q2 2025 Added 16.13%
$11.6B
$1.02 Billion 0.39% of portfolio
5,659
Q2 2025 Added 246.33%
$141B
$1 Billion 0.39% of portfolio
28,026
Q2 2025 Added 6.86%
$33.7B
$1 Billion 0.39% of portfolio
15,974
Q2 2025 Reduced 4.41%

Summary

  • Portfolio
  • No. of Stocks 643
  • Current Value $259 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email