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
$538M
$12 Million 0.0% of portfolio
6,131
Q3 2024 New
$3.63B
$4.66 Million 0.0% of portfolio
240
Q2 2025 New
$743M
$8.76 Million 0.0% of portfolio
168
Q3 2024 New
$39B
$672,000 0.0% of portfolio
5
Q1 2024 New
$15.9B
$6.96 Million 0.0% of portfolio
55
Q1 2024 New
$50.9B
$638,000 0.0% of portfolio
5
Q2 2025 New
$0
$6.12 Million 0.0% of portfolio
395
Q1 2024 New
$141M
$1.86 Million 0.0% of portfolio
3,000
Q4 2024 New
$17.9B
$124,000 0.0% of portfolio
1
Q4 2024 New
$10.9B
$9.18 Million 0.0% of portfolio
38
Q1 2025 Reduced 29.63%
$0
$5.99 Million 0.0% of portfolio
495
Q1 2024 New
$1.18B
$463,000 0.0% of portfolio
23
Q1 2024 New
$1.58B
$306,000 0.0% of portfolio
18
Q1 2024 New

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
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