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
$46.3B
$980 Million 0.38% of portfolio
1,700
Q2 2025 Added 11.26%
$47.7B
$959 Million 0.37% of portfolio
6,592
Q2 2025 Added 7.61%
$80.3B
$948 Million 0.37% of portfolio
255
Q2 2025 Added 0.39%
$152B
$935 Million 0.36% of portfolio
3,128
Q2 2025 Added 15.89%
$79.5B
$914 Million 0.35% of portfolio
5,301
Q2 2025 Added 19.47%
$131B
$915 Million 0.35% of portfolio
13,251
Q2 2025 Added 36.37%
$28.7B
$903 Million 0.35% of portfolio
769
Q2 2025 Added 18.86%
$39.2B
$880 Million 0.34% of portfolio
481
Q2 2025 Added 8.09%
$185B
$877 Million 0.34% of portfolio
2,162
Q2 2025 Added 35.72%
$27B
$889 Million 0.34% of portfolio
21,177
Q2 2025 Added 93.2%
$75.6B
$846 Million 0.33% of portfolio
3,138
Q2 2025 Reduced 0.82%
$235B
$817 Million 0.32% of portfolio
6,007
Q2 2025 Reduced 1.49%
$53.5B
$815 Million 0.31% of portfolio
4,731
Q2 2025 Added 26.77%
$50.4B
$778 Million 0.3% of portfolio
748
Q2 2025 Reduced 0.66%
$80.6B
$786 Million 0.3% of portfolio
3,177
Q2 2025 Added 1.05%
$54B
$756 Million 0.29% of portfolio
1,334
Q2 2025 Reduced 2.34%
$444B
$729 Million 0.28% of portfolio
1
Q3 2024 New
$89.3B
$721 Million 0.28% of portfolio
2,473
Q2 2025 Reduced 1.71%
$331B
$703 Million 0.27% of portfolio
5,156
Q2 2025 Reduced 0.19%
$1.5T
$661 Million 0.26% of portfolio
3,753
Q1 2025 Reduced 0.87%
$77.5B
$638 Million 0.25% of portfolio
4,785
Q2 2025 Added 0.21%
$390B
$653 Million 0.25% of portfolio
3,519
Q2 2025 Added 0.72%
$143B
$641 Million 0.25% of portfolio
1,619
Q2 2025 Added 14.9%
$11.2B
$634 Million 0.24% of portfolio
6,455
Q2 2025 Reduced 7.52%
$12.1B
$609 Million 0.24% of portfolio
25,545
Q2 2025 Reduced 1.64%
$39B
$591 Million 0.23% of portfolio
3,515
Q2 2025 Reduced 21.73%
$33.6B
$586 Million 0.23% of portfolio
11,095
Q2 2025 Reduced 10.05%
$20.3B
$575 Million 0.22% of portfolio
2,579
Q2 2025 Reduced 17.39%
$24.6B
$572 Million 0.22% of portfolio
3,838
Q2 2025 Reduced 1.79%
$18B
$558 Million 0.22% of portfolio
5,436
Q2 2025 Reduced 1.11%
$22.9B
$537 Million 0.21% of portfolio
3,487
Q2 2025 Reduced 8.43%
$34.2B
$543 Million 0.21% of portfolio
5,407
Q2 2025 Reduced 7.89%
$24.1B
$541 Million 0.21% of portfolio
2,951
Q2 2025 Added 1.41%
$36.9B
$533 Million 0.21% of portfolio
9,256
Q2 2025 Reduced 2.4%
$69B
$551 Million 0.21% of portfolio
5,228
Q2 2025 Reduced 1.3%
$113B
$550 Million 0.21% of portfolio
1,899
Q2 2025 Reduced 4.95%
$64.5B
$546 Million 0.21% of portfolio
1,935
Q2 2025 Added 2.44%
$126B
$555 Million 0.21% of portfolio
6,365
Q2 2025 Reduced 0.2%
$17.7B
$522 Million 0.2% of portfolio
1,842
Q2 2025 Reduced 0.59%
$36.7B
$511 Million 0.2% of portfolio
3,948
Q2 2025 Added 7.72%
$26B
$525 Million 0.2% of portfolio
4,738
Q1 2025 Reduced 15.59%
$21.9B
$509 Million 0.2% of portfolio
8,007
Q2 2025 Added 0.19%
$9.39B
$512 Million 0.2% of portfolio
8,169
Q2 2025 Added 28.5%
$12.8B
$510 Million 0.2% of portfolio
2,380
Q2 2025 Added 5.82%
$138B
$530 Million 0.2% of portfolio
7,640
Q2 2025 Added 0.43%
$177B
$522 Million 0.2% of portfolio
990
Q1 2025 Reduced 13.01%
$13.6B
$529 Million 0.2% of portfolio
17,486
Q2 2025 Reduced 8.09%
$20.4B
$513 Million 0.2% of portfolio
4,489
Q2 2025 Reduced 0.09%
$16.7B
$517 Million 0.2% of portfolio
5,390
Q2 2025 Added 2.22%

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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