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
$42.4B
$508 Million 0.2% of portfolio
3,938
Q2 2025 Added 0.36%
$17.5B
$501 Million 0.19% of portfolio
28,750
Q1 2025 Reduced 6.5%
$9.28B
$496 Million 0.19% of portfolio
7,563
Q2 2025 Reduced 1.12%
$25.4B
$486 Million 0.19% of portfolio
4,276
Q2 2025 Reduced 6.94%
$19.7B
$494 Million 0.19% of portfolio
4,073
Q2 2025 Reduced 8.78%
$11.6B
$495 Million 0.19% of portfolio
7,309
Q2 2025 Added 23.46%
$8.03B
$493 Million 0.19% of portfolio
5,188
Q2 2025 Added 4.32%
$41.8B
$482 Million 0.19% of portfolio
6,360
Q2 2025 Reduced 8.26%
$12.3B
$455 Million 0.18% of portfolio
49,500
Q2 2025 Reduced 7.25%
$166B
$471 Million 0.18% of portfolio
2,123
Q2 2025 Added 0.66%
$23.7B
$442 Million 0.17% of portfolio
4,583
Q2 2025 Reduced 1.63%
$40.9B
$453 Million 0.17% of portfolio
4,592
Q2 2025 Added 16.22%
$19B
$418 Million 0.16% of portfolio
1,910
Q2 2025 Reduced 2.2%
$82.4B
$426 Million 0.16% of portfolio
1,361
Q1 2025 Reduced 4.56%
-
$377 Million 0.15% of portfolio
-
Q2 2025 Reduced 7.62%
$15.5B
$400 Million 0.15% of portfolio
3,332
Q2 2025 Reduced 4.72%
$61.6B
$368 Million 0.14% of portfolio
1,151
Q2 2025 Reduced 8.51%
$168B
$354 Million 0.14% of portfolio
915
Q1 2025 Reduced 1.19%
$15.6B
$305 Million 0.12% of portfolio
1,700
Q2 2025 Reduced 1.39%
$53.4B
$299 Million 0.12% of portfolio
558
Q2 2025 Added 5.48%
$39.9B
$279 Million 0.11% of portfolio
1,081
Q2 2025 Reduced 4.42%
$62.8B
$283 Million 0.11% of portfolio
3,518
Q2 2025 Reduced 1.92%
$9.88B
$284 Million 0.11% of portfolio
4,089
Q2 2025 Added 8.63%
$32.6B
$285 Million 0.11% of portfolio
811
Q2 2025 Reduced 1.58%
$8.8B
$284 Million 0.11% of portfolio
1,816
Q2 2025 Added 0.72%
$77B
$280 Million 0.11% of portfolio
1,503
Q2 2025 Reduced 42.15%
$6.57B
$273 Million 0.11% of portfolio
3,033
Q2 2025 Added 1,158.51%
$29.4B
$248 Million 0.1% of portfolio
464
Q2 2025 Reduced 31.56%
$12B
$260 Million 0.1% of portfolio
1,481
Q2 2025 Added 12.54%
$19.6B
$264 Million 0.1% of portfolio
2,522
Q2 2025 Added 10.91%
$88.5B
$267 Million 0.1% of portfolio
1,169
Q2 2025 Reduced 4.57%
$18.2B
$254 Million 0.1% of portfolio
728
Q2 2025 Added 3.85%
$9.17B
$269 Million 0.1% of portfolio
3,679
Q2 2025 Reduced 2.08%
$49.9B
$247 Million 0.1% of portfolio
842
Q2 2025 Added 13.94%
$91.8B
$265 Million 0.1% of portfolio
1,200
Q2 2025 Reduced 8.75%
$0
$237 Million 0.09% of portfolio
11,426
Q2 2025 Added 4.17%
$24B
$234 Million 0.09% of portfolio
2,530
Q3 2024 New
$37.7B
$230 Million 0.09% of portfolio
1,322
Q1 2025 Reduced 11.87%
$13.3B
$221 Million 0.09% of portfolio
1,343
Q1 2025 Reduced 29.61%
$53.4B
$229 Million 0.09% of portfolio
277
Q1 2025 Reduced 38.17%
$186B
$234 Million 0.09% of portfolio
1,469
Q2 2025 Reduced 2.39%
$69.7B
$228 Million 0.09% of portfolio
1,914
Q4 2024 Reduced 34.09%
$96.8B
$228 Million 0.09% of portfolio
2,491
Q2 2025 Added 7.42%
$20.1B
$244 Million 0.09% of portfolio
603
Q2 2025 Added 17.09%
$20.4B
$240 Million 0.09% of portfolio
3,457
Q1 2025 Reduced 3.25%
$163B
$245 Million 0.09% of portfolio
1,987
Q2 2025 Reduced 9.23%
$11.8B
$239 Million 0.09% of portfolio
864
Q4 2024 New
$13B
$209 Million 0.08% of portfolio
4,741
Q1 2025 New
$27.3B
$218 Million 0.08% of portfolio
406
Q1 2025 Reduced 39.13%

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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