Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025

Gen Wealth Partners Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 622 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 $17.1B, Ishares S&P 500 Growth ETF with a value of $7.3B, Blackrock ETF Tr U S Equity Fa with a value of $7.03B, Ishares Msci Usa Quality Facto with a value of $6.48B, and Ishares Core S&P 500 ETF with a value of $5.84B.

Examining the 13F form we can see an increase of $6.94B in the current position value, from $233B to 240B.

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 $240 Billion
ETFs: $96.3 Billion
Industrials: $22.7 Billion
Consumer Defensive: $21.8 Billion
Technology: $19.6 Billion
Financial Services: $19.4 Billion
Healthcare: $19 Billion
Consumer Cyclical: $13 Billion
Communication Services: $5.39 Billion
Other: $16.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.1B
$496 Million 0.21% of portfolio
7,992
Q1 2025 Added 11,000.0%
$27.1B
$502 Million 0.21% of portfolio
4,595
Q1 2025 Added 5.71%
$16B
$515 Million 0.21% of portfolio
3,497
Q1 2025 Reduced 1.35%
$7.77B
$486 Million 0.2% of portfolio
4,973
Q1 2025 Reduced 0.04%
$17.3B
$481 Million 0.2% of portfolio
5,497
Q1 2025 Reduced 1.98%
$10.8B
$455 Million 0.19% of portfolio
5,920
Q1 2025 Reduced 2.04%
$17.5B
$460 Million 0.19% of portfolio
28,750
Q1 2025 Reduced 6.5%
$12.5B
$454 Million 0.19% of portfolio
2,249
Q1 2025 Added 5.69%
$9.75B
$458 Million 0.19% of portfolio
6,357
Q1 2025 Added 15.54%
$65.7B
$434 Million 0.18% of portfolio
1,258
Q1 2025 Reduced 20.08%
$293B
$436 Million 0.18% of portfolio
5,166
Q1 2025 Added 65.36%
$16.2B
$437 Million 0.18% of portfolio
1,953
Q1 2025 Added 4.1%
$24B
$428 Million 0.18% of portfolio
4,659
Q1 2025 Added 0.17%
$36.9B
$441 Million 0.18% of portfolio
3,665
Q1 2025 Reduced 4.08%
$49B
$412 Million 0.17% of portfolio
3,951
Q1 2025 Added 6.52%
$173B
$351 Million 0.15% of portfolio
915
Q1 2025 Reduced 1.19%
$76.2B
$337 Million 0.14% of portfolio
2,598
Q3 2024 Added 137.26%
$219B
$340 Million 0.14% of portfolio
2,566
Q1 2025 Reduced 0.62%
$108B
$286 Million 0.12% of portfolio
1,315
Q1 2025 Added 38.13%
$61.8B
$288 Million 0.12% of portfolio
3,587
Q1 2025 Reduced 5.23%
$93.2B
$284 Million 0.12% of portfolio
1,225
Q1 2025 Reduced 1.05%
$15.6B
$292 Million 0.12% of portfolio
1,724
Q1 2025 Reduced 0.75%
$88.9B
$280 Million 0.12% of portfolio
1,361
Q1 2025 Reduced 4.56%
$13.2B
$298 Million 0.12% of portfolio
1,634
Q1 2025 Reduced 0.61%
$21.4B
$260 Million 0.11% of portfolio
3,457
Q1 2025 Reduced 3.25%
$9.83B
$257 Million 0.11% of portfolio
3,757
Q1 2025 Reduced 1.16%
$8.73B
$252 Million 0.11% of portfolio
3,764
Q1 2025 Added 1.84%
$36.8B
$265 Million 0.11% of portfolio
1,322
Q1 2025 Reduced 11.87%
$10.4B
$268 Million 0.11% of portfolio
1,803
Q1 2025 Added 0.06%
$32.6B
$261 Million 0.11% of portfolio
824
Q1 2025 Reduced 1.2%
$39.2B
$253 Million 0.11% of portfolio
1,131
Q1 2025 Reduced 21.13%
$146B
$267 Million 0.11% of portfolio
2,189
Q1 2025 Reduced 1.08%
$17.2B
$258 Million 0.11% of portfolio
701
Q1 2025 Reduced 7.64%
$12.5B
$252 Million 0.11% of portfolio
791
Q1 2025 Added 0.38%
$177B
$231 Million 0.1% of portfolio
1,505
Q1 2025 Reduced 7.21%
$26.6B
$251 Million 0.1% of portfolio
678
Q1 2025 Reduced 3.69%
$13.9B
$238 Million 0.1% of portfolio
1,316
Q1 2025 Reduced 0.53%
$0
$230 Million 0.1% of portfolio
10,969
Q1 2025 Reduced 11.68%
$56.6B
$212 Million 0.09% of portfolio
1,938
Q1 2025 Reduced 6.65%
$21.4B
$227 Million 0.09% of portfolio
2,274
Q1 2025 Reduced 0.96%
$111B
$227 Million 0.09% of portfolio
2,319
Q1 2025 Added 0.61%
$738B
$210 Million 0.09% of portfolio
254
Q1 2025 Reduced 4.51%
$153B
$212 Million 0.09% of portfolio
452
Q1 2025 Added 32.94%
$28.2B
$216 Million 0.09% of portfolio
515
Q1 2025 Reduced 0.19%
$17.7B
$205 Million 0.09% of portfolio
1,343
Q1 2025 Reduced 29.61%
$44.3B
$222 Million 0.09% of portfolio
529
Q1 2025 Reduced 1.67%
$51.1B
$221 Million 0.09% of portfolio
739
Q1 2025 Added 0.41%
$58.5B
$207 Million 0.09% of portfolio
1,914
Q4 2024 Reduced 34.09%
$53.4B
$182 Million 0.08% of portfolio
879
Q3 2024 Added 16.42%

Summary

  • Portfolio
  • No. of Stocks 622
  • Current Value $240 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
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