Gen Wealth Partners Inc Portfolio Holdings
Gen Wealth Partners Inc
- $202 Billion
- Q1 2024
Gen Wealth Partners Inc has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 631 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 $16.8B, Ishares Core S&P 500 ETF with a value of $6.05B, Ishares Msci Usa Quality Facto with a value of $5.31B, Blackrock ETF Tr U S Equity Fa with a value of $4.22B, and Msci Eafe Value ETF with a value of $4.1B.
Examining the 13F form we can see an increase of $202B in the current position value.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 631
- Current Value $202 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 631 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks