Gen Wealth Partners Inc Portfolio Holdings
Gen Wealth Partners Inc
- $233 Billion
- Q4 2024
Gen Wealth Partners Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 648 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 $17.3B, Ishares S&P 500 Growth ETF with a value of $8.05B, Blackrock ETF Tr U S Equity Fa with a value of $7.17B, Ishares Core S&P 500 ETF with a value of $6.47B, and Ishares Msci Usa Quality Facto with a value of $6.31B.
Examining the 13F form we can see an increase of $3.64B in the current position value, from $229B to 233B.
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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 648
- Current Value $233 Billion
- Prior Value $229 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 38 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 160 stocks