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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MRK Merck & Co., Inc. Healthcare	$209B	$1.41 Billion 0.54% of portfolio	17,802	Q2 2025 Added 15.31%
MKC Mccormick & CO Inc Consumer Defensive	$16B	$1.38 Billion 0.53% of portfolio	18,187	Q2 2025 Added 1.81%
PEP Pepsico Inc Consumer Defensive	$198B	$1.34 Billion 0.52% of portfolio	10,177	Q2 2025 Added 8.82%
CRM Salesforce, Inc. Technology	$261B	$1.23 Billion 0.48% of portfolio	4,525	Q2 2025 Added 8.41%
MBB Ishares Tr ETFs	$0	$1.22 Billion 0.47% of portfolio	12,977	Q2 2025 Added 9.81%
INTU Intuit Inc Technology	$191B	$1.19 Billion 0.46% of portfolio	1,516	Q2 2025 Added 5.87%
COST Costco Wholesale Corp Consumer Defensive	$411B	$1.12 Billion 0.43% of portfolio	1,134	Q2 2025 Added 3.37%
UNH Unitedhealth Group Inc Healthcare	$312B	$1.11 Billion 0.43% of portfolio	3,568	Q2 2025 Reduced 10.67%
ABC Amerisourcebergen Corp Healthcare	$38.4B	$1.09 Billion 0.42% of portfolio	3,628	Q2 2025 Reduced 0.96%
ICE Intercontinental Exchange, Inc. Financial Services	$81.3B	$1.08 Billion 0.42% of portfolio	5,901	Q2 2025 Added 6.57%
Ishares A.I. Innovation And Tech Active ETF	-	$1.1 Billion 0.42% of portfolio	-	Q2 2025 New
META Meta Platforms, Inc. Communication Services	$1.46T	$1.07 Billion 0.41% of portfolio	1,446	Q1 2025 Reduced 0.07%
CASY Caseys General Stores Inc Consumer Cyclical	$19.1B	$1.04 Billion 0.4% of portfolio	2,030	Q2 2025 New
CHKP Check Point Software Technologies LTD Technology	$24.4B	$1.03 Billion 0.4% of portfolio	4,678	Q2 2025 Reduced 0.02%
ROL Rollins Inc Consumer Cyclical	$28.8B	$1.01 Billion 0.39% of portfolio	17,876	Q2 2025 Added 2.98%
TSCO Tractor Supply CO Consumer Cyclical	$5.83B	$1.01 Billion 0.39% of portfolio	19,057	Q2 2025 Added 16.13%
JKHY Henry Jack & Associates Inc Technology	$11B	$1.02 Billion 0.39% of portfolio	5,659	Q2 2025 Added 246.33%
CMCSA Comcast Corp Communication Services	$119B	$1 Billion 0.39% of portfolio	28,026	Q2 2025 Added 6.86%
MNST Monster Beverage Corp Consumer Defensive	$35B	$1 Billion 0.39% of portfolio	15,974	Q2 2025 Reduced 4.41%
MSCI Msci Inc. Financial Services	$46.5B	$980 Million 0.38% of portfolio	1,700	Q2 2025 Added 11.26%
OEF Ishares S&P 100 ETF ETFs	$0	$968 Million 0.37% of portfolio	3,182	Q2 2025 Added 5.54%
PAYX Paychex Inc Industrials	$41.5B	$959 Million 0.37% of portfolio	6,592	Q2 2025 Added 7.61%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$957 Million 0.37% of portfolio	1,734	Q2 2025 Added 3.28%
AZO Autozone Inc Consumer Cyclical	$67.9B	$948 Million 0.37% of portfolio	255	Q2 2025 Added 0.39%
ACN Accenture PLC Technology	$157B	$935 Million 0.36% of portfolio	3,128	Q2 2025 Added 15.89%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$929 Million 0.36% of portfolio	5,110	Q2 2025 Added 0.27%
FISV Fiserv Inc Technology	$79.5B	$914 Million 0.35% of portfolio	5,301	Q2 2025 Added 19.47%
NVO Novo Nordisk A S Healthcare	$111B	$915 Million 0.35% of portfolio	13,251	Q2 2025 Added 36.37%
MTD Mettler Toledo International Inc Healthcare	$31.7B	$903 Million 0.35% of portfolio	769	Q2 2025 Added 18.86%
FICO Fair Isaac Corp Technology	$41.7B	$880 Million 0.34% of portfolio	481	Q2 2025 Added 8.09%
TMO Thermo Fisher Scientific Inc. Healthcare	$221B	$877 Million 0.34% of portfolio	2,162	Q2 2025 Added 35.72%
FAST Fastenal CO Industrials	$23.5B	$889 Million 0.34% of portfolio	21,177	Q2 2025 Added 93.2%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$890 Million 0.34% of portfolio	9,958	Q2 2025 Added 0.28%
Ishares Flexible Income Active ETF	-	$842 Million 0.33% of portfolio	-	Q2 2025 Added 4.76%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$857 Million 0.33% of portfolio	1,513	Q2 2025 Added 0.33%
ECL Ecolab Inc. Basic Materials	$73.4B	$846 Million 0.33% of portfolio	3,138	Q2 2025 Reduced 0.82%
ABT Abbott Laboratories Healthcare	$217B	$817 Million 0.32% of portfolio	6,007	Q2 2025 Reduced 1.49%
Linde PLC Shs	-	$801 Million 0.31% of portfolio	-	Q2 2025 Added 1.3%
BDX Becton Dickinson & CO Healthcare	$50.6B	$815 Million 0.31% of portfolio	4,731	Q2 2025 Added 26.77%
GWW W.W. Grainger, Inc. Industrials	$48.8B	$778 Million 0.3% of portfolio	748	Q2 2025 Reduced 0.66%
ITW Illinois Tool Works Inc Industrials	$74.7B	$786 Million 0.3% of portfolio	3,177	Q2 2025 Added 1.05%
ROP Roper Technologies Inc Industrials	$47.5B	$756 Million 0.29% of portfolio	1,334	Q2 2025 Reduced 2.34%
XOM Exxon Mobil Corp Energy	$474B	$763 Million 0.29% of portfolio	7,078	Q2 2025 Reduced 10.61%
BRK-A Berkshire Hathaway Inc Financial Services	$427B	$729 Million 0.28% of portfolio	1	Q3 2024 New
GD General Dynamics Corp Industrials	$93.9B	$721 Million 0.28% of portfolio	2,473	Q2 2025 Reduced 1.71%
PLTR Palantir Technologies Inc. Technology	$407B	$703 Million 0.27% of portfolio	5,156	Q2 2025 Reduced 0.19%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$693 Million 0.27% of portfolio	7,381	Q2 2025 Added 2.59%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$712 Million 0.27% of portfolio	13,941	Q2 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$676 Million 0.26% of portfolio	1,094	Q2 2025 Reduced 3.1%
GOOGL Alphabet Inc. Communication Services	$1.68T	$661 Million 0.26% of portfolio	3,753	Q1 2025 Reduced 0.87%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Account

Gen Wealth Partners Inc Portfolio Holdings