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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$359B
$1.24 Billion 0.52% of portfolio
11,427
Q1 2025 Added 2.39%
$216B
$1.22 Billion 0.51% of portfolio
12,395
Q1 2025 Added 8.97%
$0
$1.21 Billion 0.5% of portfolio
33,227
Q1 2025 Added 268.13%
$268B
$1.12 Billion 0.47% of portfolio
4,174
Q1 2025 Added 9.1%
$0
$1.11 Billion 0.46% of portfolio
11,818
Q1 2025 Added 3.43%
$28.8B
$1.07 Billion 0.45% of portfolio
4,679
Q1 2025 Added 8.34%
$446B
$1.04 Billion 0.43% of portfolio
1,097
Q1 2025 Added 9.92%
$38.4B
$1.02 Billion 0.43% of portfolio
3,663
Q1 2025 Added 11.3%
$33.2B
$978 Million 0.41% of portfolio
16,711
Q1 2025 Added 16.65%
$79.5B
$980 Million 0.41% of portfolio
4,437
Q1 2025 Added 6.81%
$98B
$955 Million 0.4% of portfolio
5,537
Q1 2025 Added 10.72%
$157B
$968 Million 0.4% of portfolio
26,226
Q1 2025 Added 28.08%
$70.5B
$969 Million 0.4% of portfolio
254
Q1 2025 Added 8.55%
$447B
$942 Million 0.39% of portfolio
7,918
Q1 2025 Reduced 2.61%
$28B
$938 Million 0.39% of portfolio
17,358
Q1 2025 Added 13.23%
$56B
$945 Million 0.39% of portfolio
6,126
Q1 2025 Added 11.71%
$479B
$913 Million 0.38% of portfolio
6,529
Q1 2025 Added 12.32%
$215B
$879 Million 0.37% of portfolio
1,432
Q1 2025 Added 15.95%
$0
$883 Million 0.37% of portfolio
5,096
Q1 2025 Added 151.78%
$44.6B
$864 Million 0.36% of portfolio
1,528
Q1 2025 Added 13.27%
$49.7B
$855 Million 0.36% of portfolio
3,732
Q1 2025 Added 5.04%
$10.1B
$827 Million 0.35% of portfolio
6,980
Q1 2025 Added 7.48%
$24.8B
$842 Million 0.35% of portfolio
4,926
Q1 2025 Added 32.63%
$1.5T
$833 Million 0.35% of portfolio
1,446
Q1 2025 Reduced 0.07%
$202B
$842 Million 0.35% of portfolio
2,699
Q1 2025 Added 14.41%
$24.5B
$850 Million 0.35% of portfolio
10,961
Q1 2025 Reduced 1.01%
$0
$817 Million 0.34% of portfolio
3,015
Q1 2025 Added 37.8%
$45.1B
$821 Million 0.34% of portfolio
445
Q1 2025 Added 16.19%
$0
$812 Million 0.34% of portfolio
9,930
Q1 2025 Added 243.6%
$235B
$809 Million 0.34% of portfolio
6,098
Q1 2025 Reduced 17.3%
Ishares U.S. Thematic Rotation Active ETF
-
$806 Million 0.34% of portfolio
-
Q1 2025 New
$0
$804 Million 0.34% of portfolio
1,508
Q1 2025 Reduced 24.41%
$60.7B
$805 Million 0.34% of portfolio
1,366
Q1 2025 Reduced 3.67%
Linde PLC Shs
-
$785 Million 0.33% of portfolio
-
Q1 2025 Reduced 3.38%
Ishares Flexible Income Active ETF
-
$797 Million 0.33% of portfolio
-
Q1 2025 Added 10.3%
-
$791 Million 0.33% of portfolio
-
Q1 2025 New
$0
$787 Million 0.33% of portfolio
1,679
Q1 2025 Added 154.78%
$162B
$792 Million 0.33% of portfolio
1,593
Q1 2025 Added 20.32%
$76.8B
$802 Million 0.33% of portfolio
3,164
Q1 2025 Reduced 7.49%
$76.5B
$780 Million 0.33% of portfolio
3,144
Q1 2025 Reduced 0.95%
$442B
$798 Million 0.33% of portfolio
1
Q3 2024 New
$27.4B
$764 Million 0.32% of portfolio
647
Q1 2025 Added 22.77%
$54.8B
$744 Million 0.31% of portfolio
753
Q1 2025 Added 0.27%
$335B
$732 Million 0.31% of portfolio
3,494
Q1 2025 Reduced 17.56%
$76.2B
$686 Million 0.29% of portfolio
2,516
Q1 2025 Added 0.68%
$0
$674 Million 0.28% of portfolio
7,195
Q1 2025 Added 91.71%
$179B
$675 Million 0.28% of portfolio
9,717
Q1 2025 Added 29.58%
$36.3B
$649 Million 0.27% of portfolio
5,870
Q1 2025 Reduced 1.59%
$22.6B
$642 Million 0.27% of portfolio
3,122
Q1 2025 Reduced 1.7%

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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