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
$40.1B
$619 Million 0.26% of portfolio
4,491
Q1 2025 Reduced 8.35%
$0
$632 Million 0.26% of portfolio
1,129
Q1 2025 Added 2.73%
$21.4B
$589 Million 0.25% of portfolio
3,808
Q1 2025 Reduced 8.44%
$26.8B
$592 Million 0.25% of portfolio
12,334
Q1 2025 Added 4.38%
$29.8B
$589 Million 0.25% of portfolio
4,738
Q1 2025 Reduced 15.59%
$0
$608 Million 0.25% of portfolio
3,047
Q1 2025 Reduced 31.27%
$119B
$603 Million 0.25% of portfolio
1,998
Q1 2025 Reduced 2.96%
$17B
$589 Million 0.25% of portfolio
19,026
Q1 2025 Added 0.22%
$64.6B
$589 Million 0.25% of portfolio
5,297
Q1 2025 Reduced 6.82%
$0
$574 Million 0.24% of portfolio
9,830
Q2 2024 Added 504.92%
$993B
$580 Million 0.24% of portfolio
3,753
Q1 2025 Reduced 0.87%
$17.7B
$568 Million 0.24% of portfolio
1,853
Q1 2025 Reduced 5.07%
$23.4B
$577 Million 0.24% of portfolio
3,908
Q1 2025 Reduced 2.03%
$117B
$573 Million 0.24% of portfolio
6,378
Q1 2025 Reduced 8.59%
$143B
$539 Million 0.23% of portfolio
7,607
Q1 2025 Reduced 3.93%
$18.8B
$540 Million 0.23% of portfolio
4,493
Q1 2025 Reduced 0.53%
$11.9B
$540 Million 0.23% of portfolio
5,273
Q1 2025 Reduced 1.25%
$44.9B
$558 Million 0.23% of portfolio
3,924
Q1 2025 Reduced 2.41%
Kenvue Inc Com
-
$551 Million 0.23% of portfolio
-
Q1 2025 Reduced 8.75%
$35.4B
$550 Million 0.23% of portfolio
9,484
Q1 2025 Reduced 2.41%
$146B
$525 Million 0.22% of portfolio
1,409
Q1 2025 Reduced 1.19%
$17.9B
$532 Million 0.22% of portfolio
4,465
Q1 2025 Reduced 0.82%
$75.1B
$524 Million 0.22% of portfolio
4,775
Q1 2025 Reduced 1.97%
-
$515 Million 0.22% of portfolio
-
Q1 2025 Added 18.19%
$13.8B
$518 Million 0.22% of portfolio
53,370
Q1 2025 Reduced 1.84%
$38.3B
$520 Million 0.22% of portfolio
6,933
Q1 2025 Reduced 2.39%
$25.4B
$511 Million 0.21% of portfolio
2,910
Q1 2025 Reduced 3.87%
$10.9B
$500 Million 0.21% of portfolio
25,972
Q1 2025 Added 2.84%
$8.34B
$500 Million 0.21% of portfolio
7,649
Q1 2025 Added 3.88%
$140B
$492 Million 0.21% of portfolio
2,109
Q1 2025 Reduced 2.5%
$167B
$503 Million 0.21% of portfolio
990
Q1 2025 Reduced 13.01%
$0
$495 Million 0.21% of portfolio
8,163
Q1 2025 Reduced 3.42%
$22.8B
$496 Million 0.21% of portfolio
7,992
Q1 2025 Added 11,000.0%
$27B
$502 Million 0.21% of portfolio
4,595
Q1 2025 Added 5.71%
$15.7B
$515 Million 0.21% of portfolio
3,497
Q1 2025 Reduced 1.35%
$7.92B
$486 Million 0.2% of portfolio
4,973
Q1 2025 Reduced 0.04%
$0
$486 Million 0.2% of portfolio
2,192
Q2 2024 New
$16.4B
$481 Million 0.2% of portfolio
5,497
Q1 2025 Reduced 1.98%
$0
$465 Million 0.19% of portfolio
2,410
Q2 2024 New
$10.2B
$455 Million 0.19% of portfolio
5,920
Q1 2025 Reduced 2.04%
$15.3B
$460 Million 0.19% of portfolio
28,750
Q1 2025 Reduced 6.5%
$12.8B
$454 Million 0.19% of portfolio
2,249
Q1 2025 Added 5.69%
$7.52B
$458 Million 0.19% of portfolio
6,357
Q1 2025 Added 15.54%
$66.1B
$434 Million 0.18% of portfolio
1,258
Q1 2025 Reduced 20.08%
$261B
$436 Million 0.18% of portfolio
5,166
Q1 2025 Added 65.36%
$16.9B
$437 Million 0.18% of portfolio
1,953
Q1 2025 Added 4.1%
$21.7B
$428 Million 0.18% of portfolio
4,659
Q1 2025 Added 0.17%
$32B
$441 Million 0.18% of portfolio
3,665
Q1 2025 Reduced 4.08%
$17.5B
$400 Million 0.17% of portfolio
12,903
Q3 2024 Added 50.93%

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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