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
$60B
$130 Million 0.05% of portfolio
2,050
Q1 2024 New
$5.71B
$114 Million 0.05% of portfolio
2,880
Q3 2024 New
$0
$111 Million 0.05% of portfolio
823
Q1 2024 New
$105B
$123 Million 0.05% of portfolio
2,043
Q1 2025 Reduced 6.67%
$31.8B
$130 Million 0.05% of portfolio
219
Q1 2025 New
$0
$125 Million 0.05% of portfolio
1,372
Q1 2025 Reduced 76.4%
$5.23B
$110 Million 0.05% of portfolio
4,712
Q3 2024 Added 27.66%
$536B
$115 Million 0.05% of portfolio
123
Q3 2024 Added 78.26%
$514M
$117 Million 0.05% of portfolio
11,298
Q1 2025 Reduced 10.96%
$6.47B
$120 Million 0.05% of portfolio
2,070
Q3 2024 New
$286B
$111 Million 0.05% of portfolio
1,546
Q1 2025 Reduced 9.43%
$0
$116 Million 0.05% of portfolio
1,699
Q1 2024 New
$0
$113 Million 0.05% of portfolio
1,833
Q1 2024 New
$17.9B
$131 Million 0.05% of portfolio
406
Q1 2025 Reduced 39.13%
$86.2B
$115 Million 0.05% of portfolio
189
Q1 2025 Reduced 13.7%
$26.4B
$116 Million 0.05% of portfolio
1,365
Q1 2024 New
$39.7B
$106 Million 0.04% of portfolio
1,025
Q1 2024 New
Waystar Hldg Corp Com
-
$93.8 Million 0.04% of portfolio
-
Q4 2024 New
$81.1B
$104 Million 0.04% of portfolio
717
Q3 2024 Reduced 44.29%
Brightspring Health Svcs Inc Com
-
$88.9 Million 0.04% of portfolio
-
Q3 2024 New
$203B
$88.3 Million 0.04% of portfolio
3,124
Q1 2025 Reduced 19.13%
$0
$88.1 Million 0.04% of portfolio
3,328
Q1 2025 Added 1.37%
Marex Group PLC Ord
-
$90.9 Million 0.04% of portfolio
-
Q4 2024 New
$223B
$84 Million 0.04% of portfolio
720
Q4 2024 Added 3.6%
$10.5B
$102 Million 0.04% of portfolio
2,530
Q3 2024 New
$6.08B
$90.7 Million 0.04% of portfolio
717
Q4 2024 New
$362B
$98.2 Million 0.04% of portfolio
2,354
Q1 2025 Reduced 11.6%
$18.6B
$97.7 Million 0.04% of portfolio
590
Q2 2024 New
-
$88.1 Million 0.04% of portfolio
-
Q1 2025 Added 1.71%
Ishares Bitcoin Trust ETF
-
$106 Million 0.04% of portfolio
-
Q3 2024 Added 77.34%
$46.1B
$104 Million 0.04% of portfolio
332
Q1 2024 New
$0
$94.5 Million 0.04% of portfolio
617
Q3 2024 Reduced 35.59%
$5.45B
$93.3 Million 0.04% of portfolio
1,705
Q3 2024 New
$46.8B
$83.9 Million 0.04% of portfolio
1,240
Q1 2025 Reduced 63.95%
$125B
$96 Million 0.04% of portfolio
215
Q1 2025 Reduced 2.71%
$80.1B
$88.6 Million 0.04% of portfolio
920
Q3 2024 New
$21.6B
$89.2 Million 0.04% of portfolio
2,553
Q1 2025 Reduced 7.83%
$39.5B
$106 Million 0.04% of portfolio
948
Q1 2025 Reduced 12.38%
$27.3B
$108 Million 0.04% of portfolio
2,746
Q1 2025 Reduced 8.22%
$3.6B
$88.3 Million 0.04% of portfolio
1,691
Q1 2025 Added 3.74%
$68.6B
$86 Million 0.04% of portfolio
2,922
Q1 2025 Reduced 3.63%
$69.5B
$70.3 Million 0.03% of portfolio
1,495
Q4 2024 Reduced 0.6%
$61.5B
$73 Million 0.03% of portfolio
2,557
Q1 2025 Reduced 14.77%
$35.1B
$65.2 Million 0.03% of portfolio
873
Q1 2025 Reduced 8.39%
Canadian Pacific Kansas City Com
-
$72.9 Million 0.03% of portfolio
-
Q3 2024 New
$20.8B
$66 Million 0.03% of portfolio
1,611
Q1 2025 Reduced 5.79%
$0
$77.9 Million 0.03% of portfolio
737
Q1 2025 Added 27.07%
$142B
$81.7 Million 0.03% of portfolio
810
Q4 2024 New
$50.2B
$63.2 Million 0.03% of portfolio
1,338
Q1 2025 Reduced 2.19%

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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