Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $202 Billion
  • Q1 2024

Gen Wealth Partners Inc has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 631 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 $16.8B, Ishares Core S&P 500 ETF with a value of $6.05B, Ishares Msci Usa Quality Facto with a value of $5.31B, Blackrock ETF Tr U S Equity Fa with a value of $4.22B, and Msci Eafe Value ETF with a value of $4.1B.

Examining the 13F form we can see an increase of $202B in the current position value.

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 $202 Billion
ETFs: $80.6 Billion
Industrials: $20 Billion
Financial Services: $17.2 Billion
Technology: $16.4 Billion
Consumer Defensive: $15.5 Billion
Healthcare: $13.8 Billion
Consumer Cyclical: $11.2 Billion
Communication Services: $5.45 Billion
Other: $17.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.8 Billion 8.33% of portfolio
273,191
Q1 2024 New
$0
$6.05 Billion 3.0% of portfolio
11,512
Q1 2024 New
$0
$5.31 Billion 2.63% of portfolio
32,329
Q1 2024 New
$0
$4.22 Billion 2.09% of portfolio
95,056
Q1 2024 New
$0
$4.1 Billion 2.03% of portfolio
75,302
Q1 2024 New
$0
$4.04 Billion 2.0% of portfolio
47,833
Q1 2024 New
$0
$3.78 Billion 1.88% of portfolio
36,454
Q1 2024 New
$0
$3.02 Billion 1.5% of portfolio
26,277
Q1 2024 New
$0
$2.68 Billion 1.33% of portfolio
14,340
Q1 2024 New
$0
$2.62 Billion 1.3% of portfolio
19,418
Q1 2024 New
$3.36T
$2.57 Billion 1.27% of portfolio
6,104
Q1 2024 New
$0
$2.41 Billion 1.19% of portfolio
41,809
Q1 2024 New
$173B
$2.27 Billion 1.12% of portfolio
6,188
Q1 2024 New
$0
$2.27 Billion 1.12% of portfolio
49,713
Q1 2024 New
$395B
$2.09 Billion 1.04% of portfolio
12,892
Q1 2024 New
$183B
$2.08 Billion 1.03% of portfolio
34,612
Q1 2024 New
$155B
$1.95 Billion 0.97% of portfolio
10,213
Q1 2024 New
$385B
$1.9 Billion 0.94% of portfolio
12,018
Q1 2024 New
$12.7B
$1.87 Billion 0.93% of portfolio
118,543
Q1 2024 New
$189B
$1.84 Billion 0.91% of portfolio
6,542
Q1 2024 New
$56.4B
$1.77 Billion 0.88% of portfolio
16,691
Q1 2024 New
$1.9T
$1.74 Billion 0.86% of portfolio
9,649
Q1 2024 New
$310B
$1.74 Billion 0.86% of portfolio
11,054
Q1 2024 New
$581B
$1.74 Billion 0.86% of portfolio
8,681
Q1 2024 New
$276B
$1.73 Billion 0.86% of portfolio
28,250
Q1 2024 New
$346B
$1.56 Billion 0.78% of portfolio
4,077
Q1 2024 New
$3.36T
$1.52 Billion 0.75% of portfolio
8,869
Q1 2024 New
$337B
$1.46 Billion 0.73% of portfolio
11,086
Q1 2024 New
$171B
$1.47 Billion 0.73% of portfolio
5,157
Q1 2024 New
$186B
$1.48 Billion 0.73% of portfolio
12,086
Q1 2024 New
$0
$1.43 Billion 0.71% of portfolio
13,299
Q1 2024 New
$447B
$1.34 Billion 0.66% of portfolio
4,790
Q1 2024 New
$453B
$1.29 Billion 0.64% of portfolio
2,610
Q1 2024 New
$173B
$1.28 Billion 0.64% of portfolio
30,564
Q1 2024 New
$172B
$1.24 Billion 0.62% of portfolio
5,464
Q1 2024 New
$126B
$1.24 Billion 0.62% of portfolio
28,117
Q1 2024 New
$0
$1.26 Billion 0.62% of portfolio
36,061
Q1 2024 New
$48.9B
$1.21 Billion 0.6% of portfolio
5,254
Q1 2024 New
$37.4B
$1.2 Billion 0.59% of portfolio
20,715
Q1 2024 New
$0
$1.15 Billion 0.57% of portfolio
12,466
Q1 2024 New
$195B
$1.14 Billion 0.57% of portfolio
22,919
Q1 2024 New
$156B
$1.13 Billion 0.56% of portfolio
2,703
Q1 2024 New
$1.15T
$1.13 Billion 0.56% of portfolio
2,333
Q1 2024 New
$242B
$1.11 Billion 0.55% of portfolio
3,685
Q1 2024 New
$119B
$1.07 Billion 0.53% of portfolio
11,343
Q1 2024 New
$144B
$1.03 Billion 0.51% of portfolio
5,025
Q1 2024 New
$104B
$960 Million 0.48% of portfolio
4,972
Q1 2024 New
$477B
$901 Million 0.45% of portfolio
7,748
Q1 2024 New
$0
$907 Million 0.45% of portfolio
1,630
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 631
  • Current Value $202 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 631 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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