Gen Wealth Partners Inc Purchases in Q3 2024

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
47.4K
+ 103.62%
$51.72 - $57.96 $2.45M - $2.75M
93.1K $5.14B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.17K
+ 0.85%
$60.84 - $67.51 $132K - $146K
256K $17.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.69K
+ 5.11%
$44.24 - $49.47 $296K - $331K
137K $6.95B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13K
+ 30.8%
$56.04 - $62.99 $728K - $819K
55.2K $3.28B
IVV
Ishares Core S&P 500 ETF

ETFs
683
+ 6.65%
$520.18 - $576.82 $355K - $394K
11K $6.38B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $683M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.57K
+ 3.35%
$84.77 - $97.13 $218K - $250K
79.4K $7.77B
CMCSA
Comcast Corp

Communication Services
14.3K
+ 426.0%
$37.33 - $41.78 $535K - $598K
17.7K $747M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.59K
+ 4.89%
$162.64 - $179.3 $259K - $285K
34.1K $6.13B
NKE
Nike, Inc.

Consumer Cyclical
5.09K
+ 38.07%
$71.09 - $89.44 $362K - $455K
18.5K $1.41B
MCD
Mcdonalds Corp

Consumer Cyclical
428
+ 6.0%
$245.82 - $304.51 $105K - $130K
7.57K $2.21B
UNH
Unitedhealth Group Inc

Healthcare
407
+ 14.7%
$488.01 - $604.18 $199K - $246K
3.18K $1.79B
IVE
Ishares S&P 500 Value ETF

ETFs
761
+ 5.12%
$181.06 - $197.17 $138K - $150K
15.6K $3.06B
CAT
Caterpillar Inc

Industrials
115
+ 1.92%
$316.8 - $391.12 $36.4K - $45K
6.1K $2.31B
FISV
Fiserv Inc

Technology
828
+ 31.94%
N/A
3.42K $683M
FDS
Factset Research Systems Inc

Financial Services
549
+ 67.03%
$397.04 - $469.48 $218K - $258K
1.37K $621M
EFG
Msci Eafe Growth ETF

ETFs
3.02K
+ 6.03%
$96.84 - $108.77 $292K - $328K
53K $5.4B
MNST
Monster Beverage Corp

Consumer Defensive
4.97K
+ 84.22%
$45.01 - $52.47 $224K - $261K
10.9K $572M
MKC
Mccormick & CO Inc

Consumer Defensive
2.42K
+ 20.36%
$69.44 - $84.76 $168K - $205K
14.3K $1.11B
MSCI
Msci Inc.

Financial Services
369
+ 53.79%
$479.31 - $584.91 $177K - $216K
1.06K $600M
Blackrock Inc Com
274
New
N/A
274 $268M
ACN
Accenture PLC

Technology
605
+ 47.98%
$295.44 - $355.81 $179K - $215K
1.87K $647M
FICO
Fair Isaac Corp

Technology
60
+ 22.56%
$1496.51 - $1947.38 $89.8K - $117K
326 $655M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.9K
New
$65.04 - $84.24 $189K - $245K
2.9K $256M
PAYX
Paychex Inc

Industrials
1.23K
+ 40.26%
$116.17 - $135.19 $143K - $166K
4.29K $606M
ICE
Intercontinental Exchange, Inc.

Financial Services
944
+ 33.55%
$136.93 - $162.81 $129K - $154K
3.76K $626M
PEP
Pepsico Inc

Consumer Defensive
1.4K
+ 25.64%
$161.9 - $179.3 $227K - $251K
6.87K $1.14B
CSCO
Cisco Systems, Inc.

Technology
638
+ 2.66%
$44.74 - $53.22 $28.5K - $34K
24.6K $1.37B
Ishares Flexible Income Active ETF
3.97K
+ 42.78%
N/A
13.2K $699M
VUG
Vanguard Growth ETF

ETFs
523
+ 1376.32%
$341.08 - $391.94 $178K - $205K
561 $221M
HSY
Hershey CO

Consumer Defensive
1.22K
+ 72.55%
$182.45 - $203.25 $222K - $247K
2.89K $513M
FAST
Fastenal CO

Industrials
446
+ 4.24%
$62.09 - $71.83 $27.7K - $32K
11K $859M
INTU
Intuit Inc

Technology
353
+ 58.74%
$602.97 - $670.49 $213K - $237K
954 $592M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 7.84%
$160.76 - $177.82 $172K - $190K
14.7K $2.45B
MSFT
Microsoft Corp

Technology
656
+ 10.48%
$395.15 - $467.56 $259K - $307K
6.92K $2.99B
VTV
Vanguard Value ETF

ETFs
1.06K
+ 242.47%
$159.75 - $174.57 $170K - $185K
1.5K $260M
COST
Costco Wholesale Corp

Consumer Defensive
185
+ 28.95%
$801.83 - $917.05 $148K - $170K
824 $724M
ABC
Amerisourcebergen Corp

Healthcare
747
+ 41.29%
N/A
2.56K $587M
American Healthcare Reit Inc Com Shs
6.62K
New
N/A
6.62K $179M
ORCL
Oracle Corp

Technology
82
+ 1.67%
$125.9 - $170.35 $10.3K - $14K
5K $873M
HWM
Howmet Aerospace Inc.

Industrials
1.5K
+ 137.26%
$77.3 - $100.22 $116K - $151K
2.6K $263M
TMO
Thermo Fisher Scientific Inc.

Healthcare
323
+ 46.21%
$531.86 - $624.21 $172K - $202K
1.02K $562M
GWRE
Guidewire Software, Inc.

Technology
912
New
$137.04 - $182.94 $125K - $167K
912 $173M
WST
West Pharmaceutical Services Inc

Healthcare
615
+ 50.0%
$277.16 - $333.3 $170K - $205K
1.85K $578M
SLV
I Shares Silver Trust

ETFs
4.35K
+ 50.93%
$24.33 - $29.38 $106K - $128K
12.9K $398M
V
Visa Inc.

Financial Services
101
+ 2.0%
$253.74 - $291.56 $25.6K - $29.4K
5.14K $1.49B
CHD
Church & Dwight CO Inc

Consumer Defensive
1.95K
+ 22.5%
$98.01 - $106.59 $191K - $208K
10.6K $1.07B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.41K
New
$80.44 - $110.41 $113K - $155K
1.41K $167M
CRM
Salesforce, Inc.

Technology
47
+ 1.21%
$238.42 - $276.53 $11.2K - $13K
3.94K $1.17B
Activity Summary
Buys All Purchases 285 New Holdings 92 Increased Positions 193 Sells All Sells 169 Reductions 163 Sold out 6 Options Calls 0 Puts 0
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