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
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
69
New
$21.25 - $30.25 $1.47K - $2.09K
69 $2.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
272
+ 372.6%
$92.63 - $105.69 $25.2K - $28.7K
345 $9.21M
UNM
Unum Group

Financial Services
17
+ 42.5%
$49.81 - $59.44 $847 - $1.01K
57 $3.67M
UPS
United Parcel Service Inc

Industrials
17
+ 7.87%
$123.32 - $147.38 $2.1K - $2.51K
233 $31.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
234
+ 246.32%
$59.93 - $66.52 $14K - $15.6K
329 $7.39M
JOBY
Joby Aviation, Inc.

Industrials
200
New
$4.77 - $7.46 $954 - $1.49K
200 $998K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5
+ 8.77%
$77.23 - $87.97 $386 - $440
62 $5.39M
VTRS
Viatris Inc

Healthcare
41
+ 12.02%
$10.32 - $12.13 $423 - $497
382 $4.55M
VT
Vanguard Total World Stk Index

ETFs
4
+ 7.69%
$107.72 - $119.96 $431 - $480
56 $6.67M
HUMA
Humacyte, Inc.

Healthcare
150
New
$5.11 - $9.46 $767 - $1.42K
150 $773K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
143
+ 122.22%
$36.98 - $41.55 $5.29K - $5.94K
260 $5.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.93%
$41.9 - $48.26 $41.9 - $48.3
109 $5.1M
Grayscale Bitcoin Mini Trust (Btc)
50
New
N/A
50 $319K
CELH
Celsius Holdings, Inc.

Consumer Defensive
5
New
$31.02 - $58.9 $155 - $295
5 $153K
Ginkgo Bioworks Holdings Inc Cl A New
5
New
N/A
5 $39K
KEX
Kirby Corp

Industrials
0
New
$107.57 - $129.59 $0 - $0
0 $0
BRP
Brp Group, Inc.

Financial Services
0
New
$35.8 - $40.92 $0 - $0
0 $0
VRNS
Varonis Systems Inc

Technology
0
New
$46.03 - $57.54 $0 - $0
0 $0
LOAN
Manhattan Bridge Capital, Inc

Real Estate
36.8K
New
$5.13 - $5.57 $189K - $205K
36.8K $0
ADMA
Adma Biologics, Inc.

Healthcare
0
New
$11.21 - $20.03 $0 - $0
0 $0
SHOO
Steven Madden, Ltd.

Consumer Cyclical
0
New
$41.58 - $49.01 $0 - $0
0 $0
GPC
Genuine Parts CO

Consumer Cyclical
569
+ 18.41%
$131.04 - $147.11 $74.6K - $83.7K
3.66K $426M
F
Ford Motor CO

Consumer Cyclical
989
+ 15.48%
$9.71 - $14.55 $9.6K - $14.4K
7.38K $77.2M
KMB
Kimberly Clark Corp

Consumer Defensive
26
+ 0.69%
$135.05 - $148.35 $3.51K - $3.86K
3.79K $509M
ADM
Archer Daniels Midland CO

Consumer Defensive
602
+ 6.55%
$57.96 - $65.72 $34.9K - $39.6K
9.79K $543M
NUE
Nucor Corp

Basic Materials
194
+ 6.49%
$137.77 - $166.14 $26.7K - $32.2K
3.19K $455M
AOS
Smith A O Corp

Industrials
218
+ 3.61%
$76.95 - $91.98 $16.8K - $20.1K
6.26K $475M
HON
Honeywell International Inc

Industrials
117
+ 2.24%
$196.73 - $220.21 $23K - $25.8K
5.34K $1.09B
QCOM
Qualcomm Inc

Technology
121
+ 7.52%
$156.12 - $209.64 $18.9K - $25.4K
1.73K $290M
DOW
Dow Inc.

Basic Materials
976
+ 4.58%
$50.15 - $55.41 $48.9K - $54.1K
22.3K $1.1B
INTC
Intel Corp

Technology
7.53K
+ 23.72%
$18.9 - $34.87 $142K - $262K
39.2K $875M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36K
+ 85.49%
$45.2 - $47.87 $1.63M - $1.72M
78K $1.8B
BA
Boeing CO

Industrials
37
+ 0.6%
$152.04 - $190.6 $5.63K - $7.05K
6.23K $961M
MRK
Merck & Co., Inc.

Healthcare
401
+ 3.59%
$111.15 - $128.97 $44.6K - $51.7K
11.6K $1.21B
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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