Gen Wealth Partners Inc Incresed Positions in Q3 2025

Gen Wealth Partners Inc

  • $296 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
56.8K
+ 107.13%
$51.78 - $57.89 $2.94M - $3.29M
110K $6.32B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.9K
+ 13.55%
$72.65 - $78.68 $1.81M - $1.96M
209K $16.4B
Ishares A.I. Innovation And Tech Active ETF
68.8K
+ 180.44%
N/A
107K $3.65B
IEMG
Ishares Inc

ETFs
19.5K
+ 24.08%
N/A
101K $6.64B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.9K
+ 10.8%
$54.35 - $59.32 $866K - $945K
163K $9.68B
GLD
Spdr Gold Trust

ETFs
2.73K
+ 306.85%
$300.96 - $355.47 $823K - $972K
3.63K $1.29B
IVE
Ishares S&P 500 Value ETF

ETFs
3.24K
+ 11.28%
$194.44 - $206.51 $629K - $668K
31.9K $6.59B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.42K
+ 2.03%
$108.97 - $121.65 $155K - $173K
71.6K $8.64B
AAPL
Apple Inc.

Technology
1.73K
+ 19.21%
$202.38 - $256.87 $351K - $445K
10.8K $2.74B
BSX
Boston Scientific Corp

Healthcare
8.33K
+ 437.06%
$97.03 - $108.14 $808K - $900K
10.2K $999M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.2K
+ 174.09%
$276.51 - $305.12 $609K - $672K
3.47K $1.03B
UNH
Unitedhealth Group Inc

Healthcare
1.57K
+ 43.92%
$237.77 - $353.61 $373K - $554K
5.14K $1.77B
CAT
Caterpillar Inc

Industrials
129
+ 1.96%
$390.92 - $477.15 $50.4K - $61.6K
6.72K $3.21B
GOOGL
Alphabet Inc.

Communication Services
1.47K
+ 39.17%
$174.36 - $254.72 $256K - $374K
5.22K $1.27B
AMZN
Amazon Com Inc

Consumer Cyclical
2.72K
+ 27.05%
$211.65 - $238.24 $575K - $648K
12.8K $2.8B
Ishares U.S. Thematic Rotation Active ETF
9.37K
+ 8.98%
N/A
114K $4.31B
PFF
Ishares Trust Ishares Pfd And

ETFs
17K
+ 2236.58%
$30.67 - $32.13 $521K - $546K
17.8K $561M
LLY
Eli Lilly & CO

Healthcare
700
+ 275.59%
$625.65 - $812.69 $438K - $569K
954 $728M
QUAL
Ishares Msci Usa Quality Facto

ETFs
247
+ 0.61%
$182.33 - $194.5 $45K - $48K
40.9K $7.95B
CVX
Chevron Corp

Energy
2.38K
+ 18.78%
$145.57 - $161.83 $346K - $385K
15K $2.33B
HON
Honeywell International Inc

Industrials
3.05K
+ 49.49%
$207.7 - $240.4 $633K - $733K
9.21K $1.94B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.83K
+ 1603.65%
$97.75 - $100.75 $472K - $486K
5.13K $514M
MRK
Merck & Co., Inc.

Healthcare
4.51K
+ 25.35%
$77.6 - $87.37 $350K - $394K
22.3K $1.87B
VZ
Verizon Communications Inc

Communication Services
9.71K
+ 28.31%
$40.84 - $45.06 $396K - $437K
44K $1.93B
URA
Global X Uranium ETF

ETFs
8.66K
+ 8663.0%
$36.45 - $50.4 $316K - $437K
8.76K $418M
TSLA
Tesla, Inc.

Consumer Cyclical
893
+ 1513.56%
$293.94 - $444.72 $262K - $397K
952 $423M
T
At&T Inc.

Communication Services
12K
+ 440.38%
$26.94 - $29.62 $324K - $357K
14.8K $417M
ABBV
Abb Vie Inc.

Healthcare
747
+ 21.23%
$184.85 - $231.54 $138K - $173K
4.27K $988M
HD
Home Depot, Inc.

Consumer Cyclical
395
+ 8.75%
$357.4 - $423.42 $141K - $167K
4.91K $1.99B
JPM
Jpmorgan Chase & CO

Financial Services
407
+ 5.52%
$282.78 - $316.06 $115K - $129K
7.78K $2.45B
WPC
W. P. Carey Inc.

Real Estate
4.44K
+ 149.03%
$61.29 - $68.7 $272K - $305K
7.43K $502M
PG
Procter & Gamble CO

Consumer Defensive
2.71K
+ 15.21%
$150.47 - $161.22 $407K - $437K
20.5K $3.15B
MMM
3 M CO

Industrials
1.7K
+ 14.06%
$144.41 - $160.2 $246K - $273K
13.8K $2.15B
V
Visa Inc.

Financial Services
1.06K
+ 21.77%
$332.09 - $358.86 $353K - $381K
5.95K $2.03B
MSFT
Microsoft Corp

Technology
305
+ 4.68%
$491.09 - $535.64 $150K - $163K
6.82K $3.53B
GLDM
World Gold Trust

ETFs
3.17K
+ 71.22%
$64.73 - $76.45 $205K - $243K
7.63K $583M
GS
Goldman Sachs Group Inc

Financial Services
86
+ 3.54%
$696.56 - $806.32 $59.9K - $69.3K
2.52K $2B
AXP
American Express CO

Financial Services
583
+ 11.83%
$294.27 - $342.31 $172K - $200K
5.51K $1.83B
C
Citigroup Inc

Financial Services
2.34K
+ 283.43%
$85.57 - $103.49 $201K - $243K
3.17K $322M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
452
+ 3228.57%
$473.44 - $553.71 $214K - $250K
466 $255M
WMT
Walmart Inc.

Consumer Defensive
629
+ 1.85%
$94.4 - $104.27 $59.4K - $65.6K
34.6K $3.56B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
802
+ 4.92%
$110.74 - $122.12 $88.8K - $97.9K
17.1K $2.07B
CRM
Salesforce, Inc.

Technology
1.58K
+ 34.83%
$231.66 - $273.65 $365K - $431K
6.1K $1.45B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.13K
+ 28.79%
$92.18 - $95.14 $196K - $202K
9.51K $904M
MCD
Mcdonalds Corp

Consumer Cyclical
392
+ 5.22%
$291.67 - $316.99 $114K - $124K
7.9K $2.4B
SBUX
Starbucks Corp

Consumer Cyclical
2.56K
+ 102.77%
$81.9 - $96.86 $210K - $248K
5.05K $427M
TRV
Travelers Companies, Inc.

Financial Services
489
+ 9.24%
$250.62 - $279.43 $123K - $137K
5.78K $1.61B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.06K
+ 37.44%
$134.94 - $145.86 $143K - $155K
3.9K $568M
OEF
Ishares S&P 100 ETF

ETFs
274
+ 8.61%
N/A
3.46K $1.15B
Activity Summary
Buys All Purchases 248 New Holdings 77 Increased Positions 171 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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