Gen Wealth Partners Inc Incresed Positions in Q2 2025

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares U.S. Thematic Rotation Active ETF
79K
+ 310.52%
N/A
104K $3.71B
EFV
Msci Eafe Value ETF

ETFs
36.5K
+ 39.22%
$52.4 - $64.65 $1.91M - $2.36M
129K $8.22B
IEMG
Ishares Inc

ETFs
39.1K
+ 93.2%
N/A
81.1K $4.87B
XLG
Invesco Exchange Traded Fd Tr

ETFs
25.1K
+ 89.68%
$40.94 - $52.1 $1.03M - $1.31M
53K $2.76B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.46K
+ 2.4%
$43.53 - $54.46 $150K - $188K
148K $8.03B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.69K
+ 7.08%
$152.42 - $182.82 $409K - $491K
40.6K $7.42B
IVV
Ishares Core S&P 500 ETF

ETFs
391
+ 3.76%
$498.8 - $620.9 $195K - $243K
10.8K $6.7B
NVDA
Nvidia Corp

Technology
1.76K
+ 15.41%
$94.31 - $157.99 $166K - $278K
13.2K $2.08B
XTEN
Bondbloxx ETF Tr Bloomberg 10
15.9K
+ 93.45%
N/A
32.9K $1.52B
JKHY
Henry Jack & Associates Inc

Technology
4.03K
+ 246.33%
$163.54 - $186.02 $658K - $749K
5.66K $1.02B
EFG
Msci Eafe Growth ETF

ETFs
629
+ 1.89%
$89.8 - $112.0 $56.5K - $70.4K
33.8K $3.79B
CAT
Caterpillar Inc

Industrials
195
+ 3.05%
$273.94 - $388.21 $53.4K - $75.7K
6.6K $2.56B
GS
Goldman Sachs Group Inc

Financial Services
42
+ 1.76%
$462.22 - $707.75 $19.4K - $29.7K
2.43K $1.72B
IVE
Ishares S&P 500 Value ETF

ETFs
1.37K
+ 5.01%
$168.34 - $195.42 $230K - $268K
28.7K $5.6B
DIS
Walt Disney CO

Communication Services
347
+ 2.8%
$81.72 - $124.01 $28.4K - $43K
12.7K $1.58B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.47K
+ 651.5%
$102.02 - $103.5 $354K - $359K
4K $411M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
169
+ 1.05%
$82.32 - $112.47 $13.9K - $19K
16.3K $1.83B
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 2.03%
$167.32 - $223.3 $33.5K - $44.7K
10.1K $2.21B
INTU
Intuit Inc

Technology
84
+ 5.87%
$544.07 - $787.63 $45.7K - $66.2K
1.52K $1.19B
MUB
Ishares National Muni Bond ETF

ETFs
2.93K
+ 15.39%
$102.31 - $105.8 $300K - $310K
22K $2.3B
AXP
American Express CO

Financial Services
123
+ 2.56%
$231.39 - $318.98 $28.5K - $39.2K
4.93K $1.57B
NKE
Nike, Inc.

Consumer Cyclical
1.27K
+ 6.25%
$53.27 - $72.04 $67.8K - $91.6K
21.6K $1.54B
NVO
Novo Nordisk A S

Healthcare
3.53K
+ 36.37%
$58.08 - $81.05 $205K - $286K
13.3K $915M
HON
Honeywell International Inc

Industrials
190
+ 3.18%
$182.86 - $232.88 $34.7K - $44.2K
6.16K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
55
+ 3.28%
$416.06 - $551.64 $22.9K - $30.3K
1.73K $957M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
147
+ 2.99%
$376.48 - $440.65 $55.3K - $64.8K
5.07K $2.23B
OEF
Ishares S&P 100 ETF

ETFs
167
+ 5.54%
N/A
3.18K $968M
MTD
Mettler Toledo International Inc

Healthcare
122
+ 18.86%
$970.15 - $1216.57 $118K - $148K
769 $903M
ICE
Intercontinental Exchange, Inc.

Financial Services
364
+ 6.57%
$151.62 - $183.47 $55.2K - $66.8K
5.9K $1.08B
BSX
Boston Scientific Corp

Healthcare
1.1K
+ 135.19%
$89.7 - $107.41 $98.2K - $118K
1.91K $205M
MSCI
Msci Inc.

Financial Services
172
+ 11.26%
$506.56 - $576.74 $87.1K - $99.2K
1.7K $980M
SYK
Stryker Corp

Healthcare
210
+ 14.9%
$337.37 - $395.63 $70.8K - $83.1K
1.62K $641M
EMR
Emerson Electric CO

Industrials
10
+ 0.21%
$94.15 - $133.33 $942 - $1.33K
4.79K $638M
CRM
Salesforce, Inc.

Technology
351
+ 8.41%
$236.26 - $291.15 $82.9K - $102K
4.53K $1.23B
MBB
Ishares Tr

ETFs
1.16K
+ 9.81%
$91.41 - $94.22 $106K - $109K
13K $1.22B
TSCO
Tractor Supply CO

Consumer Cyclical
2.65K
+ 16.13%
$47.86 - $55.77 $127K - $148K
19.1K $1.01B
ACN
Accenture PLC

Technology
429
+ 15.89%
$279.23 - $323.21 $120K - $139K
3.13K $935M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 3.37%
$908.13 - $1056.85 $33.6K - $39.1K
1.13K $1.12B
TMO
Thermo Fisher Scientific Inc.

Healthcare
569
+ 35.72%
$390.26 - $489.06 $222K - $278K
2.16K $877M
HD
Home Depot, Inc.

Consumer Cyclical
218
+ 5.08%
$335.24 - $380.78 $73.1K - $83K
4.51K $1.65B
EFA
Ishares Tr Msci Eafe ETF

ETFs
28
+ 0.28%
$72.96 - $90.39 $2.04K - $2.53K
9.96K $890M
IDXX
Idexx Laboratories Inc

Healthcare
29
+ 5.48%
$361.04 - $536.34 $10.5K - $15.6K
558 $299M
ADP
Automatic Data Processing Inc

Industrials
194
+ 3.83%
$276.76 - $326.81 $53.7K - $63.4K
5.26K $1.62B
VUG
Vanguard Growth ETF

ETFs
77
+ 13.6%
$329.49 - $438.4 $25.4K - $33.8K
643 $282M
ROL
Rollins Inc

Consumer Cyclical
518
+ 2.98%
$50.65 - $58.58 $26.2K - $30.3K
17.9K $1.01B
NUE
Nucor Corp

Basic Materials
283
+ 7.72%
$103.22 - $131.43 $29.2K - $37.2K
3.95K $511M
CL
Colgate Palmolive CO

Consumer Defensive
1.17K
+ 7.83%
$87.57 - $96.0 $102K - $112K
16.1K $1.46B
FDS
Factset Research Systems Inc

Financial Services
190
+ 6.27%
$398.85 - $473.32 $75.8K - $89.9K
3.22K $1.44B
FICO
Fair Isaac Corp

Technology
36
+ 8.09%
$1503.62 - $2206.01 $54.1K - $79.4K
481 $880M
Activity Summary
Buys All Purchases 212 New Holdings 47 Increased Positions 165 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email