Gen Wealth Partners Inc Incresed Positions in Q4 2024

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.78K
+ 230.18%
$117.0 - $148.88 $910K - $1.16M
11.2K $1.5B
SHW
Sherwin Williams CO

Basic Materials
2.99K
+ 133.99%
$338.75 - $399.71 $1.01M - $1.19M
5.22K $1.77B
BA
Boeing CO

Industrials
1.29K
+ 20.63%
$138.14 - $180.72 $178K - $232K
7.52K $1.33B
CHKP
Check Point Software Technologies LTD

Technology
1.07K
+ 33.1%
$170.18 - $209.01 $183K - $224K
4.32K $806M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.85K
+ 17.46%
$99.11 - $112.25 $184K - $208K
12.5K $1.3B
PG
Procter & Gamble CO

Consumer Defensive
1.23K
+ 8.32%
$161.05 - $179.7 $197K - $220K
16K $2.68B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.39K
+ 1.74%
$49.03 - $53.35 $117K - $127K
140K $7.17B
MSCI
Msci Inc.

Financial Services
294
+ 27.87%
$569.09 - $635.99 $167K - $187K
1.35K $810M
AZO
Autozone Inc

Consumer Cyclical
54
+ 30.0%
$2981.19 - $3370.27 $161K - $182K
234 $749M
FDS
Factset Research Systems Inc

Financial Services
335
+ 24.49%
$449.69 - $495.72 $151K - $166K
1.7K $818M
CL
Colgate Palmolive CO

Consumer Defensive
2.61K
+ 23.69%
$90.22 - $102.31 $235K - $267K
13.6K $1.24B
MRK
Merck & Co., Inc.

Healthcare
2.58K
+ 22.26%
$96.31 - $114.76 $248K - $296K
14.2K $1.41B
COST
Costco Wholesale Corp

Consumer Defensive
174
+ 21.12%
$873.59 - $994.69 $152K - $173K
998 $914M
INTU
Intuit Inc

Technology
281
+ 29.45%
$602.01 - $706.25 $169K - $198K
1.24K $776M
ACN
Accenture PLC

Technology
493
+ 26.42%
$343.9 - $376.86 $170K - $186K
2.36K $830M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
+ 3.85%
$176.42 - $186.91 $232K - $246K
35.5K $6.31B
MNST
Monster Beverage Corp

Consumer Defensive
3.46K
+ 31.81%
$49.24 - $56.38 $170K - $195K
14.3K $753M
ROL
Rollins Inc

Consumer Cyclical
3.88K
+ 33.9%
$46.35 - $51.59 $180K - $200K
15.3K $711M
AAPL
Apple Inc.

Technology
27
+ 0.33%
$221.69 - $259.02 $5.99K - $6.99K
8.17K $2.05B
ADP
Automatic Data Processing Inc

Industrials
581
+ 13.01%
$280.08 - $307.97 $163K - $179K
5.05K $1.48B
FISV
Fiserv Inc

Technology
734
+ 21.46%
N/A
4.15K $853M
EFG
Msci Eafe Growth ETF

ETFs
4.44K
+ 8.37%
$96.83 - $106.88 $430K - $474K
57.5K $5.57B
PAYX
Paychex Inc

Industrials
1.2K
+ 27.86%
$135.86 - $148.73 $162K - $178K
5.48K $769M
ABC
Amerisourcebergen Corp

Healthcare
735
+ 28.76%
N/A
3.29K $740M
HON
Honeywell International Inc

Industrials
93
+ 1.74%
$202.84 - $236.0 $18.9K - $21.9K
5.43K $1.23B
MTD
Mettler Toledo International Inc

Healthcare
136
+ 34.78%
$1160.67 - $1498.12 $158K - $204K
527 $645M
TSCO
Tractor Supply CO

Consumer Cyclical
12K
+ 513.8%
$52.59 - $303.74 $630K - $3.64M
14.3K $760M
TMO
Thermo Fisher Scientific Inc.

Healthcare
302
+ 29.55%
$501.29 - $612.85 $151K - $185K
1.32K $689M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.24K
+ 33.08%
$148.29 - $166.93 $184K - $207K
5K $745M
HSY
Hershey CO

Consumer Defensive
822
+ 28.42%
$168.67 - $193.65 $139K - $159K
3.71K $629M
FICO
Fair Isaac Corp

Technology
57
+ 17.48%
$1911.01 - $2382.4 $109K - $136K
383 $763M
MUB
Ishares National Muni Bond ETF

ETFs
1.03K
+ 7.81%
$105.78 - $108.7 $109K - $112K
14.3K $1.52B
EFV
Msci Eafe Value ETF

ETFs
6.77K
+ 7.27%
$51.78 - $57.15 $351K - $387K
99.9K $5.24B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
210
+ 6.5%
$417.69 - $450.94 $87.7K - $94.7K
3.44K $1.46B
PLTR
Palantir Technologies Inc.

Technology
15
+ 0.48%
$36.46 - $82.38 $547 - $1.24K
3.12K $236M
GPC
Genuine Parts CO

Consumer Cyclical
842
+ 23.01%
$113.11 - $143.63 $95.2K - $121K
4.5K $526M
ORCL
Oracle Corp

Technology
813
+ 16.26%
$165.41 - $192.43 $134K - $156K
5.81K $969M
IVV
Ishares Core S&P 500 ETF

ETFs
45
+ 0.41%
$570.51 - $610.59 $25.7K - $27.5K
11K $6.47B
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.07K
+ 55.83%
$83.09 - $89.28 $88.7K - $95.4K
2.98K $253M
IYW
Ishares Dj Us Tech ETF

ETFs
142
+ 0.76%
$148.14 - $166.23 $21K - $23.6K
18.9K $3.02B
WFC
Wells Fargo & Company

Financial Services
1.21K
+ 241.4%
$54.98 - $77.35 $66.4K - $93.4K
1.71K $120M
HRL
Hormel Foods Corp

Consumer Defensive
2.19K
+ 13.04%
$29.21 - $33.55 $64K - $73.5K
19K $596M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
500
+ 35.51%
$110.69 - $154.48 $55.3K - $77.2K
1.91K $242M
PEP
Pepsico Inc

Consumer Defensive
1.09K
+ 15.92%
$151.29 - $176.1 $166K - $193K
7.97K $1.21B
IVE
Ishares S&P 500 Value ETF

ETFs
752
+ 4.82%
$189.5 - $206.17 $143K - $155K
16.4K $3.12B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.89K
+ 4.98%
$22.63 - $47.53 $87.9K - $185K
81.9K $1.86B
ADM
Archer Daniels Midland CO

Consumer Defensive
2.03K
+ 20.74%
$49.38 - $59.52 $100K - $121K
11.8K $597M
BEN
Franklin Resources Inc

Financial Services
3.01K
+ 13.52%
$19.35 - $22.76 $58.2K - $68.4K
25.3K $512M
IRBO
Ishares Robotics & Artificial

ETFs
1.19K
+ 404.07%
N/A
1.49K $55.1M
Activity Summary
Buys All Purchases 196 New Holdings 38 Increased Positions 158 Sells All Sells 160 Reductions 160 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