Gen Wealth Partners Inc Incresed Positions in Q3 2024

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
153
+ 22.63%
$296.54 - $331.25 $45.4K - $50.7K
829 $272M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
22
+ 8.46%
$1015.62 - $1159.62 $22.3K - $25.5K
282 $328M
IT
Gartner Inc

Technology
38
+ 8.17%
$441.32 - $516.47 $16.8K - $19.6K
503 $261M
SYK
Stryker Corp

Healthcare
43
+ 2.93%
$315.94 - $371.96 $13.6K - $16K
1.51K $549M
Ishares Bitcoin Trust ETF
990
+ 77.34%
N/A
2.27K $92.8M
GIB
Cgi Inc

Technology
204
+ 10.08%
$99.02 - $116.4 $20.2K - $23.7K
2.23K $251M
DGX
Quest Diagnostics Inc

Healthcare
114
+ 7.21%
$137.09 - $137.09 $15.6K - $15.6K
1.7K $264M
EME
Emcor Group, Inc.

Industrials
1
+ 0.14%
$340.22 - $435.6 $340 - $436
704 $304M
NFLX
Netflix Inc

Communication Services
54
+ 78.26%
$598.55 - $722.26 $32.3K - $39K
123 $92.7M
ALL
Allstate Corp

Financial Services
124
+ 16.42%
$158.43 - $192.86 $19.6K - $23.9K
879 $167M
WING
Wingstop Inc.

Consumer Cyclical
246
+ 125.51%
$352.46 - $427.92 $86.7K - $105K
442 $128M
PPG
Ppg Industries Inc

Basic Materials
358
+ 10.18%
$118.32 - $134.55 $42.4K - $48.2K
3.88K $487M
ANET
Arista Networks, Inc.

Technology
98
+ 93.33%
$311.42 - $388.21 $30.5K - $38K
203 $80.4M
PSN
Parsons Corp

Industrials
37
+ 2.67%
$76.52 - $103.68 $2.83K - $3.84K
1.42K $156M
CTAS
Cintas Corp

Industrials
2.3K
+ 258.88%
$201.38 - $819.83 $464K - $1.89M
3.19K $664M
FN
Fabrinet

Technology
152
+ 102.7%
$193.84 - $273.5 $29.5K - $41.6K
300 $75.1M
IDXX
Idexx Laboratories Inc

Healthcare
117
+ 29.25%
$455.08 - $517.19 $53.2K - $60.5K
517 $233M
DCI
Donaldson CO Inc

Industrials
386
+ 11.0%
$69.34 - $74.86 $26.8K - $28.9K
3.9K $287M
QQQ
Invesco Qqq Trust, Series 1

ETFs
47
+ 6.76%
$434.77 - $502.96 $20.4K - $23.6K
742 $368M
PFE
Pfizer Inc

Healthcare
1.12K
+ 17.13%
$27.7 - $31.39 $30.9K - $35K
7.63K $217M
HBAN
Huntington Bancshares Inc

Financial Services
1.61K
+ 44.71%
$12.84 - $15.15 $20.7K - $24.4K
5.21K $82M
PGR
Progressive Corp

Financial Services
54
+ 8.94%
$209.46 - $259.24 $11.3K - $14K
658 $160M
GD
General Dynamics Corp

Industrials
21
+ 0.87%
$279.51 - $308.09 $5.87K - $6.47K
2.42K $730M
IWP
Ishares Russell Mid Cap Growth

ETFs
65
+ 2.79%
$103.87 - $117.59 $6.75K - $7.64K
2.39K $290M
KR
Kroger CO

Consumer Defensive
240
+ 7.5%
$50.43 - $57.3 $12.1K - $13.8K
3.44K $192M
AMT
American Tower Corp

Real Estate
45
+ 3.93%
$192.27 - $242.73 $8.65K - $10.9K
1.19K $254M
SCHW
Schwab Charles Corp

Financial Services
454
+ 79.51%
$61.74 - $76.08 $28K - $34.5K
1.03K $72.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
13
+ 1.03%
$240.48 - $267.94 $3.13K - $3.48K
1.28K $346M
DTM
Dt Midstream, Inc.

Energy
300
+ 256.41%
$69.34 - $79.28 $20.8K - $23.8K
417 $37.9M
BMY
Bristol Myers Squibb CO

Healthcare
100
+ 4.63%
$39.66 - $51.75 $3.97K - $5.18K
2.26K $119M
TROW
Price T Rowe Group Inc

Financial Services
390
+ 9.46%
$101.71 - $120.75 $39.7K - $47.1K
4.51K $505M
Arm Holdings PLC Sponsored Ads
200
+ 38.46%
N/A
720 $111M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
243
+ 506.25%
$96.25 - $101.98 $23.4K - $24.8K
291 $28.7M
XOM
Exxon Mobil Corp

Energy
94
+ 1.18%
$109.72 - $119.0 $10.3K - $11.2K
8.06K $941M
ROP
Roper Technologies Inc

Industrials
80
+ 6.2%
$515.25 - $576.55 $41.2K - $46.1K
1.37K $750M
BAC
Bank Of America Corp

Financial Services
325
+ 9.79%
$36.65 - $44.13 $11.9K - $14.3K
3.65K $154M
GNTX
Gentex Corp

Consumer Cyclical
1.02K
+ 27.66%
$28.39 - $35.19 $29K - $35.9K
4.71K $147M
DUK
Duke Energy Corp

Utilities
100
+ 13.33%
$99.35 - $117.71 $9.94K - $11.8K
850 $96.9M
DTE
Dte Energy CO

Utilities
107
+ 17.31%
$108.67 - $128.41 $11.6K - $13.7K
725 $90M
ICVT
Ishares Tr Convertible Bond Et

ETFs
126
+ 7.05%
$77.24 - $83.67 $9.73K - $10.5K
1.91K $162M
CSX
Csx Corp

Industrials
575
+ 21.04%
$32.48 - $35.45 $18.7K - $20.4K
3.31K $111M
NTNX
Nutanix, Inc.

Technology
63
+ 2.96%
$46.0 - $63.19 $2.9K - $3.98K
2.19K $141M
TKR
Timken CO

Industrials
200
+ 31.7%
$78.36 - $87.89 $15.7K - $17.6K
831 $70M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
303
+ 7.46%
$32.04 - $37.11 $9.71K - $11.2K
4.37K $155M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3
+ 2.33%
$1066.32 - $1355.99 $3.2K - $4.07K
132 $158M
IWS
Ishares Russell Midcap Value E

ETFs
122
+ 110.91%
$119.52 - $132.25 $14.6K - $16.1K
232 $30.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.22%
$105.53 - $118.34 $422 - $473
1.86K $215M
EEM
Ishares Msci Emerging Markets

ETFs
310
+ 57.94%
$40.42 - $46.7 $12.5K - $14.5K
845 $37.8M
GOLD
Barrick Gold Corp

Basic Materials
500
+ 41.67%
$16.56 - $21.01 $8.28K - $10.5K
1.7K $34.1M
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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