Gen Wealth Partners Inc Incresed Positions in Q1 2025

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.85%
$122.59 - $135.24 $245 - $270
236 $29.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
238
+ 11.04%
$96.3 - $112.23 $22.9K - $26.7K
2.39K $233M
AOS
Smith A O Corp

Industrials
286
+ 3.88%
$65.16 - $72.69 $18.6K - $20.8K
7.65K $500M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
384
+ 2.44%
$91.76 - $103.26 $35.2K - $39.7K
16.1K $1.49B
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.4%
$271.18 - $303.12 $271 - $303
250 $68.6M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.23%
$183.02 - $207.75 $183 - $208
433 $80.7M
ADM
Archer Daniels Midland CO

Consumer Defensive
517
+ 4.38%
$45.22 - $52.17 $23.4K - $27K
12.3K $592M
STEP
Step Stone Group Inc.

Financial Services
61
+ 3.74%
$47.81 - $64.82 $2.92K - $3.95K
1.69K $88.3M
HRL
Hormel Foods Corp

Consumer Defensive
41
+ 0.22%
$28.29 - $31.52 $1.16K - $1.29K
19K $589M
HD
Home Depot, Inc.

Consumer Cyclical
230
+ 5.66%
$347.25 - $424.87 $79.9K - $97.7K
4.29K $1.57B
BEN
Franklin Resources Inc

Financial Services
718
+ 2.84%
$18.92 - $22.24 $13.6K - $16K
26K $500M
ATR
Aptargroup, Inc.

Healthcare
1
+ 0.06%
$141.7 - $159.83 $142 - $160
1.8K $268M
ALB
Albemarle Corp

Basic Materials
855
+ 15.54%
$69.95 - $97.49 $59.8K - $83.4K
6.36K $458M
USXF
Ishares Esg Advanced Msci Usa

Technology
151
+ 1.94%
$46.38 - $52.65 $7K - $7.95K
7.95K $371M
POOL
Pool Corp

Industrials
3
+ 0.38%
$314.92 - $364.31 $945 - $1.09K
791 $252M
PPG
Ppg Industries Inc

Basic Materials
248
+ 5.71%
$107.44 - $124.29 $26.6K - $30.8K
4.6K $502M
NKE
Nike, Inc.

Consumer Cyclical
3.01K
+ 17.38%
$63.29 - $81.72 $191K - $246K
20.4K $1.29B
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$114.9 - $139.6 $115 - $140
2.4K $282M
MRK
Merck & Co., Inc.

Healthcare
1.28K
+ 9.0%
$83.01 - $101.02 $106K - $129K
15.4K $1.39B
VBK
Vanguard Small Cap Growth ETF

ETFs
7
+ 0.55%
$247.97 - $296.33 $1.74K - $2.07K
1.29K $323M
DIS
Walt Disney CO

Communication Services
1.02K
+ 8.97%
$96.87 - $114.0 $98.8K - $116K
12.4K $1.22B
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.27%
$953.54 - $1132.42 $1.91K - $2.26K
753 $744M
AXP
American Express CO

Financial Services
287
+ 6.35%
$255.39 - $325.87 $73.3K - $93.5K
4.8K $1.29B
ORCL
Oracle Corp

Technology
716
+ 12.32%
$139.81 - $186.47 $100K - $134K
6.53K $913M
TGT
Target Corp

Consumer Defensive
242
+ 6.52%
$103.65 - $142.5 $25.1K - $34.5K
3.95K $412M
TROW
Price T Rowe Group Inc

Financial Services
8
+ 0.17%
$91.57 - $116.93 $733 - $935
4.66K $428M
CAT
Caterpillar Inc

Industrials
311
+ 5.11%
$326.75 - $407.63 $102K - $127K
6.4K $2.11B
AAPL
Apple Inc.

Technology
449
+ 5.5%
$209.68 - $247.1 $94.1K - $111K
8.62K $1.91B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.19K
+ 3.0%
$48.06 - $53.73 $201K - $225K
144K $7.03B
CRM
Salesforce, Inc.

Technology
348
+ 9.1%
$268.36 - $359.95 $93.4K - $125K
4.17K $1.12B
WST
West Pharmaceutical Services Inc

Healthcare
77
+ 4.1%
$199.11 - $347.87 $15.3K - $26.8K
1.95K $437M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.21K
+ 3.67%
$64.88 - $72.1 $597K - $664K
260K $17.1B
AMZN
Amazon Com Inc

Consumer Cyclical
372
+ 3.92%
$190.26 - $242.06 $70.8K - $90K
9.85K $1.87B
MSFT
Microsoft Corp

Technology
198
+ 3.09%
$375.39 - $447.2 $74.3K - $88.5K
6.61K $2.48B
NVDA
Nvidia Corp

Technology
267
+ 2.39%
$106.98 - $149.43 $28.6K - $39.9K
11.4K $1.24B
IYW
Ishares Dj Us Tech ETF

ETFs
437
+ 2.31%
$140.44 - $166.79 $61.4K - $72.9K
19.3K $2.72B
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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