Gen Wealth Partners Inc Reduced Holdings in Q1 2025

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CION
Cion Investment Corp

Financial Services
-1.39K
- 10.96%
$10.35 - $12.55 $14.4K - $17.4K
11.3K $117M
AVGO
Broadcom Inc.

Technology
-21
- 5.82%
$167.43 - $244.7 $3.52K - $5.14K
340 $56.9M
ABT
Abbott Laboratories

Healthcare
-1.28K
- 17.3%
$111.1 - $140.22 $142K - $179K
6.1K $809M
ITW
Illinois Tool Works Inc

Industrials
-30
- 0.95%
$244.9 - $274.48 $7.35K - $8.23K
3.14K $780M
PH
Parker Hannifin Corp

Industrials
-30
- 13.7%
$591.65 - $707.05 $17.7K - $21.2K
189 $115M
GIB
Cgi Inc

Technology
-22
- 0.96%
$98.12 - $122.43 $2.16K - $2.69K
2.27K $227M
VONG
Vanguard Russell 1000 Growth E

ETFs
-37
- 1.95%
$92.71 - $107.38 $3.43K - $3.97K
1.86K $173M
WAT
Waters Corp

Healthcare
-58
- 7.64%
$362.16 - $417.28 $21K - $24.2K
701 $258M
SYY
Sysco Corp

Consumer Defensive
-170
- 2.39%
$70.0 - $77.13 $11.9K - $13.1K
6.93K $520M
PRU
Prudential Financial Inc

Financial Services
-134
- 12.38%
$105.04 - $122.33 $14.1K - $16.4K
948 $106M
MET
Metlife Inc

Financial Services
-198
- 5.23%
$77.7 - $87.0 $15.4K - $17.2K
3.59K $288M
ABBV
Abb Vie Inc.

Healthcare
-744
- 17.56%
$169.2 - $216.66 $126K - $161K
3.49K $732M
ANSS
Ansys Inc

Technology
-10
- 1.2%
$316.56 - $360.36 $3.17K - $3.6K
824 $261M
USB
Us Bancorp \De\

Financial Services
-211
- 10.29%
$40.92 - $50.9 $8.63K - $10.7K
1.84K $77.6M
PEG
Public Service Enterprise Group Inc

Utilities
-205
- 19.85%
$78.2 - $90.39 $16K - $18.5K
828 $68.1M
FITB
Fifth Third Bancorp

Financial Services
-246
- 8.22%
$37.48 - $44.96 $9.22K - $11.1K
2.75K $108M
BAC
Bank Of America Corp

Financial Services
-309
- 11.6%
$39.61 - $47.74 $12.2K - $14.8K
2.35K $98.2M
QCOM
Qualcomm Inc

Technology
-117
- 7.21%
$151.94 - $175.86 $17.8K - $20.6K
1.51K $231M
PFE
Pfizer Inc

Healthcare
-238
- 3.04%
$25.01 - $27.13 $5.95K - $6.46K
7.58K $192M
SRE
Sempra Energy

Utilities
-122
- 30.65%
$67.85 - $87.67 $8.28K - $10.7K
276 $19.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.77%
$507.05 - $563.67 $2.03K - $2.25K
515 $265M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.07%
$576.36 - $736.67 $576 - $737
1.45K $833M
IRBO
Ishares Robotics & Artificial

ETFs
-150
- 10.09%
N/A
1.34K $42M
AJG
Arthur J. Gallagher & Co.

Financial Services
-316
- 20.08%
$275.89 - $345.24 $87.2K - $109K
1.26K $434M
LAMR
Lamar Advertising CO

Real Estate
-72
- 14.52%
$110.65 - $132.9 $7.97K - $9.57K
424 $48.2M
VONV
Vanguard Russell 1000 Value Et

ETFs
-190
- 6.69%
$80.21 - $86.14 $15.2K - $16.4K
2.65K $219M
CSX
Csx Corp

Industrials
-110
- 3.63%
$29.11 - $33.67 $3.2K - $3.7K
2.92K $86M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-67
- 1.25%
$96.18 - $109.82 $6.44K - $7.36K
5.27K $540M
LMT
Lockheed Martin Corp

Industrials
-6
- 2.71%
$423.19 - $506.29 $2.54K - $3.04K
215 $96M
EIX
Edison International

Utilities
-87
- 31.64%
$50.06 - $80.01 $4.36K - $6.96K
188 $11.1M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-72
- 10.94%
$80.73 - $94.96 $5.81K - $6.84K
586 $48.6M
HBAN
Huntington Bancshares Inc

Financial Services
-315
- 6.57%
$14.28 - $17.39 $4.5K - $5.48K
4.48K $67.3M
PCG
Pg&E Corp

Utilities
-425
- 45.07%
$15.16 - $20.4 $6.44K - $8.67K
518 $8.9M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-319
- 11.02%
$9.59 - $11.83 $3.06K - $3.77K
2.58K $24.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
-8
- 0.94%
$237.72 - $276.98 $1.9K - $2.22K
843 $206M
F
Ford Motor CO

Consumer Cyclical
-1.05K
- 15.22%
$9.12 - $10.43 $9.55K - $10.9K
5.83K $58.5M
PPL
Ppl Corp

Utilities
-305
- 71.26%
$31.68 - $36.11 $9.66K - $11K
123 $4.44M
KMI
Kinder Morgan, Inc.

Energy
-443
- 14.77%
$26.1 - $31.22 $11.6K - $13.8K
2.56K $73M
WFC
Wells Fargo & Company

Financial Services
-161
- 9.43%
$66.78 - $81.42 $10.8K - $13.1K
1.55K $111M
CFG
Citizens Financial Group Inc

Financial Services
-99
- 5.79%
$39.73 - $48.36 $3.93K - $4.79K
1.61K $66M
VST
Vistra Corp.

Utilities
-35
- 15.84%
$108.49 - $191.89 $3.8K - $6.72K
186 $21.8M
JCI
Johnson Controls International PLC

Industrials
-116
- 15.26%
$76.12 - $90.6 $8.83K - $10.5K
644 $51.6M
EMN
Eastman Chemical CO

Basic Materials
-74
- 13.55%
$87.05 - $103.47 $6.44K - $7.66K
472 $41.6M
LNT
Alliant Energy Corp

Utilities
-142
- 49.13%
$56.66 - $66.04 $8.05K - $9.38K
147 $9.46M
DD
Du Pont De Nemours, Inc.

Basic Materials
-80
- 8.39%
$72.7 - $84.32 $5.82K - $6.75K
873 $65.2M
BK
Bank Of New York Mellon Corp

Financial Services
-161
- 18.68%
$75.42 - $88.95 $12.1K - $14.3K
701 $58.8M
NI
Nisource Inc.

Utilities
-295
- 21.09%
$35.57 - $41.23 $10.5K - $12.2K
1.1K $44.3M
NSC
Norfolk Southern Corp

Industrials
-36
- 4.63%
$227.69 - $259.76 $8.2K - $9.35K
741 $176M
UPS
United Parcel Service Inc

Industrials
-25
- 10.96%
$109.66 - $136.26 $2.74K - $3.41K
203 $22.3M
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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