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
AEE
Ameren Corp

Utilities
-76
- 69.09%
$86.87 - $103.67 $6.6K - $7.88K
34 $3.41M
CEG
Constellation Energy Corp

Utilities
-20
- 19.23%
$201.63 - $347.44 $4.03K - $6.95K
84 $16.9M
LHX
L3 Harris Technologies, Inc.

Industrials
-29
- 13.3%
$194.65 - $222.86 $5.64K - $6.46K
189 $39.6M
DHR
Danaher Corp

Healthcare
-5
- 2.35%
$201.62 - $250.59 $1.01K - $1.25K
208 $42.6M
DGRO
Ishares Core Dividend Growth E

ETFs
-105
- 7.94%
$60.46 - $64.42 $6.35K - $6.76K
1.22K $75.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-190
- 48.47%
$24.91 - $29.02 $4.73K - $5.51K
202 $5.06M
HSIC
Henry Schein Inc

Healthcare
-44
- 1.16%
$68.49 - $81.91 $3.01K - $3.6K
3.76K $257M
OGE
Oge Energy Corp.

Utilities
-156
- 48.9%
$39.76 - $46.32 $6.2K - $7.23K
163 $7.49M
C
Citigroup Inc

Financial Services
-84
- 14.56%
$67.23 - $84.63 $5.65K - $7.11K
493 $35M
VT
Vanguard Total World Stk Index

ETFs
-44
- 73.33%
$115.08 - $123.97 $5.06K - $5.45K
16 $1.85M
NUE
Nucor Corp

Basic Materials
-156
- 4.08%
$114.48 - $142.52 $17.9K - $22.2K
3.67K $441M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-211
- 57.34%
$21.23 - $23.75 $4.48K - $5.01K
157 $3.38M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-9
- 39.13%
$314.47 - $431.35 $2.83K - $3.88K
14 $5.13M
COP
Conocophillips

Energy
-134
- 8.39%
$88.6 - $105.85 $11.9K - $14.2K
1.46K $154M
GILD
Gilead Sciences, Inc.

Healthcare
-101
- 28.86%
$89.14 - $117.41 $9K - $11.9K
249 $27.9M
D
Dominion Energy, Inc

Utilities
-99
- 16.47%
$52.85 - $57.43 $5.23K - $5.69K
502 $28.1M
VTRS
Viatris Inc

Healthcare
-329
- 96.48%
$8.68 - $12.42 $2.86K - $4.09K
12 $105K
CNP
Centerpoint Energy Inc

Utilities
-210
- 26.99%
$30.87 - $36.25 $6.48K - $7.61K
568 $20.6M
PEAK
Healthpeak Properties, Inc.

Real Estate
-193
- 5.94%
N/A
3.06K $61.8M
SO
Southern CO

Utilities
-271
- 12.4%
$80.96 - $92.96 $21.9K - $25.2K
1.92K $176M
EXC
Exelon Corp

Utilities
-177
- 29.75%
$37.3 - $46.08 $6.6K - $8.16K
418 $19.3M
OGS
One Gas, Inc.

Utilities
-46
- 76.67%
$67.77 - $76.05 $3.12K - $3.5K
14 $1.06M
FTS
Fortis Inc.

Utilities
-76
- 70.37%
$40.49 - $45.58 $3.08K - $3.46K
32 $1.46M
CCL
Carnival Corp

Consumer Cyclical
-100
- 50.0%
$19.08 - $28.49 $1.91K - $2.85K
100 $1.95M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-90
- 15.28%
$45.62 - $51.12 $4.11K - $4.6K
499 $25.4M
BR
Broadridge Financial Solutions, Inc.

Technology
-23
- 14.37%
$221.46 - $244.83 $5.09K - $5.63K
137 $33.2M
KEYS
Keysight Technologies, Inc.

Technology
-16
- 33.33%
$148.16 - $185.11 $2.37K - $2.96K
32 $4.79M
TRGP
Targa Resources Corp.

Energy
-178
- 11.87%
$178.44 - $217.22 $31.8K - $38.7K
1.32K $265M
EVRG
Evergy, Inc.

Utilities
-56
- 34.36%
$59.9 - $69.52 $3.35K - $3.89K
107 $7.38M
HII
Huntington Ingalls Industries, Inc.

Industrials
-16
- 29.63%
$159.75 - $208.61 $2.56K - $3.34K
38 $7.75M
NGG
National Grid PLC

Utilities
-39
- 82.98%
$56.13 - $65.61 $2.19K - $2.56K
8 $525K
WEC
Wec Energy Group, Inc.

Utilities
-58
- 20.49%
$92.12 - $108.98 $5.34K - $6.32K
225 $24.5M
MDU
Mdu Resources Group Inc

Industrials
-110
- 58.82%
$16.45 - $18.61 $1.81K - $2.05K
77 $1.3M
Everus Constr Group Com
-26
- 81.25%
N/A
6 $223K
BKH
Black Hills Corp

Utilities
-53
- 7.71%
$55.74 - $61.86 $2.95K - $3.28K
634 $38.5M
Net Lease Office Properties Com
-46
- 25.84%
N/A
132 $4.14M
AES
Aes Corp

Utilities
-81
- 9.09%
$9.93 - $13.23 $804 - $1.07K
810 $10.1M
TJX
Tjx Companies Inc

Consumer Cyclical
-24
- 1.08%
$112.81 - $126.16 $2.71K - $3.03K
2.19K $267M
MLKN
Millerknoll, Inc.

Consumer Cyclical
-18
- 28.13%
$18.34 - $23.29 $330 - $419
46 $880K
TRP
Tc Energy Corp

Energy
-30
- 2.19%
$44.29 - $49.27 $1.33K - $1.48K
1.34K $63.2M
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 1.67%
$406.29 - $469.04 $3.66K - $4.22K
529 $222M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1
- 25.0%
$175.5 - $209.86 $176 - $210
3 $544K
MA
Mastercard Inc

Financial Services
-5
- 4.13%
$504.67 - $576.31 $2.52K - $2.88K
116 $63.6M
CME
Cme Group Inc.

Financial Services
-4
- 13.33%
$225.82 - $266.54 $903 - $1.07K
26 $6.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1
- 0.74%
$9.47 - $11.46 $9.47 - $11.5
135 $1.45M
T
At&T Inc.

Communication Services
-739
- 19.13%
$21.56 - $28.28 $15.9K - $20.9K
3.12K $88.3M
CCI
Crown Castle International Corp

Real Estate
-39
- 11.47%
$84.33 - $106.39 $3.29K - $4.15K
301 $31.4M
FNF
Fidelity National Financial, Inc.

Financial Services
-85
- 12.56%
$54.25 - $65.27 $4.61K - $5.55K
592 $38.5M
ECL
Ecolab Inc.

Basic Materials
-256
- 7.49%
$229.72 - $269.82 $58.8K - $69.1K
3.16K $802M
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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