Gen Wealth Partners Inc Reduced Holdings in Q3 2024

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
-246
- 9.27%
$87.11 - $104.95 $21.4K - $25.8K
2.41K $234M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-725
- 9.8%
$22.3 - $26.02 $16.2K - $18.9K
6.68K $169M
RWR
Spdr Dow Jones Reit ETF

ETFs
-26
- 5.52%
$92.36 - $108.47 $2.4K - $2.82K
445 $46.9M
CCI
Crown Castle International Corp

Real Estate
-1
- 0.27%
$95.29 - $120.24 $95.3 - $120
373 $40.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-79
- 1.81%
$29.23 - $33.51 $2.31K - $2.65K
4.29K $138M
PEG
Public Service Enterprise Group Inc

Utilities
-248
- 13.34%
$73.58 - $89.21 $18.2K - $22.1K
1.61K $142M
GILD
Gilead Sciences, Inc.

Healthcare
-47
- 9.69%
$66.59 - $83.99 $3.13K - $3.95K
438 $38.7M
VRT
Vertiv Holdings CO

Industrials
-656
- 21.35%
$86.66 - $86.66 $56.8K - $56.8K
2.42K $272M
FITB
Fifth Third Bancorp

Financial Services
-324
- 12.18%
$36.01 - $43.64 $11.7K - $14.1K
2.34K $103M
VONV
Vanguard Russell 1000 Value Et

ETFs
-148
- 4.95%
$76.07 - $83.33 $11.3K - $12.3K
2.84K $236M
NVDA
Nvidia Corp

Technology
-370
- 9.87%
$98.91 - $134.91 $36.6K - $49.9K
3.38K $471M
FVD
First Tr Value Line Divid Inde

ETFs
-221
- 5.19%
$40.45 - $45.49 $8.94K - $10.1K
4.04K $182M
FNF
Fidelity National Financial, Inc.

Financial Services
-3
- 0.39%
$48.08 - $62.04 $144 - $186
758 $46.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-36
- 2.22%
$127.29 - $141.5 $4.58K - $5.09K
1.58K $217M
CFG
Citizens Financial Group Inc

Financial Services
-84
- 4.41%
$35.24 - $43.24 $2.96K - $3.63K
1.82K $77.8M
VST
Vistra Corp.

Utilities
-189
- 21.6%
$69.0 - $119.06 $13K - $22.5K
686 $85.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
-32
- 0.93%
N/A
3.42K $77.8M
MO
Altria Group, Inc.

Consumer Defensive
-39
- 1.6%
$45.95 - $54.71 $1.79K - $2.13K
2.4K $121M
NEE
Nextera Energy Inc

Utilities
-795
- 8.87%
$69.9 - $84.97 $55.6K - $67.6K
8.17K $646M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-222
- 6.43%
$386.81 - $423.12 $85.9K - $93.9K
3.23K $1.36B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-156
- 3.95%
$83.76 - $91.82 $13.1K - $14.3K
3.79K $344M
VOT
Vanguard Mid Cap Growth Index

ETFs
-18
- 2.02%
$218.05 - $243.47 $3.92K - $4.38K
875 $217M
SBUX
Starbucks Corp

Consumer Cyclical
-400
- 15.11%
$72.51 - $98.6 $29K - $39.4K
2.25K $219M
LMT
Lockheed Martin Corp

Industrials
-12
- 4.84%
$460.3 - $584.56 $5.52K - $7.01K
236 $129M
GIS
General Mills Inc

Consumer Defensive
-7
- 0.23%
$62.5 - $75.15 $438 - $526
3.03K $207M
BK
Bank Of New York Mellon Corp

Financial Services
-5
- 0.48%
$59.54 - $72.17 $298 - $361
1.04K $78.9M
USB
Us Bancorp \De\

Financial Services
-87
- 3.58%
$39.04 - $47.23 $3.4K - $4.11K
2.34K $114M
KMI
Kinder Morgan, Inc.

Energy
-107
- 2.57%
$19.72 - $22.22 $2.11K - $2.38K
4.06K $101M
VOE
Vanguard Mid Cap Value Index F

ETFs
-24
- 1.72%
$149.02 - $167.67 $3.58K - $4.02K
1.38K $230M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-250
- 2.57%
$56.29 - $62.74 $14.1K - $15.7K
9.47K $599M
ECL
Ecolab Inc.

Basic Materials
-92
- 2.7%
$228.86 - $255.76 $21.1K - $23.5K
3.32K $838M
SPGI
S&P Global Inc.

Financial Services
-37
- 3.25%
$446.32 - $527.38 $16.5K - $19.5K
1.1K $535M
PH
Parker Hannifin Corp

Industrials
-4
- 1.56%
$501.01 - $635.92 $2K - $2.54K
252 $157M
PM
Philip Morris International Inc.

Consumer Defensive
-109
- 7.6%
$101.25 - $127.45 $11K - $13.9K
1.33K $175M
SO
Southern CO

Utilities
-15
- 0.55%
$77.0 - $90.52 $1.16K - $1.36K
2.7K $241M
DOV
Dover Corp

Industrials
-38
- 1.25%
$172.5 - $193.03 $6.56K - $7.34K
3K $578M
BRO
Brown & Brown, Inc.

Financial Services
-682
- 10.83%
$89.11 - $105.82 $60.8K - $72.2K
5.62K $594M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-22
- 2.09%
$156.14 - $187.2 $3.44K - $4.12K
1.03K $196M
PSA
Public Storage

Real Estate
-4
- 0.5%
$283.13 - $365.01 $1.13K - $1.46K
792 $266M
IYW
Ishares Dj Us Tech ETF

ETFs
-412
- 2.15%
$133.16 - $158.73 $54.9K - $65.4K
18.8K $2.92B
CB
Chubb LTD

Financial Services
-47
- 2.18%
$252.51 - $292.2 $11.9K - $13.7K
2.11K $598M
MET
Metlife Inc

Financial Services
-46
- 1.12%
$67.96 - $82.48 $3.13K - $3.79K
4.08K $339M
AMCR
Amcor PLC

Consumer Cyclical
-1.26K
- 2.36%
$9.5 - $11.44 $12K - $14.4K
52.1K $576M
FRT
Federal Realty Investment Trust

Real Estate
-43
- 0.89%
$100.42 - $117.38 $4.32K - $5.05K
4.77K $545M
O
Realty Income Corp

Real Estate
-149
- 1.61%
$52.36 - $63.42 $7.8K - $9.45K
9.09K $550M
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.03%
$99.55 - $123.34 $99.6 - $123
2.93K $358M
GS
Goldman Sachs Group Inc

Financial Services
-238
- 8.82%
$459.02 - $510.25 $109K - $121K
2.46K $1.29B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-611
- 9.21%
$85.44 - $110.36 $52.2K - $67.4K
6.02K $660M
LOW
Lowes Companies Inc

Consumer Cyclical
-34
- 1.58%
$213.3 - $270.78 $7.25K - $9.21K
2.12K $555M
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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