Gen Wealth Partners Inc Sells in Q3 2024

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-22.8K
- 72.18%
$32.34 - $35.85 $737K - $817K
8.79K $308M
IEMG
Ishares Inc

ETFs
-11K
- 39.12%
$53.64 - $53.64 $591K - $591K
17.2K $959M
T
At&T Inc.

Communication Services
-25.5K
- 84.08%
$18.21 - $22.28 $464K - $567K
4.82K $106M
MMM
3 M CO

Industrials
-6.74K
- 36.17%
$99.69 - $139.42 $672K - $939K
11.9K $1.52B
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.68K
- 85.63%
$105.92 - $110.83 $283K - $296K
449 $48.7M
WPC
W. P. Carey Inc.

Real Estate
-5.11K
- 56.53%
$54.63 - $63.96 $279K - $327K
3.93K $221M
EXPD
Expeditors International Of Washington Inc

Industrials
-1.63K
- 27.95%
$116.1 - $131.42 $189K - $214K
4.2K $502M
CLX
Clorox CO

Consumer Defensive
-2.13K
- 37.13%
$131.73 - $166.97 $280K - $355K
3.6K $564M
CVX
Chevron Corp

Energy
-683
- 6.09%
$137.88 - $161.97 $94.2K - $111K
10.5K $1.56B
Jacobs Solutions Inc Com
-1.34K
- 83.97%
N/A
256 $36.2M
KO
Coca Cola CO

Consumer Defensive
-3.41K
- 11.22%
$62.69 - $73.01 $214K - $249K
27K $1.78B
CRWD
Crowd Strike Holdings, Inc.

Technology
-405
Closed
$217.89 - $392.15 $88.2K - $159K
0 $0
HRL
Hormel Foods Corp

Consumer Defensive
-4.83K
- 22.34%
$30.04 - $33.14 $145K - $160K
16.8K $514M
BLD
Top Build Corp

Industrials
-372
Closed
$360.4 - $479.09 $134K - $178K
0 $0
PSX
Phillips 66

Energy
-935
- 79.1%
$125.0 - $147.17 $117K - $138K
247 $30.2M
MPC
Marathon Petroleum Corp

Energy
-570
- 44.29%
$158.61 - $180.75 $90.4K - $103K
717 $104M
BLBD
Blue Bird Corp

Consumer Cyclical
-2.21K
Closed
$45.15 - $54.51 $99.8K - $120K
0 $0
COP
Conocophillips

Energy
-748
- 31.8%
$102.3 - $116.61 $76.5K - $87.2K
1.6K $165M
MMYT
Make My Trip LTD

Consumer Cyclical
-1.33K
- 70.37%
$86.09 - $86.09 $114K - $114K
560 $56.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.1K
- 16.17%
$89.91 - $101.33 $98.5K - $111K
5.68K $524M
REVG
Rev Group, Inc.

Industrials
-3.91K
Closed
$23.9 - $31.84 $93.3K - $124K
0 $0
META
Meta Platforms, Inc.

Communication Services
-476
- 22.54%
$453.41 - $572.44 $216K - $272K
1.64K $968M
GOOGL
Alphabet Inc.

Communication Services
-359
- 8.39%
$148.65 - $191.18 $53.4K - $68.6K
3.92K $684M
MBB
Ishares Tr

ETFs
-1.1K
- 8.97%
$90.85 - $96.66 $100K - $107K
11.2K $1.04B
LLY
Eli Lilly & CO

Healthcare
-80
- 23.26%
$772.14 - $960.02 $61.8K - $76.8K
264 $224M
IRT
Independence Realty Trust, Inc.

Real Estate
-4.59K
- 82.37%
$18.32 - $21.15 $84.1K - $97.1K
983 $19.4M
ADBE
Adobe Inc.

Technology
-33
- 3.32%
$508.13 - $586.55 $16.8K - $19.4K
960 $467M
IAU
Ishares Gold Trust

ETFs
-2.37K
- 47.06%
$44.06 - $50.5 $105K - $120K
2.67K $141M
Ftai Aviation LTD Shs
-1.32K
- 50.04%
N/A
1.31K $191M
HEI
Heico Corp

Industrials
-358
Closed
$220.59 - $267.96 $79K - $95.9K
0 $0
CSL
Carlisle Companies Inc

Industrials
-175
Closed
$376.5 - $449.34 $65.9K - $78.6K
0 $0
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-5.75K
- 48.43%
$12.28 - $14.02 $70.6K - $80.6K
6.12K $81.7M
GE
General Electric CO

Industrials
-466
- 43.27%
$156.66 - $189.66 $73K - $88.4K
611 $107M
AMAT
Applied Materials Inc

Technology
-214
- 52.58%
$174.88 - $254.97 $37.4K - $54.6K
193 $35.8M
FSK
Fs Kkr Capital Corp

Financial Services
-3K
- 17.76%
$18.74 - $20.43 $56.2K - $61.3K
13.9K $282M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.54K
- 32.4%
$24.59 - $27.83 $37.9K - $42.9K
3.21K $83.5M
URTH
Ishares Msci World ETF

ETFs
-341
- 35.59%
$140.68 - $156.99 $48K - $53.5K
617 $96.4M
Cava Group Inc Com
-705
- 56.4%
N/A
545 $72.9M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-3.48K
- 49.38%
$10.91 - $12.02 $37.9K - $41.8K
3.56K $41.4M
CION
Cion Investment Corp

Financial Services
-2.83K
- 16.38%
$11.55 - $12.46 $32.7K - $35.3K
14.5K $170M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-5.29K
- 97.49%
$6.71 - $8.78 $35.5K - $46.4K
136 $1.06M
OKE
Oneok Inc

Energy
-834
- 29.43%
$78.62 - $95.27 $65.6K - $79.5K
2K $192M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-168
- 97.11%
$109.03 - $210.9 $18.3K - $35.4K
5 $546K
VBR
Vanguard Small Cap Value ETF

ETFs
-237
- 35.48%
$179.99 - $201.6 $42.7K - $47.8K
431 $86.8M
ETN
Eaton Corp PLC

Industrials
-204
- 17.0%
$272.52 - $333.02 $55.6K - $67.9K
996 $341M
AAPL
Apple Inc.

Technology
-912
- 10.07%
$207.23 - $234.82 $189K - $214K
8.14K $1.87B
PWR
Quanta Services, Inc.

Industrials
-268
- 30.18%
$239.58 - $298.23 $64.2K - $79.9K
620 $193M
AMZN
Amazon Com Inc

Consumer Cyclical
-129
- 1.33%
$161.02 - $200.0 $20.8K - $25.8K
9.58K $1.85B
VZ
Verizon Communications Inc

Communication Services
-741
- 2.3%
$38.89 - $45.0 $28.8K - $33.3K
31.5K $1.3B
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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