Gen Wealth Partners Inc ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025
Number of Shares
15,212
Previous 13,791 10.3%
Holding current value
$797 Million
Previous $717 Million 11.07%
% of portfolio
0.33%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
1,421 Added 10.3%
15,212 $797 Million
Q4 2024

Feb 14, 2025
BUY
N/A
547 Added 4.13%
13,791 $717 Million
Q3 2024

Nov 13, 2024
BUY
N/A
3,968 Added 42.78%
13,244 $699 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-179 Reduced 1.89%
9,276 $484 Million
Q1 2024

May 15, 2024
BUY
N/A
9,455 New
9,455 $496 Million
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email