Number of Shares
2,270
Previous 1,280 77.34%
Holding current value
$92.8 Million
Previous $43.7 Million 112.36%
% of portfolio
0.04%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
N/A
990 Added 77.34%
2,270 $92.8 Million
Q2 2024

Aug 13, 2024

SELL
N/A
-200 Reduced 13.51%
1,280 $43.7 Million
Q1 2024

May 15, 2024

BUY
N/A
1,480 New
1,480 $59.9 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.