Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025

Gen Wealth Partners Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 622 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $17.1B, Ishares S&P 500 Growth ETF with a value of $7.3B, Blackrock ETF Tr U S Equity Fa with a value of $7.03B, Ishares Msci Usa Quality Facto with a value of $6.48B, and Ishares Core S&P 500 ETF with a value of $5.84B.

Examining the 13F form we can see an increase of $6.94B in the current position value, from $233B to 240B.

Gen Wealth Partners Inc is based out at Zeeland, MI

Below you can find more details about Gen Wealth Partners Inc portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
ETFs: $96.3 Billion
Industrials: $22.7 Billion
Consumer Defensive: $21.8 Billion
Technology: $19.6 Billion
Financial Services: $19.4 Billion
Healthcare: $19 Billion
Consumer Cyclical: $13 Billion
Communication Services: $5.39 Billion
Other: $16.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.1B
$864 Million 0.36% of portfolio
1,528
Q1 2025 Added 13.27%
$51.7B
$855 Million 0.36% of portfolio
3,732
Q1 2025 Added 5.04%
$11.7B
$827 Million 0.35% of portfolio
6,980
Q1 2025 Added 7.48%
$26.7B
$842 Million 0.35% of portfolio
4,926
Q1 2025 Added 32.63%
$1.58T
$833 Million 0.35% of portfolio
1,446
Q1 2025 Reduced 0.07%
$181B
$842 Million 0.35% of portfolio
2,699
Q1 2025 Added 14.41%
$27B
$850 Million 0.35% of portfolio
10,961
Q1 2025 Reduced 1.01%
$38.7B
$821 Million 0.34% of portfolio
445
Q1 2025 Added 16.19%
$220B
$809 Million 0.34% of portfolio
6,098
Q1 2025 Reduced 17.3%
$59.8B
$805 Million 0.34% of portfolio
1,366
Q1 2025 Reduced 3.67%
-
$791 Million 0.33% of portfolio
-
Q1 2025 New
$168B
$792 Million 0.33% of portfolio
1,593
Q1 2025 Added 20.32%
$77.1B
$802 Million 0.33% of portfolio
3,164
Q1 2025 Reduced 7.49%
$79.9B
$780 Million 0.33% of portfolio
3,144
Q1 2025 Reduced 0.95%
$429B
$798 Million 0.33% of portfolio
1
Q3 2024 New
$27.4B
$764 Million 0.32% of portfolio
647
Q1 2025 Added 22.77%
$331B
$732 Million 0.31% of portfolio
3,494
Q1 2025 Reduced 17.56%
$81.7B
$686 Million 0.29% of portfolio
2,516
Q1 2025 Added 0.68%
$151B
$675 Million 0.28% of portfolio
9,717
Q1 2025 Added 29.58%
$36.7B
$649 Million 0.27% of portfolio
5,870
Q1 2025 Reduced 1.59%
$22.3B
$642 Million 0.27% of portfolio
3,122
Q1 2025 Reduced 1.7%
$41.2B
$619 Million 0.26% of portfolio
4,491
Q1 2025 Reduced 8.35%
$22.2B
$589 Million 0.25% of portfolio
3,808
Q1 2025 Reduced 8.44%
$30.4B
$592 Million 0.25% of portfolio
12,334
Q1 2025 Added 4.38%
$29.2B
$589 Million 0.25% of portfolio
4,738
Q1 2025 Reduced 15.59%
$116B
$603 Million 0.25% of portfolio
1,998
Q1 2025 Reduced 2.96%
$16.1B
$589 Million 0.25% of portfolio
19,026
Q1 2025 Added 0.22%
$64.9B
$589 Million 0.25% of portfolio
5,297
Q1 2025 Reduced 6.82%
$1.14T
$580 Million 0.24% of portfolio
3,753
Q1 2025 Reduced 0.87%
$17.7B
$568 Million 0.24% of portfolio
1,853
Q1 2025 Reduced 5.07%
$24B
$577 Million 0.24% of portfolio
3,908
Q1 2025 Reduced 2.03%
$122B
$573 Million 0.24% of portfolio
6,378
Q1 2025 Reduced 8.59%
$152B
$539 Million 0.23% of portfolio
7,607
Q1 2025 Reduced 3.93%
$18.7B
$540 Million 0.23% of portfolio
4,493
Q1 2025 Reduced 0.53%
$66.1B
$557 Million 0.23% of portfolio
1,889
Q1 2025 Reduced 1.46%
$12.3B
$540 Million 0.23% of portfolio
5,273
Q1 2025 Reduced 1.25%
$43.5B
$558 Million 0.23% of portfolio
3,924
Q1 2025 Reduced 2.41%
$35.7B
$550 Million 0.23% of portfolio
9,484
Q1 2025 Reduced 2.41%
$149B
$525 Million 0.22% of portfolio
1,409
Q1 2025 Reduced 1.19%
$18.8B
$532 Million 0.22% of portfolio
4,465
Q1 2025 Reduced 0.82%
$85.3B
$524 Million 0.22% of portfolio
4,775
Q1 2025 Reduced 1.97%
-
$515 Million 0.22% of portfolio
-
Q1 2025 Added 18.19%
$14.4B
$518 Million 0.22% of portfolio
53,370
Q1 2025 Reduced 1.84%
$40.6B
$520 Million 0.22% of portfolio
6,933
Q1 2025 Reduced 2.39%
$26.6B
$511 Million 0.21% of portfolio
2,910
Q1 2025 Reduced 3.87%
$12.2B
$500 Million 0.21% of portfolio
25,972
Q1 2025 Added 2.84%
$9.02B
$500 Million 0.21% of portfolio
7,649
Q1 2025 Added 3.88%
$141B
$492 Million 0.21% of portfolio
2,109
Q1 2025 Reduced 2.5%
$169B
$503 Million 0.21% of portfolio
990
Q1 2025 Reduced 13.01%

Summary

  • Portfolio
  • No. of Stocks 622
  • Current Value $240 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
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