Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024

Gen Wealth Partners Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $229 Billion distributed in 670 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 $17.5B, Ishares S&P 500 Growth ETF with a value of $7.77B, Blackrock ETF Tr U S Equity Fa with a value of $6.95B, Ishares Core S&P 500 ETF with a value of $6.38B, and Ishares Msci Usa Quality Facto with a value of $6.13B.

Examining the 13F form we can see an increase of $22B in the current position value, from $207B to 229B. Also it can be appreciated an additional of 92 stocks purchases and 6 closed positions.

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 $229 Billion
ETFs: $92.1 Billion
Industrials: $23.3 Billion
Technology: $19.2 Billion
Consumer Defensive: $18.5 Billion
Financial Services: $18.4 Billion
Healthcare: $17 Billion
Consumer Cyclical: $12.7 Billion
Basic Materials: $5.72 Billion
Other: $16.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.8B
$505 Million 0.22% of portfolio
4,512
Q3 2024 Added 9.46%
$26.5B
$510 Million 0.22% of portfolio
391
Q3 2024 Added 46.99%
$45.3B
$509 Million 0.22% of portfolio
3,790
Q3 2024 Added 0.69%
$38B
$504 Million 0.22% of portfolio
6,788
Q3 2024 Added 10.07%
-
$506 Million 0.22% of portfolio
-
Q3 2024 Added 9.54%
$25.1B
$513 Million 0.22% of portfolio
2,892
Q3 2024 Added 72.55%
$16B
$514 Million 0.22% of portfolio
16,795
Q3 2024 Reduced 22.34%
$9.16B
$475 Million 0.21% of portfolio
6,262
Q3 2024 Added 3.61%
$28.8B
$487 Million 0.21% of portfolio
3,876
Q3 2024 Added 10.18%
$354B
$471 Million 0.21% of portfolio
3,380
Q3 2024 Reduced 9.87%
$66.8B
$487 Million 0.21% of portfolio
2,759
Q3 2024 Added 1,026.12%
$234B
$467 Million 0.2% of portfolio
960
Q3 2024 Reduced 3.32%
$62B
$466 Million 0.2% of portfolio
1,638
Q3 2024 Added 5.13%
$37.8B
$455 Million 0.2% of portfolio
3,185
Q3 2024 Added 6.49%
$10.8B
$465 Million 0.2% of portfolio
22,247
Q3 2024 Added 18.58%
$17.3B
$426 Million 0.19% of portfolio
3,660
Q3 2024 Added 18.41%
$66.5B
$339 Million 0.15% of portfolio
4,077
Q3 2024 Reduced 1.12%
$143B
$341 Million 0.15% of portfolio
996
Q3 2024 Reduced 17.0%
$34.4B
$350 Million 0.15% of portfolio
1,442
Q3 2024 Added 30.26%
-
$340 Million 0.15% of portfolio
-
Q3 2024 Added 2.4%
$76.2B
$328 Million 0.14% of portfolio
282
Q3 2024 Added 8.46%
$23.8B
$304 Million 0.13% of portfolio
704
Q3 2024 Added 0.14%
$14.2B
$287 Million 0.13% of portfolio
788
Q3 2024 Added 36.33%
$180B
$290 Million 0.13% of portfolio
1,730
Q3 2024 Added 7.52%
$12.6B
$292 Million 0.13% of portfolio
1,595
Q3 2024 Added 32.15%
$59B
$297 Million 0.13% of portfolio
1,426
Q3 2024 Added 48.54%
$9.36B
$287 Million 0.13% of portfolio
3,896
Q3 2024 Added 11.0%
$10.9B
$303 Million 0.13% of portfolio
1,792
Q3 2024 Added 4.13%
$28.9B
$272 Million 0.12% of portfolio
829
Q3 2024 Added 22.63%
$15.6B
$264 Million 0.12% of portfolio
1,695
Q3 2024 Added 7.21%
$19.8B
$272 Million 0.12% of portfolio
3,886
Q3 2024 Reduced 18.29%
$17.2B
$285 Million 0.12% of portfolio
1,305
Q3 2024 Added 32.22%
$58.8B
$266 Million 0.12% of portfolio
792
Q3 2024 Reduced 0.5%
$32.7B
$272 Million 0.12% of portfolio
2,416
Q3 2024 Reduced 21.35%
$0
$282 Million 0.12% of portfolio
13,901
Q3 2024 Reduced 17.76%
$89.4B
$260 Million 0.11% of portfolio
1,209
Q3 2024 Added 2.63%
$34.9B
$256 Million 0.11% of portfolio
2,904
Q3 2024 New
$44.4B
$250 Million 0.11% of portfolio
1,500
Q1 2024 New
$21.5B
$244 Million 0.11% of portfolio
746
Q3 2024 Added 15.12%
$91.5B
$254 Million 0.11% of portfolio
1,191
Q3 2024 Added 3.93%
$41.4B
$261 Million 0.11% of portfolio
503
Q3 2024 Added 8.17%
$22.7B
$251 Million 0.11% of portfolio
2,228
Q3 2024 Added 10.08%
$17.3B
$243 Million 0.11% of portfolio
1,639
Q3 2024 Added 1.49%
$46.5B
$263 Million 0.11% of portfolio
2,598
Q3 2024 Added 137.26%
$95.7B
$241 Million 0.11% of portfolio
2,698
Q3 2024 Reduced 0.55%
$9.36B
$262 Million 0.11% of portfolio
3,705
Q3 2024 Added 27.58%
$139B
$250 Million 0.11% of portfolio
2,210
Q3 2024 Reduced 12.16%
$15.9B
$260 Million 0.11% of portfolio
667
Q3 2024 Added 1.52%
$709B
$224 Million 0.1% of portfolio
264
Q3 2024 Reduced 23.26%

Summary

  • Portfolio
  • No. of Stocks 670
  • Current Value $229 Billion
  • Prior Value $207 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 92 stocks
  • Additional Purchases 193 stocks
  • Sold out of 6 stocks
  • Reduced holdings in 163 stocks
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