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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.5 Billion 7.64% of portfolio
256,326
Q3 2024 Added 0.85%
$0
$7.77 Billion 3.39% of portfolio
79,360
Q3 2024 Added 3.35%
$0
$6.95 Billion 3.04% of portfolio
137,493
Q3 2024 Added 5.11%
$0
$6.38 Billion 2.79% of portfolio
10,951
Q3 2024 Added 6.65%
$0
$6.13 Billion 2.68% of portfolio
34,142
Q3 2024 Added 4.89%
$0
$5.4 Billion 2.36% of portfolio
53,040
Q3 2024 Added 6.03%
$0
$5.14 Billion 2.24% of portfolio
93,132
Q3 2024 Added 103.62%
$0
$3.28 Billion 1.43% of portfolio
55,200
Q3 2024 Added 30.8%
$0
$3.06 Billion 1.34% of portfolio
15,615
Q3 2024 Added 5.12%
$0
$2.92 Billion 1.28% of portfolio
18,760
Q3 2024 Reduced 2.15%
$0
$2.26 Billion 0.98% of portfolio
49,142
Q3 2024 Added 2.95%
$0
$1.8 Billion 0.79% of portfolio
78,043
Q3 2024 Added 85.49%
$0
$1.44 Billion 0.63% of portfolio
11,308
Q3 2024 Added 2.65%
$0
$1.42 Billion 0.62% of portfolio
13,241
Q3 2024 Reduced 0.74%
$0
$1.36 Billion 0.59% of portfolio
3,229
Q3 2024 Reduced 6.43%
$0
$1.11 Billion 0.48% of portfolio
1,934
Q3 2024 Added 7.33%
$0
$959 Million 0.42% of portfolio
17,158
Q3 2024 Reduced 39.12%
$0
$954 Million 0.42% of portfolio
4,309
Q3 2024 Added 9.64%
$0
$646 Million 0.28% of portfolio
1,114
Q3 2024 Added 25.45%
$0
$609 Million 0.27% of portfolio
2,166
Q3 2024 Added 4.13%
$0
$617 Million 0.27% of portfolio
9,830
Q2 2024 Added 504.92%
$0
$599 Million 0.26% of portfolio
9,473
Q3 2024 Reduced 2.57%
$0
$524 Million 0.23% of portfolio
2,192
Q2 2024 New
$0
$524 Million 0.23% of portfolio
5,676
Q3 2024 Reduced 16.17%
$0
$492 Million 0.22% of portfolio
2,410
Q2 2024 New
$0
$465 Million 0.2% of portfolio
9,863
Q3 2024 Added 4.7%
$0
$432 Million 0.19% of portfolio
3,918
Q3 2024 Added 8.53%
$0
$408 Million 0.18% of portfolio
8,130
Q3 2024 Added 8.47%
$0
$383 Million 0.17% of portfolio
2,757
Q1 2024 New
$14.6B
$398 Million 0.17% of portfolio
12,903
Q3 2024 Added 50.93%
$0
$361 Million 0.16% of portfolio
2,024
Q1 2024 New
$0
$368 Million 0.16% of portfolio
742
Q3 2024 Added 6.76%
$0
$346 Million 0.15% of portfolio
1,278
Q3 2024 Added 1.03%
$0
$341 Million 0.15% of portfolio
2,904
Q1 2024 New
$0
$348 Million 0.15% of portfolio
4,876
Q3 2024 Reduced 14.09%
$0
$344 Million 0.15% of portfolio
3,794
Q3 2024 Reduced 3.95%
$0
$308 Million 0.13% of portfolio
8,789
Q3 2024 Reduced 72.18%
$0
$290 Million 0.13% of portfolio
2,394
Q3 2024 Added 2.79%
$0
$286 Million 0.12% of portfolio
536
Q3 2024 Reduced 7.43%
$0
$277 Million 0.12% of portfolio
2,215
Q1 2024 New
$0
$266 Million 0.12% of portfolio
3,885
Q3 2024 Added 34.8%
$0
$246 Million 0.11% of portfolio
10,786
Q3 2024 Added 0.02%
$0
$260 Million 0.11% of portfolio
1,500
Q3 2024 Added 242.47%
$0
$230 Million 0.1% of portfolio
1,375
Q3 2024 Reduced 1.72%
$0
$236 Million 0.1% of portfolio
2,842
Q3 2024 Reduced 4.95%
$0
$226 Million 0.1% of portfolio
2,187
Q3 2024 Reduced 4.95%
$0
$232 Million 0.1% of portfolio
2,156
Q1 2024 New
$0
$230 Million 0.1% of portfolio
2,890
Q1 2024 New
$84.2B
$240 Million 0.1% of portfolio
932
Q3 2024 Added 75.19%

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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