Gen Wealth Partners Inc has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $207 Billion distributed in 647 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 $16.3B, Ishares S&P 500 Growth ETF with a value of $7.11B, Blackrock ETF Tr U S Equity Fa with a value of $6.14B, Ishares Core S&P 500 ETF with a value of $5.62B, and Ishares Msci Usa Quality Facto with a value of $5.56B.
Examining the 13F form we can see an increase of $5.27B in the current position value, from $202B to 207B.
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
$207 Billion
ETFs: $83.7 Billion
Industrials: $21.6 Billion
Technology: $16.9 Billion
Consumer Defensive: $16.8 Billion
Financial Services: $15.3 Billion
Healthcare: $15.2 Billion
Consumer Cyclical: $11.2 Billion
Communication Services: $5.26 Billion
Other: $16.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
