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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.3B
$1.01 Million 0.0% of portfolio
30
Q1 2024 New
$58.7B
$2.85 Million 0.0% of portfolio
50
Q1 2024 New
$11B
$0 0.0% of portfolio
0
Q3 2024 Sold Out
$50.1B
$1.76 Million 0.0% of portfolio
24
Q1 2024 New
$80.9B
$0 0.0% of portfolio
0
Q3 2024 Sold Out
$142B
$1.6 Million 0.0% of portfolio
20
Q1 2024 New
$31.1B
$8.04 Million 0.0% of portfolio
100
Q1 2024 New
$18.2B
$1.24 Million 0.0% of portfolio
38
Q1 2024 New
$22.5B
$886,000 0.0% of portfolio
6
Q1 2024 New
$12.4B
$8.55 Million 0.0% of portfolio
500
Q3 2024 Added 66.67%
$20.9B
$0 0.0% of portfolio
0
Q3 2024 Sold Out
$45.6B
$641,000 0.0% of portfolio
5
Q1 2024 New
$15.2B
$7.31 Million 0.0% of portfolio
55
Q1 2024 New
$36B
$757,000 0.0% of portfolio
4
Q1 2024 New
$11.4B
$6.36 Million 0.0% of portfolio
24
Q1 2024 New
$51B
$2.54 Million 0.0% of portfolio
15
Q1 2024 New
$72.2B
$4.66 Million 0.0% of portfolio
17
Q1 2024 New
$84.1B
$7.61 Million 0.0% of portfolio
109
Q1 2024 New
$27.8B
$1.06 Million 0.0% of portfolio
136
Q3 2024 Reduced 97.49%
$193B
$5.14 Million 0.0% of portfolio
10
Q1 2024 New
$14.2B
$0 0.0% of portfolio
0
Q3 2024 Sold Out
$33.9B
$8 Million 0.0% of portfolio
30
Q3 2024 New
$10.1B
$5.04 Million 0.0% of portfolio
65
Q2 2024 Added 62.5%
$43.5B
$9.5 Million 0.0% of portfolio
146
Q3 2024 Reduced 34.53%
$28.5B
$7.27 Million 0.0% of portfolio
436
Q3 2024 New
$58B
$11.1 Million 0.0% of portfolio
372
Q1 2024 New
$30.7B
$5.92 Million 0.0% of portfolio
35
Q1 2024 New
$58.1B
$2.3 Million 0.0% of portfolio
50
Q1 2024 New
$46.8B
$1.58 Million 0.0% of portfolio
48
Q2 2024 Reduced 46.07%
$52.8B
$1.37 Million 0.0% of portfolio
10
Q1 2024 New
$44.2B
$2.12 Million 0.0% of portfolio
10
Q3 2024 Reduced 66.67%
$12.4B
$2.28 Million 0.0% of portfolio
208
Q2 2024 New
$18.1B
$4.59 Million 0.0% of portfolio
71
Q3 2024 New
$19.6B
$9.81 Million 0.0% of portfolio
200
Q1 2024 New
$34.7B
$5.07 Million 0.0% of portfolio
45
Q1 2024 New
$10.8B
$6.49 Million 0.0% of portfolio
60
Q1 2024 New
$12.9B
$8.59 Million 0.0% of portfolio
184
Q3 2024 Reduced 5.15%
$17.2B
$3.98 Million 0.0% of portfolio
30
Q1 2024 New

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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