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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$183M
$12.8 Million 0.01% of portfolio
4,444
Q2 2024 New
$183M
$160,000 0.0% of portfolio
53
Q1 2024 New
$141M
$277,000 0.0% of portfolio
130
Q1 2024 New
$61.2M
$0 0.0% of portfolio
36,844
Q3 2024 New
$121M
$268,000 0.0% of portfolio
136
Q1 2024 New
$151M
$3.71 Million 0.0% of portfolio
1,042
Q2 2024 New
$159M
$7.26 Million 0.0% of portfolio
2,296
Q2 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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