Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 2025

Gen Wealth Partners Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 643 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 $13.4B, Msci Eafe Value ETF with a value of $8.22B, Blackrock ETF Tr U S Equity Fa with a value of $8.03B, Ishares S&P 500 Growth ETF with a value of $7.73B, and Ishares Msci Usa Quality Facto with a value of $7.42B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $240B to 259B.

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 $259 Billion
ETFs: $104 Billion
Industrials: $24.4 Billion
Technology: $24 Billion
Consumer Defensive: $20.4 Billion
Financial Services: $20.3 Billion
Healthcare: $18.5 Billion
Consumer Cyclical: $14.6 Billion
Communication Services: $6.07 Billion
Other: $15.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206B
$1.41 Billion 0.54% of portfolio
17,802
Q2 2025 Added 15.31%
$16.7B
$1.38 Billion 0.53% of portfolio
18,187
Q2 2025 Added 1.81%
$195B
$1.34 Billion 0.52% of portfolio
10,177
Q2 2025 Added 8.82%
$242B
$1.23 Billion 0.48% of portfolio
4,525
Q2 2025 Added 8.41%
$0
$1.22 Billion 0.47% of portfolio
12,977
Q2 2025 Added 9.81%
$187B
$1.19 Billion 0.46% of portfolio
1,516
Q2 2025 Added 5.87%
$426B
$1.12 Billion 0.43% of portfolio
1,134
Q2 2025 Added 3.37%
$320B
$1.11 Billion 0.43% of portfolio
3,568
Q2 2025 Reduced 10.67%
$38.4B
$1.09 Billion 0.42% of portfolio
3,628
Q2 2025 Reduced 0.96%
$96.2B
$1.08 Billion 0.42% of portfolio
5,901
Q2 2025 Added 6.57%
Ishares A.I. Innovation And Tech Active ETF
-
$1.1 Billion 0.42% of portfolio
-
Q2 2025 New
$1.75T
$1.07 Billion 0.41% of portfolio
1,446
Q1 2025 Reduced 0.07%
$20.7B
$1.04 Billion 0.4% of portfolio
2,030
Q2 2025 New
$24.6B
$1.03 Billion 0.4% of portfolio
4,678
Q2 2025 Reduced 0.02%
$27.6B
$1.01 Billion 0.39% of portfolio
17,876
Q2 2025 Added 2.98%
$6.56B
$1.01 Billion 0.39% of portfolio
19,057
Q2 2025 Added 16.13%
$143B
$1 Billion 0.39% of portfolio
28,026
Q2 2025 Added 6.86%
$35B
$1 Billion 0.39% of portfolio
15,974
Q2 2025 Reduced 4.41%
$46.3B
$980 Million 0.38% of portfolio
1,700
Q2 2025 Added 11.26%
$0
$968 Million 0.37% of portfolio
3,182
Q2 2025 Added 5.54%
$47.7B
$959 Million 0.37% of portfolio
6,592
Q2 2025 Added 7.61%
$0
$957 Million 0.37% of portfolio
1,734
Q2 2025 Added 3.28%
$80.3B
$948 Million 0.37% of portfolio
255
Q2 2025 Added 0.39%
$152B
$935 Million 0.36% of portfolio
3,128
Q2 2025 Added 15.89%
$0
$929 Million 0.36% of portfolio
5,110
Q2 2025 Added 0.27%
$79.5B
$914 Million 0.35% of portfolio
5,301
Q2 2025 Added 19.47%
$131B
$915 Million 0.35% of portfolio
13,251
Q2 2025 Added 36.37%
$28.7B
$903 Million 0.35% of portfolio
769
Q2 2025 Added 18.86%
$39.2B
$880 Million 0.34% of portfolio
481
Q2 2025 Added 8.09%
$185B
$877 Million 0.34% of portfolio
2,162
Q2 2025 Added 35.72%
$27B
$889 Million 0.34% of portfolio
21,177
Q2 2025 Added 93.2%
$0
$890 Million 0.34% of portfolio
9,958
Q2 2025 Added 0.28%
Ishares Flexible Income Active ETF
-
$842 Million 0.33% of portfolio
-
Q2 2025 Added 4.76%
$0
$857 Million 0.33% of portfolio
1,513
Q2 2025 Added 0.33%
$75.6B
$846 Million 0.33% of portfolio
3,138
Q2 2025 Reduced 0.82%
$235B
$817 Million 0.32% of portfolio
6,007
Q2 2025 Reduced 1.49%
Linde PLC Shs
-
$801 Million 0.31% of portfolio
-
Q2 2025 Added 1.3%
$53.5B
$815 Million 0.31% of portfolio
4,731
Q2 2025 Added 26.77%
$50.4B
$778 Million 0.3% of portfolio
748
Q2 2025 Reduced 0.66%
$80.6B
$786 Million 0.3% of portfolio
3,177
Q2 2025 Added 1.05%
$54B
$756 Million 0.29% of portfolio
1,334
Q2 2025 Reduced 2.34%
$480B
$763 Million 0.29% of portfolio
7,078
Q2 2025 Reduced 10.61%
$444B
$729 Million 0.28% of portfolio
1
Q3 2024 New
$89.3B
$721 Million 0.28% of portfolio
2,473
Q2 2025 Reduced 1.71%
$331B
$703 Million 0.27% of portfolio
5,156
Q2 2025 Reduced 0.19%
$0
$693 Million 0.27% of portfolio
7,381
Q2 2025 Added 2.59%
$0
$712 Million 0.27% of portfolio
13,941
Q2 2025 New
$0
$676 Million 0.26% of portfolio
1,094
Q2 2025 Reduced 3.1%
$1.5T
$661 Million 0.26% of portfolio
3,753
Q1 2025 Reduced 0.87%

Summary

  • Portfolio
  • No. of Stocks 643
  • Current Value $259 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email