Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024

Gen Wealth Partners Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 648 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 $17.3B, Ishares S&P 500 Growth ETF with a value of $8.05B, Blackrock ETF Tr U S Equity Fa with a value of $7.17B, Ishares Core S&P 500 ETF with a value of $6.47B, and Ishares Msci Usa Quality Facto with a value of $6.31B.

Examining the 13F form we can see an increase of $3.64B in the current position value, from $229B to 233B.

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 $233 Billion
ETFs: $94.6 Billion
Industrials: $23.5 Billion
Consumer Defensive: $20.2 Billion
Technology: $19.9 Billion
Financial Services: $18.5 Billion
Healthcare: $17.1 Billion
Consumer Cyclical: $13.3 Billion
Basic Materials: $5.22 Billion
Other: $14.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62B
$1.22 Billion 0.52% of portfolio
5,048
Q4 2024 Reduced 4.36%
$0
$1.14 Billion 0.49% of portfolio
1,995
Q4 2024 Added 3.15%
$0
$1.05 Billion 0.45% of portfolio
11,426
Q4 2024 Added 1.97%
$377B
$969 Million 0.42% of portfolio
5,813
Q4 2024 Added 16.26%
$0
$980 Million 0.42% of portfolio
4,433
Q4 2024 Added 2.88%
$0
$956 Million 0.41% of portfolio
18,317
Q4 2024 Added 6.75%
$419B
$914 Million 0.39% of portfolio
998
Q4 2024 Added 21.12%
$496B
$875 Million 0.38% of portfolio
8,130
Q4 2024 Added 0.84%
$79.5B
$853 Million 0.37% of portfolio
4,154
Q4 2024 Added 21.46%
$1.3T
$847 Million 0.36% of portfolio
1,447
Q4 2024 Reduced 11.55%
$197B
$830 Million 0.36% of portfolio
2,359
Q4 2024 Added 26.42%
$232B
$834 Million 0.36% of portfolio
7,374
Q4 2024 Reduced 2.54%
$65.3B
$806 Million 0.35% of portfolio
3,553
Q4 2024 Added 2.48%
$45.2B
$810 Million 0.35% of portfolio
1,349
Q4 2024 Added 27.87%
$17.3B
$818 Million 0.35% of portfolio
1,703
Q4 2024 Added 24.49%
$28.6B
$806 Million 0.35% of portfolio
4,319
Q4 2024 Added 33.1%
$72.3B
$801 Million 0.34% of portfolio
3,420
Q4 2024 Added 3.11%
$49.9B
$791 Million 0.34% of portfolio
751
Q4 2024 Reduced 3.1%
$44.4B
$796 Million 0.34% of portfolio
11,073
Q4 2024 Added 1.02%
$173B
$776 Million 0.33% of portfolio
1,235
Q4 2024 Added 29.45%
$55.6B
$769 Million 0.33% of portfolio
5,484
Q4 2024 Added 27.86%
$6.12B
$760 Million 0.33% of portfolio
14,320
Q4 2024 Added 513.8%
$46.6B
$763 Million 0.33% of portfolio
383
Q4 2024 Added 17.48%
$162B
$769 Million 0.33% of portfolio
20,477
Q4 2024 Added 15.79%
$370B
$753 Million 0.32% of portfolio
4,238
Q4 2024 Added 0.45%
$96.3B
$745 Million 0.32% of portfolio
5,001
Q4 2024 Added 33.08%
$72.4B
$749 Million 0.32% of portfolio
234
Q4 2024 Added 30.0%
$38.4B
$740 Million 0.32% of portfolio
3,291
Q4 2024 Added 28.76%
$30.8B
$753 Million 0.32% of portfolio
14,326
Q4 2024 Added 31.81%
$62.5B
$737 Million 0.32% of portfolio
1,418
Q4 2024 Added 3.5%
Ishares Flexible Income Active ETF
-
$717 Million 0.31% of portfolio
-
Q4 2024 Added 4.13%
$12.6B
$715 Million 0.31% of portfolio
6,494
Q4 2024 Added 1.25%
$922B
$717 Million 0.31% of portfolio
3,786
Q4 2024 Reduced 3.44%
Linde PLC Shs
-
$731 Million 0.31% of portfolio
-
Q4 2024 Added 4.62%
$26.6B
$711 Million 0.31% of portfolio
15,330
Q4 2024 Added 33.9%
$195B
$689 Million 0.3% of portfolio
1,324
Q4 2024 Added 29.55%
$479B
$681 Million 0.29% of portfolio
1
Q3 2024 New
$74.8B
$658 Million 0.28% of portfolio
2,499
Q4 2024 Added 3.18%
$26.6B
$645 Million 0.28% of portfolio
527
Q4 2024 Added 34.78%
$0
$644 Million 0.28% of portfolio
1,099
Q4 2024 Reduced 1.35%
$157B
$645 Million 0.28% of portfolio
7,499
Q4 2024 Added 3.39%
$0
$632 Million 0.27% of portfolio
2,188
Q4 2024 Added 1.02%
$25.1B
$629 Million 0.27% of portfolio
3,714
Q4 2024 Added 28.42%
$16.9B
$596 Million 0.26% of portfolio
18,985
Q4 2024 Added 13.04%
$64.8B
$604 Million 0.26% of portfolio
4,871
Q4 2024 Reduced 12.08%
$0
$613 Million 0.26% of portfolio
9,830
Q2 2024 Added 504.92%
$26.4B
$597 Million 0.26% of portfolio
11,817
Q4 2024 Added 20.74%
$16.6B
$614 Million 0.26% of portfolio
1,876
Q4 2024 Added 1.68%
$70.3B
$588 Million 0.25% of portfolio
5,685
Q4 2024 Added 0.64%

Summary

  • Portfolio
  • No. of Stocks 648
  • Current Value $233 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 158 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 160 stocks
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