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
EMR Emerson Electric CO Industrials	$77.5B	$638 Million 0.25% of portfolio	4,785	Q2 2025 Added 0.21%
ABBV Abb Vie Inc. Healthcare	$390B	$653 Million 0.25% of portfolio	3,519	Q2 2025 Added 0.72%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$657 Million 0.25% of portfolio	10,406	Q2 2025 Reduced 77.31%
IWM Ishares Russell 2000 ETF ETFs	$0	$658 Million 0.25% of portfolio	3,047	Q1 2025 Reduced 31.27%
SYK Stryker Corp Healthcare	$143B	$641 Million 0.25% of portfolio	1,619	Q2 2025 Added 14.9%
SJM J M Smucker CO Consumer Defensive	$11.2B	$634 Million 0.24% of portfolio	6,455	Q2 2025 Reduced 7.52%
BEN Franklin Resources Inc Financial Services	$12.1B	$609 Million 0.24% of portfolio	25,545	Q2 2025 Reduced 1.64%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$610 Million 0.24% of portfolio	9,830	Q2 2024 Added 504.92%
CAH Cardinal Health Inc Healthcare	$39B	$591 Million 0.23% of portfolio	3,515	Q2 2025 Reduced 21.73%
ADM Archer Daniels Midland CO Consumer Defensive	$33.6B	$586 Million 0.23% of portfolio	11,095	Q2 2025 Reduced 10.05%
CTAS Cintas Corp Industrials	$20.3B	$575 Million 0.22% of portfolio	2,579	Q2 2025 Reduced 17.39%
CINF Cincinnati Financial Corp Financial Services	$24.6B	$572 Million 0.22% of portfolio	3,838	Q2 2025 Reduced 1.79%
PNR Pentair PLC Industrials	$18B	$558 Million 0.22% of portfolio	5,436	Q2 2025 Reduced 1.11%
VB Vanguard Small Cap ETF ETFs	$0	$534 Million 0.21% of portfolio	2,253	Q2 2025 Added 2.78%
ATO Atmos Energy Corp Utilities	$22.9B	$537 Million 0.21% of portfolio	3,487	Q2 2025 Reduced 8.43%
ED Consolidated Edison Inc Utilities	$34.2B	$543 Million 0.21% of portfolio	5,407	Q2 2025 Reduced 7.89%
DOV Dover Corp Industrials	$24.1B	$541 Million 0.21% of portfolio	2,951	Q2 2025 Added 1.41%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$547 Million 0.21% of portfolio	2,410	Q2 2024 New
LCTU Blackrock ETF Tr Us Carbon Tra ETFs	$0	$535 Million 0.21% of portfolio	7,951	Q2 2025 Reduced 2.6%
O Realty Income Corp Real Estate	$36.9B	$533 Million 0.21% of portfolio	9,256	Q2 2025 Reduced 2.4%
AFL Aflac Inc Financial Services	$69B	$551 Million 0.21% of portfolio	5,228	Q2 2025 Reduced 1.3%
CB Chubb LTD Financial Services	$113B	$550 Million 0.21% of portfolio	1,899	Q2 2025 Reduced 4.95%
APD Air Products & Chemicals, Inc. Basic Materials	$64.5B	$546 Million 0.21% of portfolio	1,935	Q2 2025 Added 2.44%
MDT Medtronic PLC Healthcare	$126B	$555 Million 0.21% of portfolio	6,365	Q2 2025 Reduced 0.2%
ESS Essex Property Trust, Inc. Real Estate	$17.7B	$522 Million 0.2% of portfolio	1,842	Q2 2025 Reduced 0.59%
NUE Nucor Corp Basic Materials	$36.7B	$511 Million 0.2% of portfolio	3,948	Q2 2025 Added 7.72%
BRO Brown & Brown, Inc. Financial Services	$26B	$525 Million 0.2% of portfolio	4,738	Q1 2025 Reduced 15.59%
ES Eversource Energy Utilities	$21.9B	$509 Million 0.2% of portfolio	8,007	Q2 2025 Added 0.19%
ALB Albemarle Corp Basic Materials	$9.39B	$512 Million 0.2% of portfolio	8,169	Q2 2025 Added 28.5%
NDSN Nordson Corp Industrials	$12.8B	$510 Million 0.2% of portfolio	2,380	Q2 2025 Added 5.82%
NEE Nextera Energy Inc Utilities	$138B	$530 Million 0.2% of portfolio	7,640	Q2 2025 Added 0.43%
SPGI S&P Global Inc. Financial Services	$177B	$522 Million 0.2% of portfolio	990	Q1 2025 Reduced 13.01%
HRL Hormel Foods Corp Consumer Defensive	$13.6B	$529 Million 0.2% of portfolio	17,486	Q2 2025 Reduced 8.09%
EXPD Expeditors International Of Washington Inc Industrials	$20.4B	$513 Million 0.2% of portfolio	4,489	Q2 2025 Reduced 0.09%
CHRW C. H. Robinson Worldwide, Inc. Industrials	$16.7B	$517 Million 0.2% of portfolio	5,390	Q2 2025 Added 2.22%
KMB Kimberly Clark Corp Consumer Defensive	$42.4B	$508 Million 0.2% of portfolio	3,938	Q2 2025 Added 0.36%
KEY Keycorp Financial Services	$17.5B	$501 Million 0.19% of portfolio	28,750	Q1 2025 Reduced 6.5%
AOS Smith A O Corp Industrials	$9.28B	$496 Million 0.19% of portfolio	7,563	Q2 2025 Reduced 1.12%
PPG Ppg Industries Inc Basic Materials	$25.4B	$486 Million 0.19% of portfolio	4,276	Q2 2025 Reduced 6.94%
GPC Genuine Parts CO Consumer Cyclical	$19.7B	$494 Million 0.19% of portfolio	4,073	Q2 2025 Reduced 8.78%
SWK Stanley Black & Decker, Inc. Industrials	$11.6B	$495 Million 0.19% of portfolio	7,309	Q2 2025 Added 23.46%
FRT Federal Realty Investment Trust Real Estate	$8.03B	$493 Million 0.19% of portfolio	5,188	Q2 2025 Added 4.32%
SYY Sysco Corp Consumer Defensive	$41.8B	$482 Million 0.19% of portfolio	6,360	Q2 2025 Reduced 8.26%
AMCR Amcor PLC Consumer Cyclical	$12.3B	$455 Million 0.18% of portfolio	49,500	Q2 2025 Reduced 7.25%
Kenvue Inc Com	-	$458 Million 0.18% of portfolio	-	Q2 2025 Reduced 4.68%
LOW Lowes Companies Inc Consumer Cyclical	$166B	$471 Million 0.18% of portfolio	2,123	Q2 2025 Added 0.66%
TROW Price T Rowe Group Inc Financial Services	$23.7B	$442 Million 0.17% of portfolio	4,583	Q2 2025 Reduced 1.63%
TGT Target Corp Consumer Defensive	$40.9B	$453 Million 0.17% of portfolio	4,592	Q2 2025 Added 16.22%
WST West Pharmaceutical Services Inc Healthcare	$19B	$418 Million 0.16% of portfolio	1,910	Q2 2025 Reduced 2.2%
SLV I Shares Silver Trust ETFs	$19.8B	$423 Million 0.16% of portfolio	12,903	Q3 2024 Added 50.93%

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

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Gen Wealth Partners Inc Portfolio Holdings