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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.5 Million 0.02% of portfolio
691
Q1 2024 New
Sila Realty Trust Inc Common Stock
-
$34.7 Million 0.02% of portfolio
-
Q2 2024 New
$170B
$51.6 Million 0.02% of portfolio
213
Q2 2024 Added 0.95%
$111B
$38.7 Million 0.02% of portfolio
438
Q3 2024 Reduced 9.69%
$4.06B
$49 Million 0.02% of portfolio
823
Q3 2024 Reduced 11.79%
$15.5B
$54.6 Million 0.02% of portfolio
2,275
Q2 2024 Added 29.63%
$147B
$35.8 Million 0.02% of portfolio
193
Q3 2024 Reduced 52.58%
$3.52B
$42.1 Million 0.02% of portfolio
50
Q3 2024 New
$41.9B
$36.1 Million 0.02% of portfolio
1,789
Q3 2024 Reduced 15.49%
$101B
$39.5 Million 0.02% of portfolio
600
Q3 2024 New
$3.21B
$20.5 Million 0.01% of portfolio
380
Q1 2024 New
$41.6B
$19.5 Million 0.01% of portfolio
200
Q3 2024 New
$0
$28.7 Million 0.01% of portfolio
291
Q3 2024 Added 506.25%
$47.2B
$14.7 Million 0.01% of portfolio
95
Q1 2024 New
$3.35B
$23.7 Million 0.01% of portfolio
3,500
Q2 2024 Added 40.0%
$582M
$17.4 Million 0.01% of portfolio
6,131
Q3 2024 New
$177B
$18.5 Million 0.01% of portfolio
89
Q1 2024 New
$21.4B
$13.1 Million 0.01% of portfolio
304
Q3 2024 Reduced 33.77%
$17.6B
$32.7 Million 0.01% of portfolio
87
Q3 2024 Added 4.82%
$0
$26.4 Million 0.01% of portfolio
155
Q3 2024 New
$55.7B
$15.2 Million 0.01% of portfolio
400
Q3 2024 New
$9.34B
$21.3 Million 0.01% of portfolio
500
Q2 2024 Reduced 47.09%
$25.1B
$27.1 Million 0.01% of portfolio
200
Q3 2024 Reduced 18.37%
$23.9B
$13.9 Million 0.01% of portfolio
330
Q2 2024 Reduced 88.74%
$6.01B
$12 Million 0.01% of portfolio
910
Q1 2024 New
$29.6B
$30.7 Million 0.01% of portfolio
202
Q2 2024 Added 25.47%
$0
$18.9 Million 0.01% of portfolio
196
Q3 2024 New
$4.78B
$19.4 Million 0.01% of portfolio
983
Q3 2024 Reduced 82.37%
$0
$19.8 Million 0.01% of portfolio
347
Q3 2024 New
$0
$12 Million 0.01% of portfolio
280
Q1 2024 New
$4.18B
$18.4 Million 0.01% of portfolio
207
Q1 2024 New
$13B
$34.1 Million 0.01% of portfolio
671
Q3 2024 Reduced 9.45%
$109B
$23 Million 0.01% of portfolio
100
Q3 2024 New
$279B
$32.7 Million 0.01% of portfolio
500
Q1 2024 New
$23.8B
$25.9 Million 0.01% of portfolio
299
Q3 2024 Reduced 32.96%
$0
$26.4 Million 0.01% of portfolio
275
Q3 2024 New
$2.29B
$30.5 Million 0.01% of portfolio
1,100
Q1 2024 New
$96.4B
$31.2 Million 0.01% of portfolio
233
Q3 2024 Added 7.87%
$31.6B
$34.1 Million 0.01% of portfolio
1,700
Q3 2024 Added 41.67%
$4.12B
$12.8 Million 0.01% of portfolio
177
Q3 2024 Reduced 35.16%
$40B
$14.4 Million 0.01% of portfolio
300
Q3 2024 New
$0
$22.6 Million 0.01% of portfolio
197
Q3 2024 New
$0
$25 Million 0.01% of portfolio
760
Q1 2024 New
$19.6B
$15.1 Million 0.01% of portfolio
580
Q1 2024 New
$63.2B
$30.2 Million 0.01% of portfolio
247
Q3 2024 Reduced 79.1%
$8.63B
$28.7 Million 0.01% of portfolio
724
Q3 2024 Reduced 28.6%
Bitdeer Technologies Group Cl A Ord Shs
-
$14.3 Million 0.01% of portfolio
-
Q3 2024 New
$34.1B
$18.8 Million 0.01% of portfolio
400
Q3 2024 New
$12.3B
$12.4 Million 0.01% of portfolio
301
Q3 2024 Reduced 9.06%

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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