Gen Wealth Group, Inc. Portfolio Holdings

Gen Wealth Group, Inc.

  • $492 Million
  • Q2 2025

Gen Wealth Group, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $492 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $42.8M, Schwab Strategic Tr Us Large C with a value of $42.5M, Vanguard Growth ETF with a value of $40.3M, Ishares Barclays with a value of $37.2M, and Vanguard Index Fds S&P 500 ETF with a value of $32.6M.

Examining the 13F form we can see an increase of $43.7M in the current position value, from $448M to 492M.

Below you can find more details about Gen Wealth Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $492 Million
ETFs: $479 Million
Technology: $2.83 Million
Communication Services: $2.06 Million
Financial Services: $2 Million
Healthcare: $1.15 Million
Industrials: $690,000
Consumer Cyclical: $544,000
Energy: $414,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.9B
$42.8 Million 8.69% of portfolio
685,552
Q2 2025 Reduced 13.86%
$0
$42.5 Million 8.65% of portfolio
1,537,451
Q2 2025 Added 7.29%
$0
$40.3 Million 8.19% of portfolio
91,915
Q2 2025 Added 7.43%
$0
$37.2 Million 7.56% of portfolio
388,469
Q2 2025 Added 1.91%
$0
$32.6 Million 6.64% of portfolio
57,472
Q2 2025 Added 10.93%
$0
$26.7 Million 5.42% of portfolio
192,302
Q2 2025 New
$0
$25.5 Million 5.18% of portfolio
410,976
Q2 2025 New
$0
$22.7 Million 4.62% of portfolio
41,209
Q2 2025 Added 4,811.68%
$0
$21.7 Million 4.41% of portfolio
34,941
Q2 2025 Added 4,455.54%
$0
$20.9 Million 4.24% of portfolio
47,338
Q2 2025 New
$0
$19.8 Million 4.03% of portfolio
295,344
Q2 2025 Added 0.94%
$0
$15.2 Million 3.09% of portfolio
589,940
Q2 2025 Added 1.26%
$0
$15.1 Million 3.06% of portfolio
268,382
Q2 2025 Added 6.14%
$0
$12.5 Million 2.53% of portfolio
171,512
Q2 2025 Added 1.74%
$0
$11.2 Million 2.27% of portfolio
117,151
Q2 2025 Added 2.25%
$0
$10.2 Million 2.08% of portfolio
195,086
Q2 2025 Added 2.87%
$0
$9.39 Million 1.91% of portfolio
79,730
Q2 2025 Added 23.11%
$0
$8.9 Million 1.81% of portfolio
91,037
Q2 2025 Added 13.39%
$0
$7.48 Million 1.52% of portfolio
76,264
Q2 2025 Added 7.91%
$0
$4.74 Million 0.96% of portfolio
17,820
Q2 2025 Added 0.16%
$0
$3.87 Million 0.79% of portfolio
9,177
Q2 2025 Reduced 0.89%
$0
$3.72 Million 0.76% of portfolio
127,376
Q2 2025 Added 8.05%
$0
$3.62 Million 0.73% of portfolio
32,836
Q2 2025 Reduced 0.28%
$0
$3.41 Million 0.69% of portfolio
63,214
Q2 2025 Added 1.75%
$0
$3.19 Million 0.65% of portfolio
83,517
Q2 2025 Added 3.33%
$0
$2.86 Million 0.58% of portfolio
51,745
Q2 2025 Added 3.46%
$0
$2.81 Million 0.57% of portfolio
14,378
Q2 2025 Reduced 0.49%
$3.44T
$2.24 Million 0.46% of portfolio
10,939
Q2 2025 Added 3.04%
$0
$2.22 Million 0.45% of portfolio
88,635
Q2 2025 Added 1.44%
$0
$2.17 Million 0.44% of portfolio
6,386
Q2 2025 Reduced 0.23%
$0
$2.1 Million 0.43% of portfolio
11,863
Q2 2025 Added 14.8%
$0
$2.1 Million 0.43% of portfolio
79,182
Q2 2025 Added 4.5%
$0
$1.77 Million 0.36% of portfolio
15,999
Q2 2025 Added 0.68%
$0
$1.5 Million 0.3% of portfolio
17,994
Q2 2025 Reduced 2.63%
$0
$1.47 Million 0.3% of portfolio
7,552
Q2 2025 Reduced 12.09%
$0
$1.44 Million 0.29% of portfolio
58,848
Q2 2025 Added 25.71%
$0
$1.4 Million 0.29% of portfolio
48,767
Q2 2025 Reduced 3.74%
$870B
$1.16 Million 0.24% of portfolio
4,005
Q2 2025 Added 13.42%
$1.58T
$1.16 Million 0.24% of portfolio
1,570
Q1 2025 Added 37.24%
$0
$959,000 0.19% of portfolio
8,061
Q2 2025 Reduced 7.39%
$0
$902,000 0.18% of portfolio
5,984
Q2 2025 Reduced 8.42%
$0
$820,000 0.17% of portfolio
3,327
Q1 2025 Reduced 0.39%
$3.81T
$586,000 0.12% of portfolio
1,180
Q1 2025 Reduced 14.74%
$443B
$544,000 0.11% of portfolio
3,562
Q2 2025 Reduced 1.9%
$622B
$521,000 0.11% of portfolio
1,073
Q2 2025 Reduced 0.92%
$0
$491,000 0.1% of portfolio
5,836
Q1 2021 Reduced 26.83%
$0
$437,000 0.09% of portfolio
2,860
Q2 2025 Reduced 3.44%
$0
$445,000 0.09% of portfolio
4,388
Q2 2025 Reduced 8.34%
$462B
$414,000 0.08% of portfolio
3,843
Q2 2025 Added 22.58%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $492 Million
  • Prior Value $448 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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