Gen Wealth Group, Inc. Reduced Holdings in Q4 2024

Gen Wealth Group, Inc.

  • $436 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-44.7K
- 15.32%
$92.08 - $98.18 $4.12M - $4.39M
247K $22.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-4.46K
- 46.88%
$99.04 - $109.59 $442K - $489K
5.06K $503K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-14.5K
- 22.18%
$27.8 - $29.05 $403K - $421K
50.8K $1.42M
OEF
Ishares S&P 100 ETF

ETFs
-1.69K
- 8.63%
N/A
17.9K $4.75M
IAU
Ishares Gold Trust

ETFs
-4.04K
- 0.5%
$48.37 - $52.65 $196K - $213K
797K $39.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-946
- 5.57%
$567.81 - $607.81 $537K - $575K
16.1K $9.41M
DDM
Proshares Ultra Dow30

ETFs
-2.68K
- 3.84%
$92.63 - $107.31 $248K - $287K
67K $6.38M
SSO
Proshares Ultra S&P 500

ETFs
-5K
- 6.11%
$87.92 - $99.73 $440K - $499K
76.9K $7.11M
T
At&T Inc.

Communication Services
-11.7K
- 45.61%
$21.22 - $23.88 $247K - $278K
13.9K $316K
VZ
Verizon Communications Inc

Communication Services
-4.12K
- 42.32%
$39.6 - $45.21 $163K - $186K
5.61K $224K
IWL
Ishares Tr Russell 200 ETF

ETFs
-1.17K
- 28.37%
$138.92 - $149.97 $163K - $176K
2.96K $428K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.35K
- 2.6%
$521.84 - $558.82 $706K - $756K
50.6K $27.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-243
- 1.65%
$189.5 - $206.17 $46K - $50.1K
14.5K $2.76M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-1.27K
- 1.55%
$36.21 - $38.2 $46.1K - $48.6K
80.7K $2.93M
GBIL
Goldman Sachs Access Treasury

ETFs
-1K
- 32.45%
$99.85 - $100.22 $99.9K - $100K
2.08K $208K
PFE
Pfizer Inc

Healthcare
-1.78K
- 18.53%
$24.8 - $30.19 $44.2K - $53.8K
7.83K $207K
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.2K
- 3.4%
$48.45 - $52.57 $106K - $115K
62.4K $3.1M
JNJ
Johnson & Johnson

Healthcare
-5
- 0.17%
$143.34 - $165.86 $717 - $829
2.88K $416K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-93
- 14.72%
$442.29 - $483.08 $41.1K - $44.9K
539 $244K
IWD
Ishares Russell 1000 Val ETF

ETFs
-16
- 0.19%
$183.23 - $199.79 $2.93K - $3.2K
8.61K $1.59M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-1.46K
- 2.88%
$51.94 - $55.55 $76K - $81.3K
49.3K $2.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-34
- 0.37%
$115.08 - $119.55 $3.91K - $4.06K
9.2K $1.06M
ILCV
Ishares Morningstar Value ETF

ETFs
-181
- 0.97%
$80.23 - $85.43 $14.5K - $15.5K
18.5K $1.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-212
- 3.2%
$311.11 - $335.64 $66K - $71.2K
6.4K $2.06M
COP
Conocophillips

Energy
-16
- 0.74%
$95.12 - $114.72 $1.52K - $1.84K
2.14K $211K
IYY
Ishares Tr

ETFs
-220
- 3.16%
$138.14 - $149.13 $30.4K - $32.8K
6.75K $965K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-194
- 6.94%
$129.96 - $144.97 $25.2K - $28.1K
2.6K $362K
ILCG
Ishares Morningstar Growth ETF
-949
- 2.86%
N/A
32.2K $0
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.14%
$280.08 - $307.97 $280 - $308
724 $211K
VGT
Vanguard Information Technolog

ETFs
-3
- 0.83%
$571.78 - $647.97 $1.72K - $1.94K
360 $223K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.33K
- 1.97%
$66.77 - $71.52 $222K - $238K
165K $11.4M
QLD
Proshares Ultra Qqq

ETFs
-4.38K
- 6.63%
$97.85 - $120.25 $429K - $527K
61.6K $6.67M
GOOG
Alphabet Inc.

Communication Services
-45
- 3.09%
$163.08 - $198.16 $7.34K - $8.92K
1.41K $268K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.64K
- 4.72%
$94.43 - $105.47 $155K - $173K
33.2K $3.37M
IWY
Ishares Tr Russell 200 Growth

ETFs
-67
- 1.97%
$216.72 - $244.71 $14.5K - $16.4K
3.34K $785K
AAPL
Apple Inc.

Technology
-321
- 3.33%
$221.69 - $259.02 $71.2K - $83.1K
9.32K $2.33M
JPM
Jpmorgan Chase & CO

Financial Services
-64
- 1.66%
$205.18 - $250.29 $13.1K - $16K
3.78K $906K
SPYG
Spdr Portfolio

ETFs
-2.94K
- 2.5%
$81.74 - $91.38 $240K - $269K
115K $10.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-72
- 0.2%
$570.51 - $610.59 $41.1K - $44K
36.3K $21.4M
VUG
Vanguard Growth ETF

ETFs
-2.11K
- 2.4%
$378.79 - $428.11 $797K - $901K
85.7K $35.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-331
- 0.2%
$116.4 - $138.52 $38.5K - $45.9K
164K $20.8M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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