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