Gen Wealth Group, Inc. Portfolio Holdings
Gen Wealth Group, Inc.
- $448 Million
- Q1 2025
Gen Wealth Group, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $448 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $58.3M, Ishares Gold Trust with a value of $46.9M, Spdr Gold Trust with a value of $43.1M, Schwab Strategic Tr Us Large C with a value of $37.7M, and Ishares Barclays with a value of $36.2M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $436M to 448M.
Below you can find more details about Gen Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$448 Million
ETFs: $437 Million
Technology: $2.8 Million
Communication Services: $1.77 Million
Financial Services: $1.77 Million
Healthcare: $1.26 Million
Energy: $596,000
Industrials: $457,000
Consumer Cyclical: $264,000
Other: $0