Gen Wealth Group, Inc. Portfolio Holdings

Gen Wealth Group, Inc.

  • $432 Million
  • Q3 2024

Gen Wealth Group, Inc. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $432 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $39.8M, Schwab Strategic Tr Us Large C with a value of $36.5M, Vanguard Growth ETF with a value of $33.7M, Ishares Barclays with a value of $28.6M, and Vanguard Index Fds S&P 500 ETF with a value of $27.4M.

Examining the 13F form we can see an increase of $28.3M in the current position value, from $403M to 432M.

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

Portfolio value $432 Million
ETFs: $419 Million
Technology: $3.02 Million
Communication Services: $1.9 Million
Financial Services: $1.34 Million
Healthcare: $1.19 Million
Utilities: $551,000
Energy: $441,000
Industrials: $434,000
Other: $409,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$2.24 Million 0.52% of portfolio
9,636
Q3 2024 Reduced 7.52%
$697B
$810,000 0.19% of portfolio
3,844
Q3 2024 Reduced 1.74%
$1.32T
$653,000 0.15% of portfolio
1,141
Q3 2024 Reduced 1.64%
$3.25T
$579,000 0.13% of portfolio
1,348
Q3 2024 Added 4.17%
$378B
$468,000 0.11% of portfolio
2,888
Q3 2024 Reduced 1.53%
$590B
$290,000 0.07% of portfolio
632
Q3 2024 Added 17.25%
$1.17T
$243,000 0.06% of portfolio
1,455
Q3 2024 Added 12.36%
$457B
$201,000 0.05% of portfolio
1,185
Q3 2024 New
$441B
$215,000 0.05% of portfolio
1,840
Q3 2024 Reduced 15.01%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $432 Million
  • Prior Value $403 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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