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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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