Gen Wealth Group, Inc. Portfolio Holdings
Gen Wealth Group, Inc.
- $436 Million
- Q4 2024
Gen Wealth Group, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $436 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $39.5M, Schwab Strategic Tr Us Large C with a value of $36.6M, Vanguard Growth ETF with a value of $35.2M, Vanguard Index Fds S&P 500 ETF with a value of $27.3M, and Ishares Barclays with a value of $22.9M.
Examining the 13F form we can see an increase of $4.02M in the current position value, from $432M to 436M.
Below you can find more details about Gen Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$436 Million
ETFs: $424 Million
Technology: $2.92 Million
Communication Services: $1.69 Million
Financial Services: $1.46 Million
Healthcare: $981,000
Energy: $547,000
Industrials: $467,000
Consumer Cyclical: $437,000
Other: $0
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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