Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024

Gen Wealth Partners Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 648 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $17.3B, Ishares S&P 500 Growth ETF with a value of $8.05B, Blackrock ETF Tr U S Equity Fa with a value of $7.17B, Ishares Core S&P 500 ETF with a value of $6.47B, and Ishares Msci Usa Quality Facto with a value of $6.31B.

Examining the 13F form we can see an increase of $3.64B in the current position value, from $229B to 233B.

Gen Wealth Partners Inc is based out at Zeeland, MI

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

Portfolio value $233 Billion
ETFs: $94.6 Billion
Industrials: $23.5 Billion
Consumer Defensive: $20.2 Billion
Technology: $19.9 Billion
Financial Services: $18.5 Billion
Healthcare: $17.1 Billion
Consumer Cyclical: $13.3 Billion
Basic Materials: $5.22 Billion
Other: $14.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Billion 7.43% of portfolio
250,729
Q4 2024 Reduced 2.18%
$0
$8.05 Billion 3.46% of portfolio
79,243
Q4 2024 Reduced 0.15%
$0
$7.17 Billion 3.08% of portfolio
139,882
Q4 2024 Added 1.74%
$0
$6.47 Billion 2.78% of portfolio
10,996
Q4 2024 Added 0.41%
$0
$6.31 Billion 2.71% of portfolio
35,456
Q4 2024 Added 3.85%
$0
$5.57 Billion 2.39% of portfolio
57,479
Q4 2024 Added 8.37%
$0
$5.24 Billion 2.25% of portfolio
99,903
Q4 2024 Added 7.27%
$0
$3.32 Billion 1.43% of portfolio
59,839
Q4 2024 Added 8.4%
$254B
$3.14 Billion 1.35% of portfolio
34,764
Q4 2024 Reduced 7.35%
$0
$3.12 Billion 1.34% of portfolio
16,367
Q4 2024 Added 4.82%
$0
$3.02 Billion 1.3% of portfolio
18,902
Q4 2024 Added 0.76%
$3.01T
$2.7 Billion 1.16% of portfolio
6,411
Q4 2024 Reduced 7.29%
$404B
$2.68 Billion 1.15% of portfolio
15,961
Q4 2024 Added 8.32%
$235B
$2.27 Billion 0.98% of portfolio
10,326
Q4 2024 Reduced 2.04%
$226B
$2.23 Billion 0.96% of portfolio
7,683
Q4 2024 Added 1.56%
$179B
$2.21 Billion 0.95% of portfolio
6,089
Q4 2024 Reduced 0.2%
$3.97T
$2.05 Billion 0.88% of portfolio
8,170
Q4 2024 Added 0.33%
$0
$1.97 Billion 0.85% of portfolio
43,682
Q4 2024 Reduced 11.11%
$428B
$1.97 Billion 0.85% of portfolio
13,607
Q4 2024 Added 3.56%
$0
$1.86 Billion 0.8% of portfolio
81,929
Q4 2024 Added 4.98%
$166B
$1.82 Billion 0.78% of portfolio
6,982
Q4 2024 Added 19.45%
$767B
$1.8 Billion 0.77% of portfolio
7,513
Q4 2024 Reduced 10.06%
$89.1B
$1.77 Billion 0.76% of portfolio
5,218
Q4 2024 Added 133.99%
$305B
$1.76 Billion 0.76% of portfolio
28,336
Q4 2024 Added 5.06%
$432B
$1.78 Billion 0.76% of portfolio
3,516
Q4 2024 Added 10.74%
$572B
$1.62 Billion 0.7% of portfolio
5,135
Q4 2024 Reduced 0.1%
$309B
$1.6 Billion 0.69% of portfolio
11,064
Q4 2024 Added 5.14%
$391B
$1.58 Billion 0.68% of portfolio
4,064
Q4 2024 Reduced 3.54%
$80.4B
$1.55 Billion 0.67% of portfolio
12,005
Q4 2024 Added 0.97%
$0
$1.52 Billion 0.65% of portfolio
14,275
Q4 2024 Added 7.81%
$130B
$1.48 Billion 0.64% of portfolio
5,048
Q4 2024 Added 13.01%
$0
$1.5 Billion 0.64% of portfolio
15,744
Q4 2024 New
$325B
$1.5 Billion 0.64% of portfolio
11,160
Q4 2024 Added 230.18%
$0
$1.46 Billion 0.63% of portfolio
3,439
Q4 2024 Added 6.5%
$260B
$1.44 Billion 0.62% of portfolio
24,375
Q4 2024 Reduced 1.03%
$0
$1.43 Billion 0.61% of portfolio
11,102
Q4 2024 Reduced 1.82%
$231B
$1.41 Billion 0.61% of portfolio
14,163
Q4 2024 Added 22.26%
$221B
$1.34 Billion 0.58% of portfolio
4,517
Q4 2024 Reduced 9.06%
$107B
$1.33 Billion 0.57% of portfolio
7,515
Q4 2024 Added 20.63%
$20.4B
$1.31 Billion 0.56% of portfolio
17,184
Q4 2024 Added 20.31%
$26.1B
$1.3 Billion 0.56% of portfolio
12,458
Q4 2024 Added 17.46%
$101B
$1.31 Billion 0.56% of portfolio
17,341
Q4 2024 Reduced 6.05%
$214B
$1.28 Billion 0.55% of portfolio
2,242
Q4 2024 Reduced 8.9%
$308B
$1.28 Billion 0.55% of portfolio
3,826
Q4 2024 Reduced 2.89%
$203B
$1.27 Billion 0.54% of portfolio
11,375
Q4 2024 Reduced 0.85%
$182B
$1.26 Billion 0.54% of portfolio
31,423
Q4 2024 Reduced 0.25%
$141B
$1.23 Billion 0.53% of portfolio
5,431
Q4 2024 Added 1.74%
$75.2B
$1.24 Billion 0.53% of portfolio
13,612
Q4 2024 Added 23.69%
$212B
$1.21 Billion 0.52% of portfolio
7,965
Q4 2024 Added 15.92%

Summary

  • Portfolio
  • No. of Stocks 648
  • Current Value $233 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 158 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 160 stocks
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