Gen Wealth Partners Inc Purchases and Sells in Q1 2025

Gen Wealth Partners Inc

$240 Billion
Q1 2025

Top Buys

Incresed Positions

137 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	10.9K + 66.81%	$185.78 - $198.58 $2.03M - $2.17M	27.3K $5.2B
IEMG	23.7K + 129.21%	N/A	42K $2.27B
HEFA	24.2K + 268.13%	$34.83 - $37.52 $843K - $908K	33.2K $1.21B
DIA	1.48K + 43.01%	$408.78 - $448.82 $605K - $664K	4.92K $2.06B
EFA	7.04K + 243.6%	$74.85 - $84.89 $527K - $598K	9.93K $812M
AMGN	693 + 9.93%	$258.59 - $327.36 $179K - $227K	7.68K $2.39B

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	27.9K New	$45.72 - $51.73 $1.28M - $1.45M	27.9K $1.29B
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	25.4K New	N/A	25.4K $806M
XTEN	17K New	N/A	17K $791M
EXEL	4.74K New	$32.38 - $39.16 $154K - $186K	4.74K $175M
ISHARES HIGH YIELD MUNI ACTIVE ETF	3.37K New	N/A	3.37K $167M
APP	556 New	$238.08 - $510.13 $132K - $284K	556 $147M

Top Sells

Reduced Positions

192 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-24.3K - 42.23%	$96.1 - $106.37 $2.33M - $2.58M	33.2K $3.32B
ESGU	-8.29K - 74.64%	$120.24 - $134.3 $996K - $1.11M	2.82K $343M
EMXC	-14K - 23.37%	$54.25 - $57.64 $759K - $806K	45.9K $2.53B
IVW	-627 - 0.79%	$92.45 - $106.69 $58K - $66.9K	78.6K $7.3B
IVV	-601 - 5.47%	$554.06 - $615.85 $333K - $370K	10.4K $5.84B
TLT	-4.44K - 76.4%	$85.29 - $92.57 $379K - $411K	1.37K $125M

Activity Summary All Purchases 167 New Holdings 30 Increased Positions 137 All Sells 192 Reductions 192 Sold out 0 Calls 0 Puts 0

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