Gen Wealth Partners Inc Reduced Holdings in Q4 2024

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-35
- 12.41%
$1146.59 - $1270.6 $40.1K - $44.5K
247 $293M
CMS
Cms Energy Corp

Utilities
-313
- 8.05%
$65.76 - $71.94 $20.6K - $22.5K
3.57K $238M
CME
Cme Group Inc.

Financial Services
-150
- 83.33%
$221.17 - $246.02 $33.2K - $36.9K
30 $6.97M
PRU
Prudential Financial Inc

Financial Services
-183
- 14.47%
$114.59 - $129.52 $21K - $23.7K
1.08K $128M
ABT
Abbott Laboratories

Healthcare
-192
- 2.54%
$111.93 - $119.39 $21.5K - $22.9K
7.37K $834M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-83
- 11.19%
$481.22 - $538.17 $39.9K - $44.7K
659 $337M
CINF
Cincinnati Financial Corp

Financial Services
-226
- 5.36%
$132.86 - $160.16 $30K - $36.2K
3.99K $573M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-68
- 53.54%
$442.29 - $483.08 $30.1K - $32.8K
59 $26.7M
D
Dominion Energy, Inc

Utilities
-479
- 44.35%
$52.63 - $60.92 $25.2K - $29.2K
601 $32.4M
EXC
Exelon Corp

Utilities
-739
- 55.4%
$36.22 - $40.97 $26.8K - $30.3K
595 $22.4M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-1.98K
- 32.33%
$12.43 - $13.36 $24.6K - $26.4K
4.14K $51.9M
DUK
Duke Energy Corp

Utilities
-223
- 26.24%
$105.76 - $120.76 $23.6K - $26.9K
627 $67.6M
MET
Metlife Inc

Financial Services
-292
- 7.16%
$78.15 - $88.25 $22.8K - $25.8K
3.79K $310M
HII
Huntington Ingalls Industries, Inc.

Industrials
-103
- 65.61%
$184.96 - $264.65 $19.1K - $27.3K
54 $10.2M
CB
Chubb LTD

Financial Services
-48
- 2.28%
$271.57 - $301.89 $13K - $14.5K
2.06K $569M
SCHW
Schwab Charles Corp

Financial Services
-420
- 40.98%
$63.31 - $82.85 $26.6K - $34.8K
605 $44.8M
ATO
Atmos Energy Corp

Utilities
-189
- 4.35%
$136.41 - $151.43 $25.8K - $28.6K
4.16K $579M
CNP
Centerpoint Energy Inc

Utilities
-943
- 54.79%
$28.58 - $32.66 $27K - $30.8K
778 $24.7M
CION
Cion Investment Corp

Financial Services
-1.78K
- 12.32%
$11.25 - $12.08 $20K - $21.5K
12.7K $145M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-445
- 10.19%
$33.39 - $37.66 $14.9K - $16.8K
3.92K $131M
PPL
Ppl Corp

Utilities
-753
- 63.76%
$31.47 - $35.0 $23.7K - $26.4K
428 $13.9M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-149
- 3.84%
$64.62 - $71.43 $9.63K - $10.6K
3.74K $241M
GLD
Spdr Gold Trust

ETFs
-40
- 4.29%
$236.59 - $257.5 $9.46K - $10.3K
892 $216M
KEYS
Keysight Technologies, Inc.

Technology
-154
- 76.24%
$149.01 - $172.53 $22.9K - $26.6K
48 $7.71M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-64
- 73.56%
$338.38 - $446.21 $21.7K - $28.6K
23 $10M
RMD
Resmed Inc

Healthcare
-8
- 0.55%
$228.69 - $256.07 $1.83K - $2.05K
1.43K $328M
VPU
Vanguard Utilities ETF

ETFs
-126
- 81.29%
$160.52 - $179.11 $20.2K - $22.6K
29 $4.74M
BRO
Brown & Brown, Inc.

Financial Services
-2
- 0.04%
$100.93 - $113.42 $202 - $227
5.61K $573M
LMT
Lockheed Martin Corp

Industrials
-15
- 6.36%
$479.66 - $614.62 $7.19K - $9.22K
221 $107M
FSCO
Fs Cr Opportunities Corp Com
-3.67K
- 13.71%
N/A
23.1K $157M
AXP
American Express CO

Financial Services
-450
- 9.06%
$267.35 - $305.57 $120K - $138K
4.52K $1.34B
USXF
Ishares Esg Advanced Msci Usa

Technology
-335
- 4.12%
$48.45 - $52.57 $16.2K - $17.6K
7.8K $388M
AJG
Arthur J. Gallagher & Co.

Financial Services
-64
- 3.91%
$278.49 - $315.16 $17.8K - $20.2K
1.57K $447M
KMI
Kinder Morgan, Inc.

Energy
-1.06K
- 26.02%
$22.59 - $28.54 $23.8K - $30.1K
3K $82.2M
T
At&T Inc.

Communication Services
-958
- 19.87%
$21.22 - $23.88 $20.3K - $22.9K
3.86K $88M
PH
Parker Hannifin Corp

Industrials
-33
- 13.1%
$621.74 - $709.46 $20.5K - $23.4K
219 $139M
DTE
Dte Energy CO

Utilities
-122
- 16.83%
$117.04 - $129.77 $14.3K - $15.8K
603 $72.8M
PCG
Pg&E Corp

Utilities
-846
- 47.29%
$19.2 - $21.63 $16.2K - $18.3K
943 $19M
LAMR
Lamar Advertising CO

Real Estate
-82
- 14.19%
$121.37 - $138.11 $9.95K - $11.3K
496 $60.4M
AWK
American Water Works Company, Inc.

Utilities
-117
- 58.5%
$123.83 - $146.07 $14.5K - $17.1K
83 $10.3M
AEE
Ameren Corp

Utilities
-189
- 63.21%
$85.81 - $94.98 $16.2K - $18K
110 $9.81M
USB
Us Bancorp \De\

Financial Services
-293
- 12.51%
$43.98 - $53.66 $12.9K - $15.7K
2.05K $98.1M
OGE
Oge Energy Corp.

Utilities
-405
- 55.94%
$39.65 - $44.08 $16.1K - $17.9K
319 $13.2M
AES
Aes Corp

Utilities
-735
- 45.2%
$12.44 - $20.24 $9.14K - $14.9K
891 $11.5M
WEC
Wec Energy Group, Inc.

Utilities
-146
- 34.03%
$92.94 - $101.82 $13.6K - $14.9K
283 $26.6M
LCTD
Blackrock ETF World Ex Us Carb
-187
- 9.07%
N/A
1.88K $81.6M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-200
- 3.0%
$23.17 - $26.26 $4.63K - $5.25K
6.48K $156M
CSX
Csx Corp

Industrials
-276
- 8.34%
$31.58 - $36.88 $8.72K - $10.2K
3.03K $97.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
-73
- 7.12%
$75.95 - $88.05 $5.54K - $6.43K
953 $72.7M
Activity Summary
Buys All Purchases 196 New Holdings 38 Increased Positions 158 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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