Gen Wealth Partners Inc Sells in Q4 2024

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
-177
- 17.04%
$70.82 - $81.87 $12.5K - $14.5K
862 $66.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
-173
- 5.05%
N/A
3.25K $65.9M
FSK
Fs Kkr Capital Corp

Financial Services
-1.48K
- 10.65%
$19.71 - $22.22 $29.2K - $32.9K
12.4K $270M
BHF
Brighthouse Financial, Inc.

Financial Services
-236
- 91.83%
$43.95 - $52.91 $10.4K - $12.5K
21 $1.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-41
- 1.08%
$88.59 - $94.57 $3.63K - $3.88K
3.75K $333M
PLD
Prologis, Inc.

Real Estate
-34
- 5.25%
$101.4 - $126.96 $3.45K - $4.32K
614 $64.9M
EVRG
Evergy, Inc.

Utilities
-161
- 49.69%
$59.06 - $65.0 $9.51K - $10.5K
163 $10M
CCI
Crown Castle International Corp

Real Estate
-33
- 8.85%
$89.78 - $119.11 $2.96K - $3.93K
340 $30.9M
F
Ford Motor CO

Consumer Cyclical
-498
- 6.75%
$9.69 - $11.4 $4.83K - $5.68K
6.88K $68.1M
JCI
Johnson Controls International PLC

Industrials
-143
- 15.84%
$74.23 - $86.6 $10.6K - $12.4K
760 $60M
BKH
Black Hills Corp

Utilities
-136
- 16.52%
$57.6 - $64.66 $7.83K - $8.79K
687 $40.2M
FTS
Fortis Inc.

Utilities
-196
- 64.47%
$41.04 - $45.81 $8.04K - $8.98K
108 $4.49M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-206
- 1.82%
$124.61 - $133.96 $25.7K - $27.6K
11.1K $1.43B
OGS
One Gas, Inc.

Utilities
-117
- 66.1%
$66.96 - $78.69 $7.83K - $9.21K
60 $4.16M
MDU
Mdu Resources Group Inc

Industrials
-224
- 54.5%
$15.1 - $30.28 $3.38K - $6.78K
187 $3.37M
ES
Eversource Energy

Utilities
-119
- 62.3%
$55.9 - $67.73 $6.65K - $8.06K
72 $4.14M
EMN
Eastman Chemical CO

Basic Materials
-8
- 1.44%
$90.03 - $110.64 $720 - $885
546 $49.9M
FNF
Fidelity National Financial, Inc.

Financial Services
-81
- 10.69%
$55.19 - $63.83 $4.47K - $5.17K
677 $38M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-670
- 18.8%
$11.34 - $12.27 $7.6K - $8.22K
2.89K $34.6M
TXN
Texas Instruments Inc

Technology
-27
- 30.34%
N/A
62 $11.6M
MO
Altria Group, Inc.

Consumer Defensive
-213
- 8.87%
$49.06 - $57.74 $10.4K - $12.3K
2.19K $114M
COP
Conocophillips

Energy
-7
- 0.44%
$95.12 - $114.72 $666 - $803
1.6K $158M
GS
Goldman Sachs Group Inc

Financial Services
-219
- 8.9%
$486.1 - $608.57 $106K - $133K
2.24K $1.28B
Peakstone Realty Trust Common Shares
-412
- 41.49%
N/A
581 $6.43M
NGG
National Grid PLC

Utilities
-99
- 67.81%
$57.68 - $70.03 $5.71K - $6.93K
47 $2.79M
FE
Firstenergy Corp

Utilities
-144
- 43.64%
$39.14 - $44.52 $5.64K - $6.41K
186 $7.4M
GILD
Gilead Sciences, Inc.

Healthcare
-88
- 20.09%
$83.95 - $97.9 $7.39K - $8.62K
350 $32.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17
- 3.17%
$521.84 - $558.82 $8.87K - $9.5K
519 $280M
EEM
Ishares Msci Emerging Markets

ETFs
-81
- 9.59%
$41.82 - $47.36 $3.39K - $3.84K
764 $32M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-82
- 12.22%
$46.46 - $51.66 $3.81K - $4.24K
589 $28.4M
C
Citigroup Inc

Financial Services
-139
- 19.41%
$61.31 - $72.5 $8.52K - $10.1K
577 $40.6M
SUB
Ishares Short Term National Mu

ETFs
-50
- 7.94%
$104.94 - $106.2 $5.25K - $5.31K
580 $61.2M
HBAN
Huntington Bancshares Inc

Financial Services
-414
- 7.94%
$14.18 - $18.2 $5.87K - $7.53K
4.8K $78M
CFG
Citizens Financial Group Inc

Financial Services
-111
- 6.1%
$39.92 - $48.46 $4.43K - $5.38K
1.71K $74.8M
UPS
United Parcel Service Inc

Industrials
-5
- 2.15%
$122.65 - $138.35 $613 - $692
228 $28.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 1.35%
$567.81 - $607.81 $8.52K - $9.12K
1.1K $644M
Siriusxm Holdings Inc Common Stock
-16
- 4.15%
N/A
370 $8.44M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-221
- 87.01%
$8.24 - $11.07 $1.82K - $2.45K
33 $308K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-15
- 13.76%
$59.25 - $72.99 $889 - $1.09K
94 $5.62M
CCL
Carnival Corp

Consumer Cyclical
-100
- 33.33%
$17.34 - $26.8 $1.73K - $2.68K
200 $4.98M
VOT
Vanguard Mid Cap Growth Index

ETFs
-24
- 2.74%
$241.48 - $274.89 $5.8K - $6.6K
851 $216M
HUMA
Humacyte, Inc.

Healthcare
-65
- 43.33%
$3.46 - $5.81 $225 - $378
85 $429K
VTRS
Viatris Inc

Healthcare
-41
- 10.73%
$11.32 - $13.37 $464 - $548
341 $4.25M
IONQ
Ion Q, Inc.

Technology
-107
- 63.69%
$8.17 - $48.24 $874 - $5.16K
61 $2.55M
EMR
Emerson Electric CO

Industrials
-669
- 12.08%
$108.13 - $134.33 $72.3K - $89.9K
4.87K $604M
TRP
Tc Energy Corp

Energy
-6
- 0.44%
$44.03 - $50.23 $264 - $301
1.37K $63.7M
GM
General Motors CO

Consumer Cyclical
-9
- 0.6%
$44.82 - $60.2 $403 - $542
1.5K $79.6M
BMY
Bristol Myers Squibb CO

Healthcare
-31
- 1.37%
$51.92 - $59.94 $1.61K - $1.86K
2.23K $126M
CLX
Clorox CO

Consumer Defensive
-58
- 1.61%
$156.51 - $169.74 $9.08K - $9.84K
3.55K $576M
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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