Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $296 Billion
  • Q3 2025

Gen Wealth Partners Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $296 Billion distributed in 681 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 $16.4B, Blackrock ETF Tr U S Equity Fa with a value of $9.68B, Ishares S&P 500 Growth ETF with a value of $8.64B, Ishares Msci Usa Quality Facto with a value of $7.95B, and Msci Eafe Value ETF with a value of $7.25B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $259B to 296B.

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 $296 Billion
ETFs: $121 Billion
Industrials: $25.1 Billion
Technology: $24.7 Billion
Healthcare: $22.5 Billion
Financial Services: $21.6 Billion
Consumer Defensive: $20.3 Billion
Consumer Cyclical: $18.1 Billion
Communication Services: $7.79 Billion
Other: $18.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$3.56 Billion 1.2% of portfolio
34,564
Q3 2025 Added 1.85%
$3.78T
$3.53 Billion 1.19% of portfolio
6,819
Q3 2025 Added 4.68%
$291B
$3.21 Billion 1.08% of portfolio
6,724
Q3 2025 Added 1.96%
$346B
$3.15 Billion 1.06% of portfolio
20,515
Q3 2025 Added 15.21%
$522B
$2.92 Billion 0.99% of portfolio
15,770
Q3 2025 Added 8.25%
$2.39T
$2.8 Billion 0.95% of portfolio
12,771
Q3 2025 Added 27.05%
$4.3T
$2.74 Billion 0.92% of portfolio
10,752
Q3 2025 Added 19.21%
$266B
$2.7 Billion 0.91% of portfolio
9,574
Q3 2025 Added 5.31%
$183B
$2.48 Billion 0.84% of portfolio
8,802
Q3 2025 Added 4.51%
$881B
$2.45 Billion 0.83% of portfolio
7,777
Q3 2025 Added 5.52%
$224B
$2.4 Billion 0.81% of portfolio
7,901
Q3 2025 Added 5.22%
$465B
$2.41 Billion 0.81% of portfolio
12,912
Q3 2025 Reduced 2.09%
$303B
$2.33 Billion 0.79% of portfolio
15,033
Q3 2025 Added 18.78%
$91.4B
$2.15 Billion 0.72% of portfolio
13,825
Q3 2025 Added 14.06%
$306B
$2.1 Billion 0.71% of portfolio
31,733
Q3 2025 Added 9.89%
$86.1B
$2.08 Billion 0.7% of portfolio
6,020
Q3 2025 Added 7.02%
$265B
$2 Billion 0.68% of portfolio
2,517
Q3 2025 Added 3.54%
$367B
$1.99 Billion 0.67% of portfolio
4,907
Q3 2025 Added 8.75%
$132B
$1.94 Billion 0.66% of portfolio
9,213
Q3 2025 Added 49.49%
$172B
$1.93 Billion 0.65% of portfolio
43,991
Q3 2025 Added 28.31%
$235B
$1.87 Billion 0.63% of portfolio
22,315
Q3 2025 Added 25.35%
$255B
$1.83 Billion 0.62% of portfolio
5,510
Q3 2025 Added 11.83%
$319B
$1.84 Billion 0.62% of portfolio
26,834
Q3 2025 Added 7.25%
$300B
$1.77 Billion 0.6% of portfolio
5,135
Q3 2025 Added 43.92%
$193B
$1.66 Billion 0.56% of portfolio
14,530
Q3 2025 Added 14.03%
-
$1.65 Billion 0.56% of portfolio
-
Q3 2025 Added 8.02%
$67.3B
$1.61 Billion 0.55% of portfolio
5,782
Q3 2025 Added 9.24%
$114B
$1.59 Billion 0.54% of portfolio
7,356
Q3 2025 Reduced 2.92%
$79.2B
$1.53 Billion 0.52% of portfolio
21,943
Q3 2025 Added 1.46%
$237B
$1.45 Billion 0.49% of portfolio
6,101
Q3 2025 Added 34.83%
$104B
$1.45 Billion 0.49% of portfolio
4,926
Q3 2025 Reduced 6.26%
$204B
$1.42 Billion 0.48% of portfolio
10,119
Q3 2025 Reduced 0.57%
$593B
$1.31 Billion 0.44% of portfolio
4,658
Q3 2025 Reduced 30.51%
$404B
$1.29 Billion 0.44% of portfolio
1,392
Q3 2025 Added 22.75%
$20.4B
$1.26 Billion 0.43% of portfolio
14,371
Q3 2025 Reduced 2.54%
$1.65T
$1.27 Billion 0.43% of portfolio
5,223
Q3 2025 Added 39.17%
$16.4B
$1.23 Billion 0.41% of portfolio
18,312
Q3 2025 Added 0.69%
$1.37T
$1.09 Billion 0.37% of portfolio
1,486
Q3 2025 Added 2.77%
$20.1B
$1.1 Billion 0.37% of portfolio
1,954
Q3 2025 Reduced 3.74%
$28.7B
$1.07 Billion 0.36% of portfolio
18,142
Q3 2025 Added 1.49%
$24.8B
$1.07 Billion 0.36% of portfolio
5,185
Q3 2025 Added 10.84%
$38.4B
$1.03 Billion 0.35% of portfolio
3,301
Q3 2025 Reduced 9.01%
$147B
$999 Million 0.34% of portfolio
10,231
Q3 2025 Added 437.06%
$37.6B
$970 Million 0.33% of portfolio
14,405
Q3 2025 Reduced 9.82%
$45.2B
$983 Million 0.33% of portfolio
1,732
Q3 2025 Added 1.88%
$414B
$988 Million 0.33% of portfolio
4,266
Q3 2025 Added 21.23%
$10.4B
$990 Million 0.33% of portfolio
3,456
Q3 2025 Added 7.26%
$6.15B
$951 Million 0.32% of portfolio
16,725
Q3 2025 Reduced 12.24%
$73.2B
$955 Million 0.32% of portfolio
223
Q3 2025 Reduced 12.55%

Summary

  • Portfolio
  • No. of Stocks 681
  • Current Value $296 Billion
  • Prior Value $259 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 77 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email