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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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