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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.37 Billion 0.46% of portfolio
29,295
Q3 2025 Reduced 20.71%
$593B
$1.31 Billion 0.44% of portfolio
4,658
Q3 2025 Reduced 30.51%
$130B
$1.29 Billion 0.44% of portfolio
3,625
Q3 2025 Added 306.85%
$404B
$1.29 Billion 0.44% of portfolio
1,392
Q3 2025 Added 22.75%
$0
$1.27 Billion 0.43% of portfolio
13,337
Q3 2025 Added 2.77%
$20.4B
$1.26 Billion 0.43% of portfolio
14,371
Q3 2025 Reduced 2.54%
$0
$1.27 Billion 0.43% of portfolio
16,963
Q3 2025 New
$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%
$0
$1.15 Billion 0.39% of portfolio
3,456
Q3 2025 Added 8.61%
$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%
$0
$1.05 Billion 0.36% of portfolio
1,751
Q3 2025 Added 0.98%
$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%
$0
$969 Million 0.33% of portfolio
5,110
Q2 2025 Added 0.27%
$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%
$152B
$903 Million 0.31% of portfolio
3,663
Q3 2025 Added 17.1%
$222B
$930 Million 0.31% of portfolio
1,917
Q3 2025 Reduced 11.33%
$182B
$904 Million 0.31% of portfolio
1,324
Q3 2025 Reduced 12.66%
$0
$904 Million 0.31% of portfolio
9,506
Q3 2025 Added 28.79%
$84.9B
$911 Million 0.31% of portfolio
5,408
Q3 2025 Reduced 8.35%
$0
$930 Million 0.31% of portfolio
9,958
Q2 2025 Added 0.28%
$109B
$889 Million 0.3% of portfolio
16,019
Q3 2025 Added 20.89%
$0
$902 Million 0.3% of portfolio
1,513
Q2 2025 Added 0.33%
Ishares Flexible Income Active ETF
-
$895 Million 0.3% of portfolio
-
Q3 2025 Added 5.47%
$120B
$891 Million 0.3% of portfolio
28,365
Q3 2025 Added 1.21%
$31.6B
$864 Million 0.29% of portfolio
704
Q3 2025 Reduced 8.45%
$23.2B
$832 Million 0.28% of portfolio
16,961
Q3 2025 Reduced 19.91%
$9.78B
$816 Million 0.28% of portfolio
18,153
Q3 2025 New
$0
$830 Million 0.28% of portfolio
1,246
Q3 2025 Added 13.89%
$73.7B
$811 Million 0.27% of portfolio
2,961
Q3 2025 Reduced 5.64%
$12B
$805 Million 0.27% of portfolio
5,404
Q3 2025 Reduced 4.51%
$40.4B
$811 Million 0.27% of portfolio
6,395
Q3 2025 Reduced 2.99%
$0
$796 Million 0.27% of portfolio
4,063
Q3 2025 Reduced 76.11%
$0
$778 Million 0.26% of portfolio
15,180
Q3 2025 Added 8.89%
$7.07B
$773 Million 0.26% of portfolio
8,206
Q3 2025 New
$74.9B
$771 Million 0.26% of portfolio
2,957
Q3 2025 Reduced 6.92%
$228B
$762 Million 0.26% of portfolio
5,688
Q3 2025 Reduced 5.31%
$0
$762 Million 0.26% of portfolio
3,642
Q3 2025 New
$0
$737 Million 0.25% of portfolio
3,047
Q1 2025 Reduced 31.27%
$453B
$754 Million 0.25% of portfolio
1
Q3 2024 New

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
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