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
$971B
$728 Million 0.25% of portfolio
954
Q3 2025 Added 275.59%
$490B
$743 Million 0.25% of portfolio
6,593
Q3 2025 Reduced 6.85%
$94.5B
$702 Million 0.24% of portfolio
2,058
Q3 2025 Reduced 16.78%
Linde PLC Shs
-
$725 Million 0.24% of portfolio
-
Q3 2025 Reduced 10.66%
$46.8B
$677 Million 0.23% of portfolio
710
Q3 2025 Reduced 5.08%
$65.7B
$666 Million 0.23% of portfolio
8,335
Q3 2025 Reduced 48.16%
$0
$642 Million 0.22% of portfolio
9,830
Q2 2024 Added 504.92%
$0
$632 Million 0.21% of portfolio
6,510
Q3 2025 New
$47.7B
$613 Million 0.21% of portfolio
1,230
Q3 2025 Reduced 7.8%
$32.2B
$582 Million 0.2% of portfolio
9,750
Q3 2025 Reduced 12.12%
$0
$596 Million 0.2% of portfolio
2,410
Q2 2024 New
$0
$594 Million 0.2% of portfolio
8,918
Q3 2025 New
$0
$586 Million 0.2% of portfolio
8,075
Q3 2025 Added 1.56%
$54.5B
$581 Million 0.2% of portfolio
3,106
Q3 2025 Reduced 34.35%
$140B
$593 Million 0.2% of portfolio
2,361
Q3 2025 Added 11.21%
$11.9B
$583 Million 0.2% of portfolio
7,628
Q3 2025 Added 71.22%
$136B
$589 Million 0.2% of portfolio
1,594
Q3 2025 Reduced 1.54%
$72.3B
$552 Million 0.19% of portfolio
4,941
Q3 2025 Reduced 5.49%
$24.5B
$558 Million 0.19% of portfolio
3,267
Q3 2025 Reduced 6.31%
$128B
$557 Million 0.19% of portfolio
5,850
Q3 2025 Reduced 8.09%
$75.4B
$550 Million 0.19% of portfolio
4,191
Q3 2025 Reduced 12.41%
$26.1B
$567 Million 0.19% of portfolio
3,586
Q3 2025 Reduced 6.57%
$0
$561 Million 0.19% of portfolio
17,758
Q3 2025 Added 2,236.58%
$0
$568 Million 0.19% of portfolio
3,902
Q3 2025 Added 37.44%
$0
$573 Million 0.19% of portfolio
2,253
Q2 2025 Added 2.78%
$11.6B
$556 Million 0.19% of portfolio
5,121
Q3 2025 Reduced 20.67%
$24.1B
$551 Million 0.19% of portfolio
13,013
Q3 2025 Added 0.85%
$16.4B
$537 Million 0.18% of portfolio
28,750
Q1 2025 Reduced 6.5%
$36B
$520 Million 0.18% of portfolio
5,174
Q3 2025 Reduced 4.31%
$13.5B
$527 Million 0.18% of portfolio
6,506
Q3 2025 Reduced 20.36%
$168B
$534 Million 0.18% of portfolio
7,076
Q3 2025 Reduced 7.38%
$11B
$523 Million 0.18% of portfolio
22,604
Q3 2025 Reduced 11.51%
$0
$526 Million 0.18% of portfolio
9,199
Q3 2025 New
$342B
$521 Million 0.18% of portfolio
2,855
Q3 2025 Reduced 44.63%
$35.1B
$526 Million 0.18% of portfolio
8,647
Q3 2025 Reduced 6.58%
$17.2B
$535 Million 0.18% of portfolio
4,834
Q3 2025 Reduced 11.07%
$25.4B
$529 Million 0.18% of portfolio
7,433
Q3 2025 Reduced 7.17%
$0
$514 Million 0.17% of portfolio
5,128
Q3 2025 Added 1,603.65%
$19.3B
$499 Million 0.17% of portfolio
1,902
Q3 2025 Reduced 0.42%
$14B
$502 Million 0.17% of portfolio
7,426
Q3 2025 Added 149.03%
$18B
$494 Million 0.17% of portfolio
3,561
Q3 2025 Reduced 12.57%
$0
$513 Million 0.17% of portfolio
2,379
Q3 2025 New
$8.21B
$518 Million 0.17% of portfolio
7,051
Q3 2025 Reduced 6.77%
$53.8B
$512 Million 0.17% of portfolio
3,260
Q3 2025 Reduced 7.25%
$12.8B
$490 Million 0.17% of portfolio
3,973
Q3 2025 Added 19.24%
$7.85B
$489 Million 0.17% of portfolio
4,828
Q3 2025 Reduced 6.94%
$19B
$494 Million 0.17% of portfolio
2,405
Q3 2025 Reduced 6.75%
$37.9B
$512 Million 0.17% of portfolio
6,224
Q3 2025 Reduced 2.14%
$22.6B
$497 Million 0.17% of portfolio
4,056
Q3 2025 Reduced 9.65%

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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