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
$16.4 Billion 5.53% of portfolio
208,791
Q3 2025 Added 13.55%
$0
$9.68 Billion 3.27% of portfolio
163,460
Q3 2025 Added 10.8%
$0
$8.64 Billion 2.92% of portfolio
71,596
Q3 2025 Added 2.03%
$0
$7.95 Billion 2.68% of portfolio
40,852
Q3 2025 Added 0.61%
$0
$7.25 Billion 2.45% of portfolio
106,831
Q3 2025 Reduced 17.46%
$0
$6.68 Billion 2.26% of portfolio
9,988
Q3 2025 Reduced 7.4%
$0
$6.64 Billion 2.24% of portfolio
100,652
Q3 2025 Added 24.08%
$0
$6.59 Billion 2.23% of portfolio
31,906
Q3 2025 Added 11.28%
$0
$6.32 Billion 2.13% of portfolio
109,810
Q3 2025 Added 107.13%
Ishares U.S. Thematic Rotation Active ETF
-
$4.31 Billion 1.45% of portfolio
-
Q3 2025 Added 8.98%
Ishares A.I. Innovation And Tech Active ETF
-
$3.65 Billion 1.23% of portfolio
-
Q3 2025 Added 180.44%
$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%
$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%
$0
$2.33 Billion 0.79% of portfolio
5,018
Q3 2025 Reduced 0.93%
$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%
$0
$2.07 Billion 0.7% of portfolio
17,099
Q3 2025 Added 4.92%
$533B
$2.03 Billion 0.69% of portfolio
5,945
Q3 2025 Added 21.77%
$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%
$0
$1.92 Billion 0.65% of portfolio
17,987
Q3 2025 Reduced 18.24%
$0
$1.88 Billion 0.64% of portfolio
16,544
Q3 2025 Reduced 51.1%
$235B
$1.87 Billion 0.63% of portfolio
22,315
Q3 2025 Added 25.35%
$0
$1.86 Billion 0.63% of portfolio
79,047
Q3 2025 Added 5.79%
$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%
Global X Defense Tech ETF
-
$1.79 Billion 0.6% of portfolio
-
Q3 2025 New
$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%

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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