Gen Wealth Partners Inc Incresed Positions in Q2 2024

Gen Wealth Partners Inc

  • $207 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
29K
+ 60.54%
$79.31 - $93.31 $2.3M - $2.7M
76.8K $7.11B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
35.7K
+ 37.61%
$42.0 - $47.28 $1.5M - $1.69M
131K $6.14B
EFG
Msci Eafe Growth ETF

ETFs
13.6K
+ 37.22%
$97.17 - $106.25 $1.32M - $1.44M
50K $5.12B
IEMG
Ishares Inc

ETFs
17.1K
+ 155.05%
$50.02 - $54.95 $857K - $941K
28.2K $1.51B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.41K
+ 68.75%
$377.31 - $399.95 $530K - $562K
3.45K $1.35B
WMT
Walmart Inc.

Consumer Defensive
3.33K
+ 9.61%
$58.85 - $68.9 $196K - $229K
37.9K $2.57B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.21K
+ 504.92%
$56.43 - $60.79 $463K - $499K
9.83K $575M
FAST
Fastenal CO

Industrials
7.55K
+ 254.04%
$62.84 - $76.63 $474K - $578K
10.5K $661M
AAPL
Apple Inc.

Technology
186
+ 2.1%
$165.0 - $216.67 $30.7K - $40.3K
9.06K $1.91B
AMGN
Amgen Inc

Healthcare
418
+ 8.11%
$262.75 - $319.31 $110K - $133K
5.58K $1.74B
MSFT
Microsoft Corp

Technology
155
+ 2.54%
$389.33 - $452.85 $60.3K - $70.2K
6.26K $2.8B
NVO
Novo Nordisk A S

Healthcare
1.1K
+ 23.79%
$122.71 - $146.91 $135K - $162K
5.72K $817M
WPC
W. P. Carey Inc.

Real Estate
3.89K
+ 75.59%
$53.32 - $60.11 $208K - $234K
9.04K $498M
KO
Coca Cola CO

Consumer Defensive
2.13K
+ 7.54%
$58.06 - $64.15 $124K - $137K
30.4K $1.93B
ETN
Eaton Corp PLC

Industrials
593
+ 97.69%
$303.02 - $340.89 $180K - $202K
1.2K $376M
FICO
Fair Isaac Corp

Technology
94
+ 54.65%
$1110.85 - $1488.66 $104K - $140K
266 $396M
BA
Boeing CO

Industrials
1.22K
+ 24.56%
$164.33 - $191.42 $201K - $234K
6.19K $1.13B
PG
Procter & Gamble CO

Consumer Defensive
772
+ 5.99%
$155.33 - $168.56 $120K - $130K
13.7K $2.25B
AVGO
Broadcom Inc.

Technology
57
+ 30.32%
$1204.71 - $1828.87 $68.7K - $104K
245 $393M
QCOM
Qualcomm Inc

Technology
557
+ 52.95%
$157.63 - $227.09 $87.8K - $126K
1.61K $320M
ADP
Automatic Data Processing Inc

Industrials
720
+ 23.38%
$237.3 - $254.02 $171K - $183K
3.8K $907M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.57%
$173.67 - $197.85 $9.55K - $10.9K
9.7K $1.88B
MMM
3 M CO

Industrials
1.94K
+ 11.61%
$90.54 - $105.26 $175K - $204K
18.6K $1.9B
ORCL
Oracle Corp

Technology
434
+ 9.68%
$113.75 - $144.64 $49.4K - $62.8K
4.92K $694M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
627
+ 10.44%
$67.89 - $89.5 $42.6K - $56.1K
6.63K $585M
CL
Colgate Palmolive CO

Consumer Defensive
630
+ 6.89%
$85.85 - $98.99 $54.1K - $62.4K
9.78K $949M
UNH
Unitedhealth Group Inc

Healthcare
158
+ 6.05%
$439.2 - $524.63 $69.4K - $82.9K
2.77K $1.41B
LLY
Eli Lilly & CO

Healthcare
91
+ 35.97%
$724.87 - $909.04 $66K - $82.7K
344 $311M
NVDA
Nvidia Corp

Technology
3.36K
+ 868.99%
$118.11 - $1224.4 $397K - $4.12M
3.75K $463M
CTAS
Cintas Corp

Industrials
143
+ 19.14%
$658.34 - $714.93 $94.1K - $102K
890 $623M
EXPD
Expeditors International Of Washington Inc

Industrials
750
+ 14.77%
$111.31 - $127.26 $83.5K - $95.4K
5.83K $727M
MTD
Mettler Toledo International Inc

Healthcare
69
+ 35.03%
$1188.54 - $1530.55 $82K - $106K
266 $372M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.07K
+ 14.16%
$101.08 - $109.91 $109K - $118K
8.66K $898M
ESS
Essex Property Trust, Inc.

Real Estate
189
+ 9.77%
$232.65 - $284.59 $44K - $53.8K
2.12K $578M
ECL
Ecolab Inc.

Basic Materials
319
+ 10.32%
$218.16 - $244.64 $69.6K - $78K
3.41K $811M
CHKP
Check Point Software Technologies LTD

Technology
570
+ 30.38%
$146.79 - $165.0 $83.7K - $94.1K
2.45K $404M
ROL
Rollins Inc

Consumer Cyclical
1.61K
+ 24.55%
$42.44 - $49.92 $68.3K - $80.3K
8.16K $398M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
393
+ 0.94%
$55.18 - $59.2 $21.7K - $23.3K
42.2K $2.5B
ROP
Roper Technologies Inc

Industrials
156
+ 13.76%
$510.82 - $563.66 $79.7K - $87.9K
1.29K $727M
EME
Emcor Group, Inc.

Industrials
214
+ 43.76%
$328.63 - $398.69 $70.3K - $85.3K
703 $257M
BDX
Becton Dickinson & CO

Healthcare
504
+ 20.94%
$225.07 - $246.17 $113K - $124K
2.91K $680M
HON
Honeywell International Inc

Industrials
196
+ 3.9%
$190.36 - $215.89 $37.3K - $42.3K
5.22K $1.11B
TSCO
Tractor Supply CO

Consumer Cyclical
256
+ 17.22%
$241.97 - $289.98 $61.9K - $74.2K
1.74K $471M
KMB
Kimberly Clark Corp

Consumer Defensive
349
+ 10.22%
$123.89 - $141.67 $43.2K - $49.4K
3.76K $520M
AJG
Arthur J. Gallagher & Co.

Financial Services
253
+ 19.39%
$230.52 - $265.19 $58.3K - $67.1K
1.56K $404M
APD
Air Products & Chemicals, Inc.

Basic Materials
183
+ 9.56%
$227.76 - $285.31 $41.7K - $52.2K
2.1K $541M
AMT
American Tower Corp

Real Estate
393
+ 52.19%
$171.0 - $200.41 $67.2K - $78.8K
1.15K $223M
AMCR
Amcor PLC

Consumer Cyclical
6.15K
+ 13.03%
$8.83 - $10.43 $54.3K - $64.1K
53.3K $522M
SPGI
S&P Global Inc.

Financial Services
110
+ 10.71%
$408.56 - $448.91 $44.9K - $49.4K
1.14K $507M
Activity Summary
Buys All Purchases 260 New Holdings 61 Increased Positions 199 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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