Gen Wealth Partners Inc Sells in Q2 2024

Gen Wealth Partners Inc

  • $207 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-15.3K
- 58.08%
$108.69 - $119.84 $1.66M - $1.83M
11K $1.31B
EFV
Msci Eafe Value ETF

ETFs
-29.6K
- 39.26%
$52.34 - $56.41 $1.55M - $1.67M
45.7K $2.43B
KEY
Keycorp

Financial Services
-87.8K
- 74.06%
$13.36 - $15.57 $1.17M - $1.37M
30.8K $437M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-19K
- 6.97%
$58.24 - $64.51 $1.11M - $1.23M
254K $16.3B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.31K
- 75.83%
$146.54 - $161.4 $485K - $534K
1.05K $164M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.6K
- 58.63%
$79.92 - $84.63 $447K - $474K
3.95K $332M
IXC
Ishares Tr Global Energy ETF

ETFs
-10.6K
- 74.43%
$39.86 - $44.76 $424K - $476K
3.66K $152M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.24K
- 10.81%
$497.53 - $549.64 $619K - $684K
10.3K $5.62B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-6.99K
- 99.96%
$43.11 - $44.42 $301K - $310K
3 $132K
CAT
Caterpillar Inc

Industrials
-202
- 3.26%
$321.47 - $379.3 $64.9K - $76.6K
5.99K $1.99B
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.68K
- 35.0%
$105.01 - $107.23 $177K - $180K
3.12K $334M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.41K
- 17.19%
$87.78 - $94.67 $123K - $133K
6.77K $621M
CRWD
Crowd Strike Holdings, Inc.

Technology
-530
- 56.68%
$282.64 - $390.43 $150K - $207K
405 $155M
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.47K
- 12.39%
$33.83 - $35.94 $151K - $161K
31.6K $1.12B
PCAR
Paccar Inc

Industrials
-865
- 42.4%
$102.94 - $123.1 $89K - $106K
1.18K $121M
LRCX
Lam Research Corp

Technology
-138
- 54.12%
$868.07 - $1089.58 $120K - $150K
117 $125M
BAC
Bank Of America Corp

Financial Services
-3.38K
- 50.43%
$34.68 - $40.02 $117K - $135K
3.32K $132M
TGT
Target Corp

Consumer Defensive
-189
- 5.96%
$141.16 - $177.82 $26.7K - $33.6K
2.98K $442M
BFB
Brown Forman Corp Cl B
-659
- 6.09%
N/A
10.2K $439M
EXC
Exelon Corp

Utilities
-2.84K
- 62.16%
$34.61 - $38.73 $98.3K - $110K
1.73K $59.8M
AES
Aes Corp

Utilities
-6.18K
- 75.48%
$15.91 - $21.77 $98.4K - $135K
2.01K $35.3M
IAU
Ishares Gold Trust

ETFs
-2.81K
- 35.77%
$42.46 - $45.89 $119K - $129K
5.04K $222M
AXON
Axon Enterprise, Inc.

Industrials
-319
- 42.08%
$276.22 - $327.64 $88.1K - $105K
439 $129M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.98K
- 3.98%
$44.3 - $45.58 $87.8K - $90.3K
47.7K $2.16B
D
Dominion Energy, Inc

Utilities
-2.19K
- 61.91%
$46.86 - $53.94 $103K - $118K
1.35K $66M
EIX
Edison International

Utilities
-1.54K
- 61.79%
$66.81 - $76.85 $103K - $118K
950 $68.2M
DUK
Duke Energy Corp

Utilities
-1.09K
- 59.24%
$92.87 - $104.6 $101K - $114K
750 $75.2M
PEG
Public Service Enterprise Group Inc

Utilities
-1.71K
- 47.87%
$64.28 - $75.76 $110K - $129K
1.86K $137M
AEP
American Electric Power CO Inc

Utilities
-1.22K
- 31.54%
$79.51 - $92.67 $97.2K - $113K
2.65K $233M
FE
Firstenergy Corp

Utilities
-2.6K
- 88.74%
$36.83 - $40.43 $95.8K - $105K
330 $12.6M
PCG
Pg&E Corp

Utilities
-5.96K
- 73.77%
$16.03 - $18.92 $95.5K - $113K
2.12K $37M
NI
Nisource Inc.

Utilities
-3.66K
- 53.21%
$26.56 - $29.23 $97.2K - $107K
3.22K $92.7M
BMY
Bristol Myers Squibb CO

Healthcare
-1.12K
- 34.16%
$40.25 - $52.99 $45.1K - $59.4K
2.16K $89.7M
CNP
Centerpoint Energy Inc

Utilities
-3.28K
- 59.72%
$27.22 - $31.31 $89.3K - $103K
2.21K $68.6M
SMCI
Super Micro Computer, Inc.

Technology
-41
- 14.91%
$713.65 - $1037.15 $29.3K - $42.5K
234 $192M
AWK
American Water Works Company, Inc.

Utilities
-709
- 74.32%
$113.82 - $135.5 $80.7K - $96.1K
245 $31.6M
SO
Southern CO

Utilities
-1.39K
- 33.94%
$67.77 - $80.71 $94.5K - $113K
2.71K $210M
PFE
Pfizer Inc

Healthcare
-2.88K
- 30.7%
$25.26 - $29.6 $72.8K - $85.4K
6.51K $182M
CE
Celanese Corp

Basic Materials
-299
- 30.11%
$134.4 - $171.27 $40.2K - $51.2K
694 $93.6M
AROC
Archrock, Inc.

Energy
-3.87K
- 94.27%
$18.5 - $21.32 $71.5K - $82.4K
235 $4.75M
EMB
Ishares Tr

ETFs
-796
- 25.34%
$86.66 - $89.88 $69K - $71.5K
2.35K $207M
ANET
Arista Networks, Inc.

Technology
-257
- 70.99%
$245.47 - $350.48 $63.1K - $90.1K
105 $36.8M
META
Meta Platforms, Inc.

Communication Services
-221
- 9.47%
$430.17 - $527.34 $95.1K - $117K
2.11K $1.06B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.34K
- 68.58%
$26.06 - $27.96 $61.1K - $65.5K
1.07K $29.2M
COP
Conocophillips

Energy
-241
- 9.29%
$109.39 - $133.52 $26.4K - $32.2K
2.35K $269M
MET
Metlife Inc

Financial Services
-604
- 12.78%
$68.55 - $74.22 $41.4K - $44.8K
4.12K $289M
ED
Consolidated Edison Inc

Utilities
-583
- 9.32%
$87.42 - $98.12 $51K - $57.2K
5.67K $507M
EVRG
Evergy, Inc.

Utilities
-1.08K
- 71.23%
$49.56 - $55.74 $53.6K - $60.3K
437 $23.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
-532
- 5.47%
$58.37 - $63.9 $31.1K - $34K
9.19K $555M
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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