Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024

Gen Wealth Partners Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 648 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 $17.3B, Ishares S&P 500 Growth ETF with a value of $8.05B, Blackrock ETF Tr U S Equity Fa with a value of $7.17B, Ishares Core S&P 500 ETF with a value of $6.47B, and Ishares Msci Usa Quality Facto with a value of $6.31B.

Examining the 13F form we can see an increase of $3.64B in the current position value, from $229B to 233B.

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 $233 Billion
ETFs: $94.6 Billion
Industrials: $23.5 Billion
Consumer Defensive: $20.2 Billion
Technology: $19.9 Billion
Financial Services: $18.5 Billion
Healthcare: $17.1 Billion
Consumer Cyclical: $13.3 Billion
Basic Materials: $5.22 Billion
Other: $14.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$231B
$3.14 Billion 1.35% of portfolio
34,764
Q4 2024 Reduced 7.35%
$2.82T
$2.7 Billion 1.16% of portfolio
6,411
Q4 2024 Reduced 7.29%
$398B
$2.68 Billion 1.15% of portfolio
15,961
Q4 2024 Added 8.32%
$219B
$2.27 Billion 0.98% of portfolio
10,326
Q4 2024 Reduced 2.04%
$226B
$2.23 Billion 0.96% of portfolio
7,683
Q4 2024 Added 1.56%
$174B
$2.21 Billion 0.95% of portfolio
6,089
Q4 2024 Reduced 0.2%
$1.96T
$2.08 Billion 0.89% of portfolio
9,480
Q4 2024 Reduced 0.99%
$3.5T
$2.05 Billion 0.88% of portfolio
8,170
Q4 2024 Added 0.33%
$428B
$1.97 Billion 0.85% of portfolio
13,607
Q4 2024 Added 3.56%
$164B
$1.82 Billion 0.78% of portfolio
6,982
Q4 2024 Added 19.45%
$712B
$1.8 Billion 0.77% of portfolio
7,513
Q4 2024 Reduced 10.06%
$88B
$1.77 Billion 0.76% of portfolio
5,218
Q4 2024 Added 133.99%
$304B
$1.76 Billion 0.76% of portfolio
28,336
Q4 2024 Added 5.06%
$483B
$1.78 Billion 0.76% of portfolio
3,516
Q4 2024 Added 10.74%
$561B
$1.62 Billion 0.7% of portfolio
5,135
Q4 2024 Reduced 0.1%
$325B
$1.6 Billion 0.69% of portfolio
11,064
Q4 2024 Added 5.14%
$80.1B
$1.55 Billion 0.67% of portfolio
12,005
Q4 2024 Added 0.97%
$125B
$1.48 Billion 0.64% of portfolio
5,048
Q4 2024 Added 13.01%
$273B
$1.5 Billion 0.64% of portfolio
11,160
Q4 2024 Added 230.18%
$250B
$1.44 Billion 0.62% of portfolio
24,375
Q4 2024 Reduced 1.03%
$226B
$1.41 Billion 0.61% of portfolio
14,163
Q4 2024 Added 22.26%
$198B
$1.34 Billion 0.58% of portfolio
4,517
Q4 2024 Reduced 9.06%
$103B
$1.33 Billion 0.57% of portfolio
7,515
Q4 2024 Added 20.63%
$20.4B
$1.31 Billion 0.56% of portfolio
17,184
Q4 2024 Added 20.31%
$26.5B
$1.3 Billion 0.56% of portfolio
12,458
Q4 2024 Added 17.46%
$79.7B
$1.31 Billion 0.56% of portfolio
17,341
Q4 2024 Reduced 6.05%
$185B
$1.28 Billion 0.55% of portfolio
2,242
Q4 2024 Reduced 8.9%
$270B
$1.28 Billion 0.55% of portfolio
3,826
Q4 2024 Reduced 2.89%
$179B
$1.27 Billion 0.54% of portfolio
11,375
Q4 2024 Reduced 0.85%
$189B
$1.26 Billion 0.54% of portfolio
31,423
Q4 2024 Reduced 0.25%
$141B
$1.23 Billion 0.53% of portfolio
5,431
Q4 2024 Added 1.74%
$77.4B
$1.24 Billion 0.53% of portfolio
13,612
Q4 2024 Added 23.69%
$206B
$1.21 Billion 0.52% of portfolio
7,965
Q4 2024 Added 15.92%
$61.3B
$1.22 Billion 0.52% of portfolio
5,048
Q4 2024 Reduced 4.36%
$380B
$969 Million 0.42% of portfolio
5,813
Q4 2024 Added 16.26%
$411B
$914 Million 0.39% of portfolio
998
Q4 2024 Added 21.12%
$491B
$875 Million 0.38% of portfolio
8,130
Q4 2024 Added 0.84%
$79.5B
$853 Million 0.37% of portfolio
4,154
Q4 2024 Added 21.46%
$1.3T
$847 Million 0.36% of portfolio
1,447
Q4 2024 Reduced 11.55%
$192B
$830 Million 0.36% of portfolio
2,359
Q4 2024 Added 26.42%
$229B
$834 Million 0.36% of portfolio
7,374
Q4 2024 Reduced 2.54%
$64.9B
$806 Million 0.35% of portfolio
3,553
Q4 2024 Added 2.48%
$44.7B
$810 Million 0.35% of portfolio
1,349
Q4 2024 Added 27.87%
$17.1B
$818 Million 0.35% of portfolio
1,703
Q4 2024 Added 24.49%
$28.6B
$806 Million 0.35% of portfolio
4,319
Q4 2024 Added 33.1%
$75.7B
$805 Million 0.35% of portfolio
3,174
Q4 2024 Added 2.69%
$71.1B
$801 Million 0.34% of portfolio
3,420
Q4 2024 Added 3.11%
$49.3B
$791 Million 0.34% of portfolio
751
Q4 2024 Reduced 3.1%
$43.6B
$796 Million 0.34% of portfolio
11,073
Q4 2024 Added 1.02%

Summary

  • Portfolio
  • No. of Stocks 648
  • Current Value $233 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 158 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 160 stocks
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