Gen Wealth Group, Inc. Portfolio Holdings

Gen Wealth Group, Inc.

  • $592 Million
  • Q4 2025

Gen Wealth Group, Inc. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $592 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $53M, Schwab Strategic Tr Us Large C with a value of $47.8M, Vanguard Growth ETF with a value of $44.1M, Ishares Barclays with a value of $44.1M, and Vanguard Index Fds S&P 500 ETF with a value of $37.2M.

Examining the 13F form we can see an increase of $59M in the current position value, from $533M to 592M.

Below you can find more details about Gen Wealth Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $592 Million
ETFs: $570 Million
Technology: $7.21 Million
Communication Services: $3.15 Million
Financial Services: $2.49 Million
Healthcare: $1.67 Million
Consumer Cyclical: $1.31 Million
Industrials: $696,000
Energy: $512,000
Other: $421,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.3B
$53 Million 8.96% of portfolio
688,253
Q4 2025 Reduced 4.5%
$0
$47.8 Million 8.08% of portfolio
1,647,900
Q4 2025 Added 6.64%
$0
$44.1 Million 7.45% of portfolio
91,201
Q4 2025 Added 3.45%
$0
$44.1 Million 7.45% of portfolio
457,196
Q4 2025 Added 10.77%
$0
$37.2 Million 6.28% of portfolio
60,137
Q4 2025 Added 5.95%
$0
$27.8 Million 4.69% of portfolio
202,807
Q4 2025 Added 9.68%
$0
$26.7 Million 4.51% of portfolio
415,644
Q4 2025 Added 4.48%
$0
$26.4 Million 4.46% of portfolio
43,713
Q4 2025 Added 4.93%
$0
$25.4 Million 4.29% of portfolio
37,598
Q4 2025 Added 5.83%
$0
$24.2 Million 4.1% of portfolio
51,376
Q4 2025 Added 6.44%
$0
$20 Million 3.38% of portfolio
353,013
Q4 2025 Added 9.88%
$0
$19.2 Million 3.25% of portfolio
170,235
Q4 2025 Added 98.92%
$0
$18.8 Million 3.18% of portfolio
135,127
Q4 2025 Added 98.95%
$0
$17.6 Million 2.98% of portfolio
159,954
Q4 2025 Added 105.8%
$0
$17 Million 2.87% of portfolio
253,170
Q4 2025 Reduced 22.34%
$0
$15.6 Million 2.64% of portfolio
580,385
Q4 2025 Reduced 9.07%
$0
$11.9 Million 2.01% of portfolio
113,443
Q4 2025 Added 1.12%
$0
$11.7 Million 1.97% of portfolio
207,946
Q4 2025 Added 3.77%
$0
$9.93 Million 1.68% of portfolio
14,922
Q4 2025 Reduced 0.15%
$0
$6.72 Million 1.14% of portfolio
65,413
Q4 2025 Added 1,446.77%
$4.3T
$5.32 Million 0.9% of portfolio
19,887
Q4 2025 Added 90.38%
$0
$4.55 Million 0.77% of portfolio
17,114
Q4 2025 Reduced 0.13%
$0
$4.09 Million 0.69% of portfolio
8,689
Q4 2025 Reduced 0.92%
$0
$3.97 Million 0.67% of portfolio
123,039
Q4 2025 Reduced 1.34%
$0
$3.82 Million 0.65% of portfolio
31,552
Q4 2025 Reduced 0.79%
$0
$3.62 Million 0.61% of portfolio
63,564
Q4 2025 Reduced 0.92%
$0
$3.48 Million 0.59% of portfolio
85,000
Q4 2025 Reduced 1.08%
$0
$3.09 Million 0.52% of portfolio
50,368
Q4 2025 Reduced 2.8%
$0
$2.97 Million 0.5% of portfolio
14,187
Q4 2025 Reduced 0.13%
$0
$2.65 Million 0.45% of portfolio
14,178
Q4 2025 Added 15.87%
$0
$2.39 Million 0.4% of portfolio
23,784
Q4 2025 New
$0
$2.32 Million 0.39% of portfolio
6,294
Q4 2025 Reduced 0.25%
$0
$2.32 Million 0.39% of portfolio
92,330
Q4 2025 Added 1.32%
$0
$2.18 Million 0.37% of portfolio
81,244
Q4 2025 Added 2.67%
$0
$1.96 Million 0.33% of portfolio
17,746
Q4 2025 Added 13.38%
$0
$1.67 Million 0.28% of portfolio
8,168
Q4 2025 Reduced 2.73%
$0
$1.61 Million 0.27% of portfolio
17,524
Q4 2025 Reduced 1.62%
$0
$1.47 Million 0.25% of portfolio
55,343
Q4 2025 Reduced 3.03%
$0
$1.41 Million 0.24% of portfolio
48,767
Q2 2025 Reduced 3.74%
$881B
$1.29 Million 0.22% of portfolio
4,279
Q4 2025 Added 8.11%
$0
$1.04 Million 0.18% of portfolio
6,368
Q3 2025 Added 6.42%
$0
$954,000 0.16% of portfolio
7,992
Q4 2025 Reduced 0.52%
$0
$846,000 0.14% of portfolio
3,068
Q4 2025 Reduced 5.69%
$1.37T
$853,000 0.14% of portfolio
1,400
Q4 2025 Added 4.87%
$522B
$768,000 0.13% of portfolio
3,850
Q4 2025 Added 7.96%
$465B
$622,000 0.11% of portfolio
3,335
Q4 2025 New
$662B
$674,000 0.11% of portfolio
1,326
Q4 2025 Added 23.58%
$1.29T
$582,000 0.1% of portfolio
1,425
Q4 2025 Added 39.43%
$49.1B
$620,000 0.1% of portfolio
5,630
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $592 Million
  • Prior Value $533 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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