Gen Wealth Group, Inc. Portfolio Holdings

Gen Wealth Group, Inc.

  • $533 Million
  • Q3 2025

Gen Wealth Group, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $533 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $52.4M, Schwab Strategic Tr Us Large C with a value of $45M, Vanguard Growth ETF with a value of $42.3M, Ishares Barclays with a value of $39.8M, and Vanguard Index Fds S&P 500 ETF with a value of $34.8M.

Examining the 13F form we can see an increase of $40.6M in the current position value, from $492M to 533M.

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

Portfolio value $533 Million
ETFs: $518 Million
Technology: $3.5 Million
Financial Services: $2.13 Million
Communication Services: $2.13 Million
Healthcare: $1.26 Million
Industrials: $712,000
Consumer Cyclical: $664,000
Energy: $626,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.3B
$52.4 Million 9.85% of portfolio
720,695
Q3 2025 Added 5.13%
$0
$45 Million 8.45% of portfolio
1,545,294
Q3 2025 Added 0.51%
$0
$42.3 Million 7.94% of portfolio
88,157
Q3 2025 Reduced 4.09%
$0
$39.8 Million 7.48% of portfolio
412,745
Q3 2025 Added 6.25%
$0
$34.8 Million 6.53% of portfolio
56,760
Q3 2025 Reduced 1.24%
$0
$26.3 Million 4.94% of portfolio
184,910
Q3 2025 Reduced 3.84%
$0
$26 Million 4.87% of portfolio
397,812
Q3 2025 Reduced 3.2%
$0
$25 Million 4.7% of portfolio
41,661
Q3 2025 Added 1.1%
$0
$23.8 Million 4.46% of portfolio
35,528
Q3 2025 Added 1.68%
$0
$22.4 Million 4.2% of portfolio
48,266
Q3 2025 Added 1.96%
$0
$22.2 Million 4.16% of portfolio
325,993
Q3 2025 Added 10.38%
$0
$18.3 Million 3.43% of portfolio
321,272
Q3 2025 Added 19.71%
$0
$16.8 Million 3.16% of portfolio
638,295
Q3 2025 Added 8.2%
$0
$12.8 Million 2.41% of portfolio
163,953
Q3 2025 Reduced 4.41%
$0
$11.7 Million 2.2% of portfolio
112,182
Q3 2025 Reduced 4.24%
$0
$11.1 Million 2.08% of portfolio
200,389
Q3 2025 Added 2.72%
$0
$9.6 Million 1.8% of portfolio
85,580
Q3 2025 Reduced 5.99%
$0
$9.32 Million 1.75% of portfolio
67,920
Q3 2025 Reduced 14.81%
$0
$8.34 Million 1.57% of portfolio
77,724
Q3 2025 Added 1.91%
$0
$4.56 Million 0.86% of portfolio
17,137
Q3 2025 Reduced 3.83%
$0
$4.11 Million 0.77% of portfolio
8,770
Q3 2025 Reduced 4.44%
$0
$3.98 Million 0.75% of portfolio
124,712
Q3 2025 Reduced 2.09%
$0
$3.84 Million 0.72% of portfolio
31,804
Q3 2025 Reduced 3.14%
$0
$3.68 Million 0.69% of portfolio
64,154
Q3 2025 Added 1.49%
$0
$3.5 Million 0.66% of portfolio
85,926
Q3 2025 Added 2.88%
$0
$3.11 Million 0.58% of portfolio
51,817
Q3 2025 Added 0.14%
$0
$2.93 Million 0.55% of portfolio
14,206
Q3 2025 Reduced 1.2%
$4.3T
$2.66 Million 0.5% of portfolio
10,446
Q3 2025 Reduced 4.51%
$0
$2.29 Million 0.43% of portfolio
91,125
Q3 2025 Added 2.81%
$0
$2.28 Million 0.43% of portfolio
12,236
Q3 2025 Added 3.14%
$0
$2.31 Million 0.43% of portfolio
6,310
Q3 2025 Reduced 1.19%
$0
$2.13 Million 0.4% of portfolio
79,130
Q3 2025 Reduced 0.07%
$0
$1.71 Million 0.32% of portfolio
8,397
Q3 2025 Added 11.19%
$0
$1.73 Million 0.32% of portfolio
15,652
Q3 2025 Reduced 2.17%
$0
$1.6 Million 0.3% of portfolio
17,812
Q3 2025 Reduced 1.01%
$0
$1.5 Million 0.28% of portfolio
57,071
Q3 2025 Reduced 3.02%
$0
$1.41 Million 0.26% of portfolio
48,767
Q2 2025 Reduced 3.74%
$881B
$1.25 Million 0.23% of portfolio
3,958
Q3 2025 Reduced 1.17%
$0
$1.03 Million 0.19% of portfolio
6,368
Q3 2025 Added 6.42%
$1.37T
$980,000 0.18% of portfolio
1,335
Q3 2025 Reduced 14.97%
$0
$960,000 0.18% of portfolio
8,034
Q3 2025 Reduced 0.33%
$0
$890,000 0.17% of portfolio
3,253
Q3 2025 Reduced 2.22%
$522B
$661,000 0.12% of portfolio
3,566
Q3 2025 Added 0.11%
$3.78T
$590,000 0.11% of portfolio
1,141
Q3 2025 Reduced 3.31%
$0
$512,000 0.1% of portfolio
5,836
Q1 2021 Reduced 26.83%
$662B
$539,000 0.1% of portfolio
1,073
Q2 2025 Reduced 0.92%
$1.29T
$454,000 0.09% of portfolio
1,022
Q1 2025 Added 93.93%
$490B
$424,000 0.08% of portfolio
3,765
Q3 2025 Reduced 2.03%
$0
$435,000 0.08% of portfolio
4,229
Q3 2025 Reduced 3.62%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $533 Million
  • Prior Value $492 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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