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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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