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