Gen Wealth Group, Inc. Wisdomtree Bloomberg U.S. Doll Transaction History
Gen Wealth Group, Inc.
- $592 Million
- Q4 2025
A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 580,385 shares of USDU stock, worth $15.6 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
580,385
Previous 638,295
9.07%
Holding current value
$15.6 Million
Previous $16.8 Million
7.45%
% of portfolio
2.64%
Previous 3.16%
Shares
14 transactions
Others Institutions Holding USDU
# of Institutions
50Shares Held
3.45MCall Options Held
19KPut Options Held
33.6K-
Osborne Partners Capital Management, LLC512KShares$13.8 Million0.69% of portfolio
-
Trek Financial, LLC Scottsdale, AZ324KShares$8.69 Million0.56% of portfolio
-
Maridea Wealth Management LLC Brooklyn, NY225KShares$6.05 Million0.87% of portfolio
-
Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio
-
Prevail Innovative Wealth Advisors, LLC Leawood, KS166KShares$4.45 Million0.85% of portfolio