Gen-Wealth Partners
Latest statistics and disclosures from Gen-Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, DYNF, IVW, QUAL, EFV, and represent 16.85% of Gen-Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: XLG, BAI, SPLG, SHLD, IEMG, AVEM, GLD, DYNF, CPRT, BSX.
- Started 77 new stock positions in TNXP, GXO, CBRE, ATNM, DECK, OKLO, ODFL, SOLV, Iterum Therapeutics, ACA.
- Reduced shares in these 10 stocks: IYW, EFG, EFV, FI, FICO, EMXC, CL, ORCL, IVV, MUB.
- Sold out of its positions in ACIW, ALSN, AMTM, ANSS, AGX, BYRN, CLNE, CLSD, COKE, COIN.
- Gen-Wealth Partners was a net buyer of stock by $25M.
- Gen-Wealth Partners has $296M in assets under management (AUM), dropping by 14.26%.
- Central Index Key (CIK): 0002023375
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Portfolio Holdings for Gen-Wealth Partners
Gen-Wealth Partners holds 681 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Gen-Wealth Partners has 681 total positions. Only the first 250 positions are shown.
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- Download the Gen-Wealth Partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 5.5 | $16M | +13% | 209k | 78.34 |
|
| Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) | 3.3 | $9.7M | +10% | 164k | 59.20 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 2.9 | $8.6M | +2% | 72k | 120.72 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 2.7 | $7.9M | 41k | 194.50 |
|
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 2.4 | $7.2M | -17% | 107k | 67.83 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.3 | $6.7M | -7% | 10k | 669.27 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 2.2 | $6.6M | +24% | 101k | 65.92 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 2.2 | $6.6M | +11% | 32k | 206.51 |
|
| Invesco S&p 500 Top 50 Etf Etf (XLG) | 2.1 | $6.3M | +107% | 110k | 57.52 |
|
| Ishares U.s. Thematic Rotation Active Etf Etf (THRO) | 1.5 | $4.3M | +8% | 114k | 37.86 |
|
| Ishares A.i. Innovation And Tech Active Etf Etf (BAI) | 1.2 | $3.7M | +180% | 107k | 34.16 |
|
| Walmart Stock (WMT) | 1.2 | $3.6M | 35k | 103.06 |
|
|
| Microsoft Corp Stock (MSFT) | 1.2 | $3.5M | +4% | 6.8k | 517.98 |
|
| Caterpillar Stock (CAT) | 1.1 | $3.2M | 6.7k | 477.17 |
|
|
| Procter And Gamble Stock (PG) | 1.1 | $3.2M | +15% | 21k | 153.65 |
|
| Johnson & Johnson Stock (JNJ) | 1.0 | $2.9M | +8% | 16k | 185.42 |
|
| Amazon Stock (AMZN) | 0.9 | $2.8M | +27% | 13k | 219.58 |
|
| Apple Stock (AAPL) | 0.9 | $2.7M | +19% | 11k | 254.63 |
|
| International Business Machs Stock (IBM) | 0.9 | $2.7M | +5% | 9.6k | 282.15 |
|
| Amgen Stock (AMGN) | 0.8 | $2.5M | +4% | 8.8k | 282.20 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.8 | $2.5M | +5% | 7.8k | 315.43 |
|
| Nvidia Corporation Stock (NVDA) | 0.8 | $2.4M | -2% | 13k | 186.58 |
|
| Mcdonalds Corp Stock (MCD) | 0.8 | $2.4M | +5% | 7.9k | 303.87 |
|
| Chevron Corp Stock (CVX) | 0.8 | $2.3M | +18% | 15k | 155.29 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.8 | $2.3M | 5.0k | 463.74 |
|
|
| 3M Stock (MMM) | 0.7 | $2.1M | +14% | 14k | 155.18 |
|
| Coca Cola Stock (KO) | 0.7 | $2.1M | +9% | 32k | 66.32 |
|
| Sherwin Williams Stock (SHW) | 0.7 | $2.1M | +7% | 6.0k | 346.24 |
|
| Invesco S&p 500 Momentum Etf Etf (SPMO) | 0.7 | $2.1M | +4% | 17k | 121.06 |
|
| Visa Inc Com Cl A Stock (V) | 0.7 | $2.0M | +21% | 5.9k | 341.40 |
|
| Goldman Sachs Group Stock (GS) | 0.7 | $2.0M | +3% | 2.5k | 796.45 |
|
| Home Depot Stock (HD) | 0.7 | $2.0M | +8% | 4.9k | 405.22 |
|
| Honeywell Intl Stock (HON) | 0.7 | $1.9M | +49% | 9.2k | 210.49 |
|
| Verizon Communications Stock (VZ) | 0.7 | $1.9M | +28% | 44k | 43.95 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.6 | $1.9M | -18% | 18k | 106.49 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.6 | $1.9M | -51% | 17k | 113.88 |
|
| Merck & Co Stock (MRK) | 0.6 | $1.9M | +25% | 22k | 83.93 |
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.6 | $1.9M | +5% | 79k | 23.47 |
|
| Cisco Sys Stock (CSCO) | 0.6 | $1.8M | +7% | 27k | 68.42 |
|
| American Express Stock (AXP) | 0.6 | $1.8M | +11% | 5.5k | 332.16 |
|
| Global X Defense Tech Etf Etf (SHLD) | 0.6 | $1.8M | NEW | 25k | 70.24 |
|
| Unitedhealth Group Stock (UNH) | 0.6 | $1.8M | +43% | 5.1k | 345.32 |
|
| Disney Walt Stock (DIS) | 0.6 | $1.7M | +14% | 15k | 114.50 |
|
| Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN) | 0.6 | $1.7M | +8% | 36k | 46.63 |
|
| Travelers Companies Stock (TRV) | 0.5 | $1.6M | +9% | 5.8k | 279.24 |
|
| Boeing Stock (BA) | 0.5 | $1.6M | -2% | 7.4k | 215.82 |
|
| Nike Inc Cl B Stock (NKE) | 0.5 | $1.5M | 22k | 69.73 |
|
|
| Salesforce Stock (CRM) | 0.5 | $1.4M | +34% | 6.1k | 237.00 |
|
| Automatic Data Processing Stock (ADP) | 0.5 | $1.4M | -6% | 4.9k | 293.50 |
|
| Pepsico Stock (PEP) | 0.5 | $1.4M | 10k | 140.44 |
|
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.5 | $1.4M | -20% | 29k | 46.71 |
|
| Oracle Corp Stock (ORCL) | 0.4 | $1.3M | -30% | 4.7k | 281.23 |
|
| Spdr Gold Shares Etf (GLD) | 0.4 | $1.3M | +306% | 3.6k | 355.47 |
|
| Costco Whsl Corp Stock (COST) | 0.4 | $1.3M | +22% | 1.4k | 925.35 |
|
| Avantis Emerging Markets Equity Etf Etf (AVEM) | 0.4 | $1.3M | NEW | 17k | 75.11 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $1.3M | +39% | 5.2k | 243.09 |
|
| Ishares Mbs Etf Etf (MBB) | 0.4 | $1.3M | +2% | 13k | 95.15 |
|
| Church & Dwight Stock (CHD) | 0.4 | $1.3M | -2% | 14k | 87.63 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.4 | $1.2M | 18k | 66.91 |
|
|
| Ishares S&p 100 Etf Etf (OEF) | 0.4 | $1.2M | +8% | 3.5k | 332.86 |
|
| Caseys Gen Stores Stock (CASY) | 0.4 | $1.1M | -3% | 2.0k | 565.40 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.4 | $1.1M | +2% | 1.5k | 734.26 |
|
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.4 | $1.1M | +10% | 5.2k | 206.91 |
|
| Rollins Stock (ROL) | 0.4 | $1.1M | 18k | 58.74 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $1.1M | 1.8k | 600.37 |
|
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.3 | $1.0M | +174% | 3.5k | 297.66 |
|
| Cencora Stock (COR) | 0.3 | $1.0M | -9% | 3.3k | 312.57 |
|
| Boston Scientific Corp Stock (BSX) | 0.3 | $999k | +437% | 10k | 97.63 |
|
| Factset Resh Sys Stock (FDS) | 0.3 | $990k | +7% | 3.5k | 286.50 |
|
| Abbvie Stock (ABBV) | 0.3 | $988k | +21% | 4.3k | 231.55 |
|
| Msci Stock (MSCI) | 0.3 | $983k | 1.7k | 567.44 |
|
|
| Monster Beverage Corp Stock (MNST) | 0.3 | $970k | -9% | 14k | 67.31 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.3 | $969k | 5.1k | 189.70 |
|
|
| Autozone Stock (AZO) | 0.3 | $955k | -12% | 223.00 | 4281.45 |
|
| Tractor Supply Stock (TSCO) | 0.3 | $951k | -12% | 17k | 56.87 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.3 | $930k | -11% | 1.9k | 485.07 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $930k | 10k | 93.37 |
|
|
| Intercontinental Exchange Stock (ICE) | 0.3 | $911k | -8% | 5.4k | 168.49 |
|
| Intuit Stock (INTU) | 0.3 | $905k | -12% | 1.3k | 683.15 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.3 | $904k | +28% | 9.5k | 95.14 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.3 | $903k | +17% | 3.7k | 246.58 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.3 | $902k | 1.5k | 596.03 |
|
|
| Ishares Flexible Income Active Etf Etf (BINC) | 0.3 | $895k | +5% | 17k | 53.24 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $891k | 28k | 31.42 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $889k | +20% | 16k | 55.49 |
|
| Mettler Toledo International Stock (MTD) | 0.3 | $864k | -8% | 704.00 | 1227.58 |
|
| Fastenal Stock (FAST) | 0.3 | $832k | -19% | 17k | 49.04 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.3 | $830k | +13% | 1.2k | 666.35 |
|
| Copart Stock (CPRT) | 0.3 | $816k | NEW | 18k | 44.97 |
|
| Ecolab Stock (ECL) | 0.3 | $811k | -5% | 3.0k | 273.84 |
|
| Paychex Stock (PAYX) | 0.3 | $811k | -2% | 6.4k | 126.77 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.3 | $805k | -4% | 5.4k | 148.94 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.3 | $796k | -76% | 4.1k | 195.88 |
|
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.3 | $778k | +8% | 15k | 51.23 |
|
| Descartes Sys Group Stock (DSGX) | 0.3 | $773k | NEW | 8.2k | 94.23 |
|
| Illinois Tool Wks Stock (ITW) | 0.3 | $771k | -6% | 3.0k | 260.80 |
|
| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.3 | $762k | NEW | 3.6k | 209.23 |
|
| Abbott Labs Stock (ABT) | 0.3 | $762k | -5% | 5.7k | 133.94 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $754k | 1.00 | 754200.00 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.3 | $743k | -6% | 6.6k | 112.76 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $737k | 3.0k | 241.96 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.2 | $728k | +275% | 954.00 | 763.31 |
|
| Linde Stock (LIN) | 0.2 | $725k | -10% | 1.5k | 475.07 |
|
| General Dynamics Corp Stock (GD) | 0.2 | $702k | -16% | 2.1k | 341.05 |
|
| Grainger W W Stock (GWW) | 0.2 | $677k | -5% | 710.00 | 953.27 |
|
| Colgate Palmolive Stock (CL) | 0.2 | $666k | -48% | 8.3k | 79.94 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.2 | $642k | 9.8k | 65.26 |
|
|
| Ishares U.s. Real Estate Etf Etf (IYR) | 0.2 | $632k | NEW | 6.5k | 97.09 |
|
| Roper Technologies Stock (ROP) | 0.2 | $613k | -7% | 1.2k | 498.74 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.2 | $596k | 2.4k | 247.12 |
|
|
| Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) | 0.2 | $594k | NEW | 8.9k | 66.64 |
|
| Lowes Cos Stock (LOW) | 0.2 | $593k | +11% | 2.4k | 251.33 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $589k | 1.6k | 369.56 |
|
|
| C H Robinson Worldwide Stock (CHRW) | 0.2 | $589k | -17% | 4.4k | 132.40 |
|
| Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) | 0.2 | $586k | 8.1k | 72.58 |
|
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.2 | $583k | +71% | 7.6k | 76.45 |
|
| Archer Daniels Midland Stock (ADM) | 0.2 | $583k | -12% | 9.8k | 59.74 |
|
| Becton Dickinson & Co Stock (BDX) | 0.2 | $581k | -34% | 3.1k | 187.18 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.2 | $573k | 2.3k | 254.28 |
|
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.2 | $568k | +37% | 3.9k | 145.60 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.2 | $567k | -6% | 3.6k | 158.10 |
|
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.2 | $562k | +2236% | 18k | 31.62 |
|
| Atmos Energy Corp Stock (ATO) | 0.2 | $558k | -6% | 3.3k | 170.77 |
|
| Medtronic Stock (MDT) | 0.2 | $557k | -8% | 5.9k | 95.24 |
|
| Smucker J M Stock (SJM) | 0.2 | $556k | -20% | 5.1k | 108.59 |
|
| Aflac Stock (AFL) | 0.2 | $552k | -5% | 4.9k | 111.71 |
|
| Ishares Silver Trust Etf (SLV) | 0.2 | $551k | 13k | 42.37 |
|
|
| Emerson Elec Stock (EMR) | 0.2 | $550k | -12% | 4.2k | 131.19 |
|
| Keycorp Stock (KEY) | 0.2 | $537k | 29k | 18.69 |
|
|
| Pentair Stock (PNR) | 0.2 | $535k | -11% | 4.8k | 110.75 |
|
| Nextera Energy Stock (NEE) | 0.2 | $534k | -7% | 7.1k | 75.49 |
|
| Eversource Energy Stock (ES) | 0.2 | $529k | -7% | 7.4k | 71.14 |
|
| Albemarle Corp Stock (ALB) | 0.2 | $528k | -20% | 6.5k | 81.08 |
|
| State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.2 | $526k | NEW | 9.2k | 57.19 |
|
| Realty Income Corp Reit (O) | 0.2 | $526k | -6% | 8.6k | 60.79 |
|
| Franklin Resources Stock (BEN) | 0.2 | $523k | -11% | 23k | 23.13 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $521k | -44% | 2.9k | 182.42 |
|
| Consolidated Edison Stock (ED) | 0.2 | $520k | -4% | 5.2k | 100.52 |
|
| Smith A O Corp Stock (AOS) | 0.2 | $518k | -6% | 7.1k | 73.41 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.2 | $514k | +1603% | 5.1k | 100.25 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $513k | NEW | 2.4k | 215.81 |
|
| Sysco Corp Stock (SYY) | 0.2 | $513k | -2% | 6.2k | 82.34 |
|
| Cardinal Health Stock (CAH) | 0.2 | $512k | -7% | 3.3k | 156.97 |
|
| Chubb Stock (CB) | 0.2 | $508k | -5% | 1.8k | 282.25 |
|
| Air Prods & Chems Stock (APD) | 0.2 | $507k | -3% | 1.9k | 272.79 |
|
| Wp Carey Reit (WPC) | 0.2 | $502k | +149% | 7.4k | 67.57 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.2 | $499k | 1.9k | 262.30 |
|
|
| Expeditors Intl Wash Stock (EXPD) | 0.2 | $497k | -9% | 4.1k | 122.59 |
|
| Genuine Parts Stock (GPC) | 0.2 | $494k | -12% | 3.6k | 138.61 |
|
| Cintas Corp Stock (CTAS) | 0.2 | $494k | -6% | 2.4k | 205.23 |
|
| Clorox Co Del Stock (CLX) | 0.2 | $490k | +19% | 4.0k | 123.29 |
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.2 | $489k | -6% | 4.8k | 101.32 |
|
| Nordson Corp Stock (NDSN) | 0.2 | $487k | -9% | 2.1k | 226.90 |
|
| Brown & Brown Stock (BRO) | 0.2 | $478k | +7% | 5.1k | 93.78 |
|
| Amcor Plc Ord Stock (AMCR) | 0.2 | $475k | +17% | 58k | 8.18 |
|
| Essex Ppty Tr Reit (ESS) | 0.2 | $472k | -4% | 1.8k | 267.62 |
|
| Stanley Black & Decker Stock (SWK) | 0.2 | $471k | -13% | 6.3k | 74.33 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.2 | $471k | +23% | 17k | 27.08 |
|
| Nucor Corp Stock (NUE) | 0.2 | $468k | -12% | 3.5k | 135.43 |
|
| Dover Corp Stock (DOV) | 0.2 | $467k | -5% | 2.8k | 166.84 |
|
| Price T Rowe Group Stock (TROW) | 0.2 | $465k | 4.5k | 102.63 |
|
|
| Ppg Inds Stock (PPG) | 0.2 | $463k | +2% | 4.4k | 105.12 |
|
| Erie Indty Co Cl A Stock (ERIE) | 0.2 | $461k | NEW | 1.4k | 318.09 |
|
| Kimberly-clark Corp Stock (KMB) | 0.2 | $460k | -6% | 3.7k | 124.33 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.2 | $448k | +43% | 4.4k | 103.00 |
|
| Rtx Corporation Stock (RTX) | 0.2 | $446k | +3% | 2.7k | 167.36 |
|
| S&p Global Stock (SPGI) | 0.2 | $445k | -7% | 915.00 | 486.71 |
|
| Adobe Stock (ADBE) | 0.1 | $440k | +36% | 1.2k | 352.75 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $427k | +102% | 5.1k | 84.59 |
|
| Tesla Stock (TSLA) | 0.1 | $423k | +1513% | 952.00 | 444.72 |
|
| Target Corp Stock (TGT) | 0.1 | $419k | 4.7k | 89.70 |
|
|
| Global X Uranium Etf Etf (URA) | 0.1 | $418k | +8663% | 8.8k | 47.67 |
|
| At&t Stock (T) | 0.1 | $417k | +440% | 15k | 28.24 |
|
| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 0.1 | $414k | 4.0k | 103.37 |
|
|
| Hormel Foods Corp Stock (HRL) | 0.1 | $412k | -4% | 17k | 24.74 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.1 | $400k | 556.00 | 718.54 |
|
|
| Kenvue Stock (KVUE) | 0.1 | $393k | +10% | 24k | 16.23 |
|
| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $386k | 2.8k | 140.05 |
|
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.1 | $381k | +2% | 3.0k | 125.95 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $362k | +2% | 16k | 23.12 |
|
| Qualcomm Stock (QCOM) | 0.1 | $361k | +47% | 2.2k | 166.35 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $359k | +13% | 586.00 | 612.02 |
|
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.1 | $358k | 4.9k | 73.48 |
|
|
| Ishares Core High Dividend Etf Etf (HDV) | 0.1 | $356k | 2.9k | 122.45 |
|
|
| Direxion Auspice Broad Commodity Strategy Etf Etf (COM) | 0.1 | $354k | NEW | 12k | 28.73 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $344k | 2.4k | 142.39 |
|
|
| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $339k | -4% | 1.1k | 309.74 |
|
| Agnico Eagle Mines Stock (AEM) | 0.1 | $336k | +4% | 2.0k | 168.56 |
|
| Comfort Sys Usa Stock (FIX) | 0.1 | $335k | 406.00 | 825.18 |
|
|
| Netflix Stock (NFLX) | 0.1 | $326k | +121% | 272.00 | 1198.92 |
|
| Oreilly Automotive Stock (ORLY) | 0.1 | $324k | 3.0k | 107.81 |
|
|
| Citigroup Stock (C) | 0.1 | $322k | +283% | 3.2k | 101.50 |
|
| Simon Ppty Group Reit (SPG) | 0.1 | $321k | NEW | 1.7k | 187.72 |
|
| Quanta Svcs Stock (PWR) | 0.1 | $319k | +36% | 770.00 | 414.42 |
|
| Quest Diagnostics Stock (DGX) | 0.1 | $311k | -3% | 1.6k | 190.58 |
|
| Vanguard Growth Etf Etf (VUG) | 0.1 | $310k | 647.00 | 479.36 |
|
|
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.1 | $310k | 2.4k | 129.72 |
|
|
| Nutanix Inc Cl A Stock (NTNX) | 0.1 | $308k | +89% | 4.1k | 74.38 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.1 | $305k | +3% | 3.2k | 95.20 |
|
| Ishares High Yield Muni Active Etf Etf (HIMU) | 0.1 | $303k | +51% | 6.2k | 49.19 |
|
| Emcor Group Stock (EME) | 0.1 | $301k | 464.00 | 649.54 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $300k | +19% | 1.6k | 186.49 |
|
| Royal Caribbean Group Stock (RCL) | 0.1 | $296k | -32% | 916.00 | 323.58 |
|
| Howmet Aerospace Stock (HWM) | 0.1 | $295k | 1.5k | 196.23 |
|
|
| Idexx Labs Stock (IDXX) | 0.1 | $295k | -17% | 461.00 | 638.89 |
|
| Ishares Gold Trust Etf (IAU) | 0.1 | $292k | +11% | 4.0k | 72.77 |
|
| Agree Rlty Corp Reit (ADC) | 0.1 | $284k | NEW | 4.0k | 71.05 |
|
| Resmed Stock (RMD) | 0.1 | $284k | -3% | 1.0k | 273.73 |
|
| Axon Enterprise Stock (AXON) | 0.1 | $281k | +41% | 391.00 | 717.64 |
|
| Metlife Stock (MET) | 0.1 | $277k | -4% | 3.4k | 82.38 |
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.1 | $277k | -28% | 4.8k | 57.31 |
|
| Tjx Cos Stock (TJX) | 0.1 | $275k | -4% | 1.9k | 144.54 |
|
| American Tower Corp Reit (AMT) | 0.1 | $270k | +16% | 1.4k | 192.32 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $269k | 2.4k | 110.59 |
|
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.1 | $263k | 1.9k | 141.50 |
|
|
| Donaldson Stock (DCI) | 0.1 | $257k | -23% | 3.1k | 81.85 |
|
| Ulta Beauty Stock (ULTA) | 0.1 | $255k | +3228% | 466.00 | 546.16 |
|
| Wells Fargo Stock (WFC) | 0.1 | $249k | +100% | 3.0k | 83.82 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $247k | 1.4k | 174.58 |
|
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.1 | $246k | 1.6k | 150.86 |
|
|
| Aptargroup Stock (ATR) | 0.1 | $242k | 1.8k | 133.66 |
|
|
| Henry Schein Stock (HSIC) | 0.1 | $235k | -3% | 3.5k | 66.37 |
|
| Chemed Corp Stock (CHE) | 0.1 | $234k | NEW | 523.00 | 447.74 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.1 | $233k | -9% | 794.00 | 293.79 |
|
| Cms Energy Corp Stock (CMS) | 0.1 | $231k | -8% | 3.2k | 73.26 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $230k | 2.6k | 89.37 |
|
|
| Ishares Convertible Bond Etf Etf (ICVT) | 0.1 | $228k | +9% | 2.3k | 100.04 |
|
| Fedex Corp Stock (FDX) | 0.1 | $228k | NEW | 965.00 | 235.77 |
|
| Eaton Corp Stock (ETN) | 0.1 | $227k | 607.00 | 374.25 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $225k | -12% | 1.0k | 220.83 |
|
| Public Storage Oper Reit (PSA) | 0.1 | $224k | -7% | 775.00 | 288.85 |
|
| Targa Res Corp Stock (TRGP) | 0.1 | $222k | 1.3k | 167.54 |
|
|
| Global X Msci Argentina Etf Etf (ARGT) | 0.1 | $220k | NEW | 3.2k | 69.75 |
|
| Carpenter Technology Corp Stock (CRS) | 0.1 | $212k | 864.00 | 245.54 |
|
|
| Deere & Co Stock (DE) | 0.1 | $212k | +66% | 464.00 | 456.77 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $210k | -3% | 1.9k | 112.50 |
|
| Guidewire Software Stock (GWRE) | 0.1 | $210k | 912.00 | 229.86 |
|
|
| Ishares Msci United Kingdom Etf Etf (EWU) | 0.1 | $206k | NEW | 4.9k | 41.97 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $205k | -6% | 682.00 | 300.41 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $202k | +206% | 356.00 | 568.12 |
|
| Cgi Inc Cl A Sub Vtg Stock (GIB) | 0.1 | $199k | -11% | 2.2k | 89.13 |
|
| Waters Corp Stock (WAT) | 0.1 | $196k | -10% | 654.00 | 299.81 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $196k | 1.7k | 118.83 |
|
|
| Exelixis Stock (EXEL) | 0.1 | $196k | 4.7k | 41.30 |
|
|
| Pfizer Stock (PFE) | 0.1 | $195k | -2% | 7.6k | 25.48 |
|
| Ishares U.s. Regional Banks Etf Etf (IAT) | 0.1 | $191k | NEW | 3.6k | 52.53 |
|
| Bank America Corp Stock (BAC) | 0.1 | $191k | +59% | 3.7k | 51.59 |
|
| Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) | 0.1 | $190k | 2.2k | 84.83 |
|
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $190k | 1.6k | 120.50 |
|
|
| Allstate Corp Stock (ALL) | 0.1 | $189k | 879.00 | 214.65 |
|
Past Filings by Gen-Wealth Partners
SEC 13F filings are viewable for Gen-Wealth Partners going back to 2024
- Gen-Wealth Partners 2025 Q3 filed Nov. 14, 2025
- Gen-Wealth Partners 2025 Q2 filed Aug. 14, 2025
- Gen-Wealth Partners 2025 Q1 filed May 13, 2025
- Gen-Wealth Partners 2024 Q4 filed Feb. 14, 2025
- Gen-Wealth Partners 2024 Q3 filed Nov. 13, 2024
- Gen-Wealth Partners 2024 Q2 filed Aug. 13, 2024
- Gen-Wealth Partners 2024 Q1 filed May 15, 2024