Gen-Wealth Partners
Latest statistics and disclosures from Gen-Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DYNF, IVE, IVW, EFV, and represent 18.27% of Gen-Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IVE, KO, DYNF, AVEM, SPMO, VBK, SPY, IVV, IVW, SPYM.
- Started 57 new stock positions in CRWV, MITT, METC, AMCR, BVN, ARMN, GPIQ, WTAI, FG, SOLS.
- Reduced shares in these 10 stocks: QUAL, ACN, FDS, PEP, KEY, MKC, CAT, CHD, TMO, COR.
- Sold out of its positions in ATEN, OKLO, AROC, ARES, ASM, BKR, BITF, BTSG, Cohen & Steers Infrastructur, CSGP.
- Gen-Wealth Partners was a net buyer of stock by $14M.
- Gen-Wealth Partners has $312M in assets under management (AUM), dropping by 5.39%.
- Central Index Key (CIK): 0002023375
Tip: Access up to 7 years of quarterly data
Positions held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Gen-Wealth Partners
Gen-Wealth Partners holds 689 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Gen-Wealth Partners has 689 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Gen-Wealth Partners Dec. 31, 2025 positions
- Download the Gen-Wealth Partners December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) | 5.6 | $18M | +4% | 219k | 80.22 |
|
| Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) | 3.7 | $12M | +16% | 191k | 60.81 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 3.2 | $9.9M | +46% | 47k | 212.07 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 3.1 | $9.7M | +9% | 79k | 123.26 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 2.6 | $8.2M | +7% | 115k | 71.41 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.5 | $7.9M | +15% | 12k | 684.95 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 2.4 | $7.4M | +9% | 110k | 67.22 |
|
| Invesco S&p 500 Top 50 Etf Etf (XLG) | 2.3 | $7.2M | +10% | 122k | 59.28 |
|
| Ishares U.s. Thematic Rotation Active Etf Etf (THRO) | 1.6 | $4.9M | +12% | 128k | 38.56 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 1.6 | $4.9M | -40% | 25k | 198.62 |
|
| Ishares A.i. Innovation And Tech Active Etf Etf (BAI) | 1.3 | $4.0M | +12% | 120k | 33.30 |
|
| Coca Cola Stock (KO) | 1.2 | $3.9M | +75% | 56k | 69.91 |
|
| Walmart Stock (WMT) | 1.2 | $3.7M | -3% | 33k | 111.41 |
|
| Microsoft Corp Stock (MSFT) | 1.1 | $3.6M | +7% | 7.4k | 483.64 |
|
| Invesco S&p 500 Momentum Etf Etf (SPMO) | 1.1 | $3.5M | +71% | 29k | 119.32 |
|
| Caterpillar Stock (CAT) | 1.1 | $3.3M | -13% | 5.8k | 572.85 |
|
| Procter & Gamble Stock (PG) | 1.0 | $3.0M | +2% | 21k | 143.31 |
|
| Amazon Stock (AMZN) | 0.9 | $3.0M | 13k | 230.83 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $2.9M | -9% | 14k | 206.96 |
|
| Avantis Emerging Markets Equity Etf Etf (AVEM) | 0.9 | $2.9M | +118% | 37k | 77.02 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.9 | $2.8M | +12% | 8.7k | 322.23 |
|
| Apple Stock (AAPL) | 0.9 | $2.8M | -4% | 10k | 271.87 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.9 | $2.7M | +38% | 25k | 107.11 |
|
| International Business Machs Stock (IBM) | 0.8 | $2.6M | -9% | 8.7k | 296.21 |
|
| Chevron Corporation Stock (CVX) | 0.8 | $2.6M | +11% | 17k | 152.41 |
|
| Goldman Sachs Group Stock (GS) | 0.8 | $2.5M | +13% | 2.8k | 878.95 |
|
| Visa Inc Com Cl A Stock (V) | 0.8 | $2.5M | +19% | 7.1k | 350.71 |
|
| Amgen Stock (AMGN) | 0.8 | $2.5M | -14% | 7.5k | 327.32 |
|
| 3M Stock (MMM) | 0.8 | $2.5M | +11% | 15k | 160.11 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.8 | $2.4M | 4.9k | 480.52 |
|
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.8 | $2.4M | +27% | 101k | 23.37 |
|
| Mcdonalds Corp Stock (MCD) | 0.7 | $2.3M | -3% | 7.6k | 305.63 |
|
| Merck & Co Stock (MRK) | 0.7 | $2.3M | 22k | 105.26 |
|
|
| Nvidia Corporation Stock (NVDA) | 0.7 | $2.3M | -3% | 12k | 186.50 |
|
| American Express Stock (AXP) | 0.7 | $2.3M | +13% | 6.3k | 369.94 |
|
| Disney Walt Stock (DIS) | 0.7 | $2.1M | +28% | 19k | 113.77 |
|
| Home Depot Stock (HD) | 0.7 | $2.1M | +25% | 6.2k | 344.11 |
|
| Honeywell Intl Stock (HON) | 0.7 | $2.0M | +12% | 10k | 195.09 |
|
| Sherwin Williams Stock (SHW) | 0.6 | $2.0M | +2% | 6.2k | 324.04 |
|
| Cisco Sys Stock (CSCO) | 0.6 | $2.0M | -4% | 26k | 77.03 |
|
| Verizon Communications Stock (VZ) | 0.6 | $2.0M | +9% | 48k | 40.73 |
|
| Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN) | 0.6 | $1.9M | +14% | 41k | 46.22 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.6 | $1.9M | +13% | 5.9k | 312.99 |
|
| Global X Defense Tech Etf Etf (SHLD) | 0.6 | $1.8M | +10% | 28k | 64.79 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.6 | $1.8M | +32% | 39k | 46.54 |
|
| Boeing Stock (BA) | 0.6 | $1.7M | +8% | 8.0k | 217.11 |
|
| Travelers Companies Stock (TRV) | 0.6 | $1.7M | +2% | 5.9k | 290.05 |
|
| Salesforce Stock (CRM) | 0.5 | $1.7M | +5% | 6.4k | 264.91 |
|
| Unitedhealth Group Stock (UNH) | 0.5 | $1.6M | -2% | 5.0k | 330.09 |
|
| Ishares Mbs Etf Etf (MBB) | 0.5 | $1.6M | +23% | 17k | 95.22 |
|
| Nike Inc Cl B Stock (NKE) | 0.5 | $1.6M | +11% | 25k | 63.71 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.5 | $1.5M | -18% | 14k | 113.92 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.5 | $1.5M | +11209% | 392k | 3.70 |
|
| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.5 | $1.4M | +83% | 6.7k | 214.68 |
|
| Spdr Gold Shares Etf (GLD) | 0.4 | $1.4M | -2% | 3.5k | 396.31 |
|
| Ishares S&p 100 Etf Etf (OEF) | 0.4 | $1.4M | +17% | 4.0k | 342.94 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.4 | $1.1M | +20945% | 262k | 4.27 |
|
| Ishares Flexible Income Active Etf Etf (BINC) | 0.4 | $1.1M | +26% | 21k | 52.77 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $1.1M | 1.8k | 614.31 |
|
|
| Rollins Stock (ROL) | 0.3 | $1.1M | 18k | 60.02 |
|
|
| Msci Stock (MSCI) | 0.3 | $1.0M | +5% | 1.8k | 573.62 |
|
| Caseys Gen Stores Stock (CASY) | 0.3 | $1.0M | -3% | 1.9k | 552.84 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.3 | $985k | +10% | 11k | 94.16 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.3 | $979k | 5.1k | 191.56 |
|
|
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.3 | $972k | +28% | 19k | 50.01 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $956k | 10k | 96.03 |
|
|
| Nextera Energy Stock (NEE) | 0.3 | $953k | +67% | 12k | 80.28 |
|
| Eli Lilly & Co Stock (LLY) | 0.3 | $949k | -7% | 883.00 | 1074.80 |
|
| Costco Wholesale Corporation Stock (COST) | 0.3 | $949k | -20% | 1.1k | 862.51 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $939k | -4% | 1.4k | 659.97 |
|
| Automatic Data Processing Stock (ADP) | 0.3 | $928k | -26% | 3.6k | 257.25 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.3 | $925k | +14% | 4.6k | 199.68 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.3 | $913k | 1.5k | 603.28 |
|
|
| Pepsico Stock (PEP) | 0.3 | $913k | -37% | 6.4k | 143.52 |
|
| Ishares Silver Trust Etf (SLV) | 0.3 | $838k | 13k | 64.42 |
|
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.3 | $828k | +27% | 9.7k | 85.37 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.3 | $825k | +62% | 4.6k | 177.77 |
|
| Tesla Stock (TSLA) | 0.3 | $781k | +82% | 1.7k | 449.76 |
|
| Abbvie Stock (ABBV) | 0.2 | $768k | -21% | 3.4k | 228.48 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $750k | 3.0k | 246.16 |
|
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.2 | $715k | -42% | 11k | 68.11 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.2 | $707k | +1524% | 83k | 8.48 |
|
| Church & Dwight Stock (CHD) | 0.2 | $694k | -42% | 8.3k | 83.85 |
|
| Ishares U.s. Real Estate Etf Etf (IYR) | 0.2 | $687k | +12% | 7.3k | 93.89 |
|
| Smucker J M Stock (SJM) | 0.2 | $686k | +36% | 7.0k | 97.82 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.2 | $685k | -30% | 3.8k | 182.46 |
|
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.2 | $684k | -28% | 3.7k | 185.54 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.2 | $662k | +2% | 10k | 66.00 |
|
| Quanta Svcs Stock (PWR) | 0.2 | $653k | +100% | 1.5k | 422.09 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.2 | $650k | +47% | 6.4k | 101.67 |
|
| Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) | 0.2 | $644k | +9% | 9.7k | 66.08 |
|
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.2 | $642k | +16% | 21k | 30.96 |
|
| Monster Beverage Corp Stock (MNST) | 0.2 | $637k | -42% | 8.3k | 76.67 |
|
| Starbucks Corp Stock (SBUX) | 0.2 | $635k | +49% | 7.5k | 84.21 |
|
| Cencora Stock (COR) | 0.2 | $626k | -43% | 1.9k | 337.72 |
|
| Ulta Beauty Stock (ULTA) | 0.2 | $620k | +119% | 1.0k | 605.00 |
|
| Oracle Corp Stock (ORCL) | 0.2 | $615k | -32% | 3.2k | 194.92 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $612k | -44% | 1.1k | 579.24 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.2 | $611k | 2.4k | 252.92 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.2 | $609k | -23% | 5.1k | 120.35 |
|
| Albemarle Corp Stock (ALB) | 0.2 | $608k | -33% | 4.3k | 141.44 |
|
| Micron Technology Stock (MU) | 0.2 | $605k | +292% | 2.1k | 285.35 |
|
| Intercontinental Exchange Stock (ICE) | 0.2 | $601k | -31% | 3.7k | 161.95 |
|
| Adobe Stock (ADBE) | 0.2 | $598k | +37% | 1.7k | 349.93 |
|
| Intuit Stock (INTU) | 0.2 | $595k | -32% | 898.00 | 662.78 |
|
| Ecolab Stock (ECL) | 0.2 | $591k | -23% | 2.3k | 262.47 |
|
| Tractor Supply Stock (TSCO) | 0.2 | $584k | -30% | 12k | 50.01 |
|
| Abbott Labs Stock (ABT) | 0.2 | $583k | -18% | 4.7k | 125.28 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.2 | $581k | 2.3k | 257.95 |
|
|
| Deere & Co Stock (DE) | 0.2 | $576k | +166% | 1.2k | 465.41 |
|
| Bank America Corp Stock (BAC) | 0.2 | $569k | +179% | 10k | 55.00 |
|
| Illinois Tool Wks Stock (ITW) | 0.2 | $566k | -22% | 2.3k | 246.29 |
|
| State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.2 | $560k | +5% | 9.7k | 57.91 |
|
| Ww Grainger Stock (GWW) | 0.2 | $558k | -22% | 553.00 | 1009.36 |
|
| Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) | 0.2 | $555k | -7% | 7.5k | 74.09 |
|
| Mettler Toledo International Stock (MTD) | 0.2 | $554k | -43% | 397.00 | 1395.01 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.2 | $552k | +214% | 4.0k | 137.97 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $541k | -3% | 1.5k | 351.40 |
|
| Fastenal Stock (FAST) | 0.2 | $539k | -20% | 13k | 40.13 |
|
| Lam Research Corp Stock (LRCX) | 0.2 | $537k | +254% | 3.1k | 171.20 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $537k | +187% | 2.5k | 214.17 |
|
| Autozone Stock (AZO) | 0.2 | $535k | -29% | 158.00 | 3383.26 |
|
| General Dynamics Corp Stock (GD) | 0.2 | $532k | -23% | 1.6k | 336.63 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $530k | 2.4k | 219.80 |
|
|
| Boston Scientific Corp Stock (BSX) | 0.2 | $526k | -46% | 5.5k | 95.36 |
|
| Prologis Reit (PLD) | 0.2 | $507k | +244% | 4.0k | 127.67 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $505k | -40% | 17k | 29.89 |
|
| Huntington Ingalls Inds Stock (HII) | 0.2 | $500k | +342% | 1.5k | 340.05 |
|
| Colgate Palmolive Stock (CL) | 0.2 | $491k | -25% | 6.2k | 79.02 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $490k | -39% | 9.6k | 50.88 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.2 | $490k | +328% | 6.0k | 82.02 |
|
| Wp Carey Reit (WPC) | 0.2 | $487k | 7.6k | 64.36 |
|
|
| Rtx Corporation Stock (RTX) | 0.2 | $483k | 2.6k | 183.38 |
|
|
| C H Robinson Worldwide Stock (CHRW) | 0.2 | $482k | -32% | 3.0k | 160.77 |
|
| Arcosa Stock (ACA) | 0.2 | $480k | +404% | 4.5k | 106.32 |
|
| Linde Stock (LIN) | 0.2 | $477k | -26% | 1.1k | 426.38 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.2 | $474k | -18% | 3.2k | 148.98 |
|
| Celanese Corp Del Stock (CE) | 0.1 | $465k | +323% | 11k | 42.28 |
|
| Brookfield Infrastructure Part Lp Int Unit Stock (BIP) | 0.1 | $463k | +382% | 13k | 34.74 |
|
| Hca Healthcare Stock (HCA) | 0.1 | $462k | +181% | 989.00 | 466.85 |
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.1 | $458k | +443% | 2.8k | 160.81 |
|
| Cardinal Health Stock (CAH) | 0.1 | $456k | -31% | 2.2k | 205.51 |
|
| Broadridge Finl Solutions Stock (BR) | 0.1 | $456k | +342% | 2.0k | 223.12 |
|
| Solventum Corp Stock (SOLV) | 0.1 | $445k | +407% | 5.6k | 79.25 |
|
| Lowes Cos Stock (LOW) | 0.1 | $442k | -22% | 1.8k | 241.17 |
|
| Globe Life Stock (GL) | 0.1 | $441k | NEW | 3.1k | 139.88 |
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.1 | $438k | +367% | 8.2k | 53.37 |
|
| Caci Intl Inc Cl A Stock (CACI) | 0.1 | $438k | +377% | 821.00 | 532.95 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.1 | $437k | +385% | 2.7k | 160.97 |
|
| Descartes Sys Group Stock (DSGX) | 0.1 | $433k | -39% | 4.9k | 87.65 |
|
| Paychex Stock (PAYX) | 0.1 | $430k | -40% | 3.8k | 112.17 |
|
| Ishares High Yield Muni Active Etf Etf (HIMU) | 0.1 | $430k | +43% | 8.8k | 48.68 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $425k | -24% | 7.4k | 57.49 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $425k | -29% | 2.9k | 149.02 |
|
| Virtu Finl Inc Cl A Stock (VIRT) | 0.1 | $419k | +444% | 13k | 33.32 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $418k | +15% | 18k | 23.02 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.1 | $413k | -29% | 2.5k | 163.30 |
|
| Emerson Elec Stock (EMR) | 0.1 | $407k | -26% | 3.1k | 132.72 |
|
| Direxion Auspice Broad Commodity Strategy Etf Etf (COM) | 0.1 | $407k | +11% | 14k | 29.58 |
|
| Chubb Stock (CB) | 0.1 | $405k | -27% | 1.3k | 312.03 |
|
| Block Inc Cl A Stock (XYZ) | 0.1 | $402k | +300% | 6.2k | 65.09 |
|
| Axon Enterprise Stock (AXON) | 0.1 | $400k | +80% | 704.00 | 568.12 |
|
| Medtronic Stock (MDT) | 0.1 | $399k | -28% | 4.2k | 96.06 |
|
| Nucor Corp Stock (NUE) | 0.1 | $398k | -29% | 2.4k | 163.08 |
|
| Dover Corp Stock (DOV) | 0.1 | $398k | -27% | 2.0k | 195.21 |
|
| Roper Technologies Stock (ROP) | 0.1 | $398k | -27% | 894.00 | 445.15 |
|
| Becton Dickinson & Co Stock (BDX) | 0.1 | $397k | -34% | 2.0k | 194.03 |
|
| Ishares Systematic Bond Etf Etf (SYSB) | 0.1 | $395k | NEW | 4.4k | 89.75 |
|
| Copart Stock (CPRT) | 0.1 | $394k | -44% | 10k | 39.15 |
|
| Ishares Gold Trust Etf (IAU) | 0.1 | $393k | +20% | 4.8k | 81.16 |
|
| Atmos Energy Corp Stock (ATO) | 0.1 | $393k | -28% | 2.3k | 167.62 |
|
| Cheniere Energy Stock (LNG) | 0.1 | $391k | +477% | 2.0k | 194.35 |
|
| Aflac Stock (AFL) | 0.1 | $389k | -28% | 3.5k | 110.26 |
|
| Uber Technologies Stock (UBER) | 0.1 | $389k | +463% | 4.8k | 81.72 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $386k | +91098% | 282k | 1.37 |
|
| Global X Uranium Etf Etf (URA) | 0.1 | $386k | +2% | 9.0k | 42.73 |
|
| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $384k | 2.8k | 139.16 |
|
|
| Comfort Sys Usa Stock (FIX) | 0.1 | $383k | 410.00 | 933.29 |
|
|
| Consolidated Edison Stock (ED) | 0.1 | $382k | -25% | 3.8k | 99.31 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.1 | $379k | 562.00 | 673.82 |
|
|
| Pentair Stock (PNR) | 0.1 | $369k | -26% | 3.5k | 104.13 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $368k | 586.00 | 627.19 |
|
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.1 | $366k | +18% | 3.8k | 96.29 |
|
| Bluerock Pvt Real Estate Cef (BPRE) | 0.1 | $361k | NEW | 24k | 15.00 |
|
| Sea Ltd Sponsord Ads Adr (SE) | 0.1 | $361k | +328% | 2.8k | 127.57 |
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.1 | $359k | -7% | 2.8k | 128.83 |
|
| Eversource Energy Stock (ES) | 0.1 | $358k | -28% | 5.3k | 67.33 |
|
| At&t Stock (T) | 0.1 | $356k | -2% | 14k | 24.84 |
|
| Realty Income Corp Reit (O) | 0.1 | $356k | -26% | 6.3k | 56.37 |
|
| Qualcomm Stock (QCOM) | 0.1 | $355k | -4% | 2.1k | 171.07 |
|
| Ishares Core High Dividend Etf Etf (HDV) | 0.1 | $353k | 2.9k | 121.61 |
|
|
| S&p Global Stock (SPGI) | 0.1 | $352k | -26% | 673.00 | 522.51 |
|
| Air Products And Chemicals Stock (APD) | 0.1 | $351k | -23% | 1.4k | 247.00 |
|
| Franklin Resources Stock (BEN) | 0.1 | $348k | -35% | 15k | 23.89 |
|
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.1 | $348k | 4.9k | 71.42 |
|
|
| Citigroup Stock (C) | 0.1 | $346k | -6% | 3.0k | 116.68 |
|
| Simon Ppty Group Reit (SPG) | 0.1 | $340k | +7% | 1.8k | 185.16 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.1 | $336k | -35% | 1.2k | 275.08 |
|
| Cintas Corp Stock (CTAS) | 0.1 | $332k | -26% | 1.8k | 188.12 |
|
| Essex Ppty Tr Reit (ESS) | 0.1 | $331k | -28% | 1.3k | 261.68 |
|
| Agnico Eagle Mines Stock (AEM) | 0.1 | $331k | -2% | 2.0k | 169.53 |
|
| Nordson Corp Stock (NDSN) | 0.1 | $326k | -36% | 1.4k | 240.45 |
|
| Agree Rlty Corp Reit (ADC) | 0.1 | $323k | +12% | 4.5k | 72.03 |
|
| Ishares Convertible Bond Etf Etf (ICVT) | 0.1 | $322k | +43% | 3.3k | 98.49 |
|
| Vanguard Growth Etf Etf (VUG) | 0.1 | $318k | 653.00 | 487.49 |
|
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.1 | $315k | -35% | 3.1k | 100.80 |
|
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.1 | $314k | 2.4k | 131.59 |
|
|
| Ppg Inds Stock (PPG) | 0.1 | $313k | -30% | 3.1k | 102.46 |
|
| Target Corp Stock (TGT) | 0.1 | $313k | -31% | 3.2k | 97.76 |
|
| Howmet Aerospace Stock (HWM) | 0.1 | $311k | 1.5k | 205.02 |
|
|
| Stanley Black & Decker Stock (SWK) | 0.1 | $309k | -34% | 4.2k | 74.27 |
|
| Amcor Stock (AMCR) | 0.1 | $309k | NEW | 37k | 8.34 |
|
| Smith A O Corp Stock (AOS) | 0.1 | $305k | -35% | 4.6k | 66.88 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.1 | $303k | -33% | 12k | 26.06 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $302k | +6% | 1.2k | 258.79 |
|
| Price T Rowe Group Stock (TROW) | 0.1 | $301k | -34% | 2.9k | 102.37 |
|
| Intellia Therapeutics Stock (NTLA) | 0.1 | $300k | +528% | 33k | 8.99 |
|
| Sysco Corp Stock (SYY) | 0.1 | $296k | -35% | 4.0k | 73.69 |
|
| Global X Msci Argentina Etf Etf (ARGT) | 0.1 | $295k | +2% | 3.2k | 91.42 |
|
| Emcor Group Stock (EME) | 0.1 | $287k | 469.00 | 611.79 |
|
|
| Clorox Co Del Stock (CLX) | 0.1 | $285k | -28% | 2.8k | 100.84 |
|
| Genuine Parts Stock (GPC) | 0.1 | $282k | -35% | 2.3k | 122.95 |
|
| Erie Indty Co Cl A Stock (ERIE) | 0.1 | $279k | -32% | 975.00 | 286.57 |
|
| Kimberly-clark Corp Stock (KMB) | 0.1 | $278k | -25% | 2.8k | 100.89 |
|
| Kenvue Stock (KVUE) | 0.1 | $278k | -33% | 16k | 17.25 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $277k | 2.4k | 113.72 |
|
|
| Hormel Foods Corp Stock (HRL) | 0.1 | $276k | -29% | 12k | 23.70 |
|
| Carpenter Technology Corp Stock (CRS) | 0.1 | $276k | 877.00 | 314.84 |
|
|
| Brown & Brown Stock (BRO) | 0.1 | $272k | -33% | 3.4k | 79.70 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.1 | $267k | 1.6k | 162.01 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $267k | -13% | 1.4k | 190.99 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $266k | -19% | 1.9k | 136.97 |
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.1 | $262k | 1.9k | 141.16 |
|
|
| Wells Fargo & Co Stock (WFC) | 0.1 | $259k | -6% | 2.8k | 93.20 |
|
| Royal Caribbean Group Stock (RCL) | 0.1 | $258k | 926.00 | 278.92 |
|
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.1 | $257k | -7% | 4.5k | 57.58 |
|
| Targa Res Corp Stock (TRGP) | 0.1 | $248k | 1.3k | 184.50 |
|
|
| Factset Resh Sys Stock (FDS) | 0.1 | $248k | -75% | 853.00 | 290.14 |
|
| Quest Diagnostics Stock (DGX) | 0.1 | $242k | -14% | 1.4k | 173.53 |
|
| Idexx Labs Stock (IDXX) | 0.1 | $240k | -22% | 355.00 | 676.53 |
|
| Ishares Msci United Kingdom Etf Etf (EWU) | 0.1 | $240k | +11% | 5.4k | 43.98 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $237k | 2.6k | 92.30 |
|
|
| Tjx Cos Stock (TJX) | 0.1 | $236k | -19% | 1.5k | 153.61 |
|
| Oreilly Automotive Stock (ORLY) | 0.1 | $235k | -14% | 2.6k | 91.21 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $235k | -6% | 1.3k | 177.37 |
|
| Resmed Stock (RMD) | 0.1 | $224k | -10% | 928.00 | 240.87 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.1 | $222k | 794.00 | 279.14 |
|
|
| Cms Energy Corp Stock (CMS) | 0.1 | $221k | 3.2k | 69.93 |
|
|
| Cummins Stock (CMI) | 0.1 | $215k | -5% | 421.00 | 510.45 |
|
Past Filings by Gen-Wealth Partners
SEC 13F filings are viewable for Gen-Wealth Partners going back to 2024
- Gen-Wealth Partners 2025 Q4 filed Feb. 13, 2026
- 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