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Gen-Wealth Partners

Latest statistics and disclosures from Gen-Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, DYNF, IVW, IVV, IVE, and represent 22.26% of Gen-Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$11M), IUSB, HON, HONA, ACWX, IALT, SHLD, GGOV, IVW, IVV.
Started 39 new stock positions in SPCX, CCL, BALL, IALT, HEI, MTZ, BVN, LITE, Quince Therapeutics, ENLT.
Reduced shares in these 10 stocks: SPY (-$195M), VBK (-$142M), VTI (-$104M), AGG (-$7.7M), QUAL, EFV, Honeywell International, THRO, AVEM, IAGG.
Sold out of its positions in MITT, ACP, ALL, BODI, HIMU, BIPC, Carnival Corporation, Quince Therapeutics, DOCN, Dupont De Nemours.
Gen-Wealth Partners was a net seller of stock by $-442M.
Gen-Wealth Partners has $360M in assets under management (AUM), dropping by 13.35%.
Central Index Key (CIK): 0002023375

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Portfolio Holdings for Gen-Wealth Partners

Gen-Wealth Partners holds 722 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Gen-Wealth Partners has 722 total positions. Only the first 250 positions are shown.

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Download the Gen-Wealth Partners June 2026 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)	8.8	$32M	+54%	360k	87.88	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	4.0	$14M	+4%	210k	68.01	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	3.4	$12M	+7%	89k	137.53	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.1	$11M	+7%	15k	748.89	View chart
Ishares S&p 500 Value Etf Etf (IVE)	3.0	$11M		48k	227.06	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.9	$6.9M	-5%	132k	52.72	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	1.9	$6.9M	+6%	189k	36.60	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	1.8	$6.6M	+21%	86k	76.11	View chart
Caterpillar Stock (CAT)	1.6	$5.8M	-3%	5.4k	1064.83	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	1.4	$4.9M	+7%	97k	50.37	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	1.3	$4.7M	-21%	108k	43.11	View chart
Coca Cola Stock (KO)	1.2	$4.5M	-2%	55k	81.27	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	1.1	$4.1M	-18%	25k	161.54	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$4.0M	+7%	48k	82.84	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	1.1	$3.9M	+51%	85k	46.15	View chart
Walmart Stock (WMT)	1.0	$3.6M		32k	113.26	View chart
Micron Technology Stock (MU)	0.9	$3.3M		2.9k	1154.38	View chart
Goldman Sachs Group Stock (GS)	0.9	$3.2M	+3%	3.2k	1011.43	View chart
Johnson & Johnson Stock (JNJ)	0.9	$3.2M	-5%	13k	253.98	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$3.2M	+5%	9.8k	327.34	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.9	$3.2M	+10%	30k	107.62	View chart
Microsoft Corp Stock (MSFT)	0.9	$3.1M	+4%	8.4k	373.02	View chart
Procter & Gamble Stock (PG)	0.9	$3.1M		21k	146.64	View chart
Global X Defense Tech Etf Etf (SHLD)	0.9	$3.1M	+38%	52k	59.71	View chart
Chevron Corporation Stock (CVX)	0.8	$3.0M	+3%	18k	165.76	View chart
Amazon Stock (AMZN)	0.8	$3.0M	-2%	13k	238.34	View chart
Apple Stock (AAPL)	0.8	$3.0M		11k	289.37	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.8	$3.0M	-53%	39k	76.55	View chart
Visa Inc Com Cl A Stock (V)	0.8	$2.9M	+6%	8.4k	343.10	View chart
Cisco Sys Stock (CSCO)	0.8	$2.8M	-6%	24k	117.46	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.8	$2.8M	-26%	29k	96.49	View chart
3M Stock (MMM)	0.8	$2.8M	+8%	17k	161.91	View chart
American Express Stock (AXP)	0.7	$2.7M	+9%	7.9k	338.23	View chart
Merck & Co Stock (MRK)	0.7	$2.6M	-2%	21k	128.50	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.7	$2.6M	+7%	113k	23.13	View chart
Nvidia Corporation Stock (NVDA)	0.7	$2.6M	-2%	13k	200.10	View chart
International Business Machs Stock (IBM)	0.7	$2.6M		9.1k	281.22	View chart
Home Depot Stock (HD)	0.7	$2.5M	+8%	7.2k	352.69	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.7	$2.4M	+10%	20k	124.42	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.7	$2.4M	-4%	4.6k	522.33	View chart
Advanced Micro Devices Stock (AMD)	0.6	$2.3M	+10%	4.0k	580.96	View chart
Disney Walt Stock (DIS)	0.6	$2.3M	+10%	24k	96.25	View chart
Amgen Stock (AMGN)	0.6	$2.2M	-6%	6.1k	362.10	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$2.2M	-3%	6.2k	357.38	View chart
Sherwin Williams Stock (SHW)	0.6	$2.1M		6.1k	344.32	View chart
Unitedhealth Group Stock (UNH)	0.6	$2.1M	-3%	5.1k	415.63	View chart
Verizon Communications Stock (VZ)	0.6	$2.0M		48k	42.34	View chart
Mcdonalds Corp Stock (MCD)	0.6	$2.0M		7.5k	270.30	View chart
Travelers Companies Stock (TRV)	0.6	$2.0M		6.1k	330.13	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.5	$1.9M	+7%	84k	22.78	View chart
Lam Research Corp Stock (LRCX)	0.5	$1.9M	+12%	4.3k	433.29	View chart
Ishares Mbs Etf Etf (MBB)	0.5	$1.7M	+7%	19k	94.52	View chart
Boeing Stock (BA)	0.5	$1.7M		8.1k	216.46	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.5	$1.7M	-70%	7.7k	219.43	View chart
Ishares Long-term National Muni Bond Etf Etf (LMUB)	0.4	$1.6M	+13%	31k	51.22	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	0.4	$1.6M	-16%	34k	45.58	View chart
Quanta Svcs Stock (PWR)	0.4	$1.5M	+12%	2.1k	720.14	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$1.3M		1.8k	736.28	View chart
Tesla Stock (TSLA)	0.3	$1.3M	+18%	3.0k	420.54	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$1.2M	+19%	11k	116.67	View chart
Smucker J M Stock (SJM)	0.3	$1.2M	+19%	11k	112.50	View chart
Virtu Finl Inc Cl A Stock (VIRT)	0.3	$1.2M	+18%	20k	59.57	View chart
Honeywell Intl Stock (HON)	0.3	$1.2M	NEW	5.2k	223.91	View chart
Nike Inc Cl B Stock (NKE)	0.3	$1.2M	+7%	28k	41.05	View chart
Honeywell Aerospace Stock (HONA)	0.3	$1.2M	NEW	5.2k	221.09	View chart
Deere & Co Stock (DE)	0.3	$1.1M	+17%	1.8k	634.36	View chart
Salesforce Stock (CRM)	0.3	$1.1M		7.3k	156.66	View chart
Arcosa Stock (ACA)	0.3	$1.1M	+25%	7.8k	145.28	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.3	$1.1M	-99%	3.0k	365.65	View chart
Starbucks Corp Stock (SBUX)	0.3	$1.1M	+10%	11k	102.19	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$1.1M		5.1k	212.77	View chart
Spdr Gold Shares Etf (GLD)	0.3	$1.1M	-4%	2.9k	368.38	View chart
Ishares Systematic Alternatives Active Etf Etf (IALT)	0.3	$1.1M	NEW	38k	28.05	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.3	$1.1M	+5%	11k	96.46	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.3	$1.1M	-33%	4.4k	242.44	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$1.1M		1.5k	703.34	View chart
Caseys Gen Stores Stock (CASY)	0.3	$1.1M	-16%	1.3k	794.75	View chart
Intellia Therapeutics Stock (NTLA)	0.3	$1.0M	+30%	61k	16.92	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$1.0M		9.9k	103.88	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$997k	+27%	18k	56.98	View chart
Eli Lilly & Co Stock (LLY)	0.3	$980k	-5%	817.00	1198.91	View chart
Msci Stock (MSCI)	0.3	$957k		1.7k	560.13	View chart
Axon Enterprise Stock (AXON)	0.3	$943k	+50%	1.7k	560.69	View chart
Block Inc Cl A Stock (XYZ)	0.3	$911k	+27%	12k	76.00	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$908k	-99%	1.2k	747.02	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$905k		3.0k	300.45	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.2	$890k	+23%	6.4k	139.10	View chart
Prologis Reit (PLD)	0.2	$880k	+25%	6.5k	135.46	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.2	$871k	+29%	24k	36.49	View chart
Cheniere Energy Stock (LNG)	0.2	$847k	+26%	3.5k	239.03	View chart
Ishares Global Government Bond Usd Hedged Active Etf Etf (GGOV)	0.2	$846k	NEW	17k	50.29	View chart
Solventum Corp Stock (SOLV)	0.2	$841k	+33%	11k	77.15	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.2	$825k	+30%	15k	56.33	View chart
Comfort Sys Usa Stock (FIX)	0.2	$815k		411.00	1981.95	View chart
Celanese Corp Del Stock (CE)	0.2	$799k	+22%	17k	46.00	View chart
Ge Healthcare Technologies Stock (GEHC)	0.2	$789k	+45%	12k	64.01	View chart
Rollins Stock (ROL)	0.2	$776k	+13%	19k	41.74	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.2	$775k	+37%	5.8k	134.70	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$774k		10k	77.11	View chart
Abbvie Stock (ABBV)	0.2	$774k	-6%	3.1k	251.65	View chart
Hca Healthcare Stock (HCA)	0.2	$765k	+44%	2.0k	389.93	View chart
Ulta Beauty Stock (ULTA)	0.2	$762k	+33%	1.7k	451.09	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$749k		1.00	748850.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$746k	-7%	1.3k	563.18	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.2	$745k	+590%	9.8k	76.16	View chart
Uber Technologies Stock (UBER)	0.2	$743k	+36%	10k	72.16	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$732k		2.4k	302.97	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.2	$721k	+52%	7.5k	95.83	View chart
Adobe Stock (ADBE)	0.2	$721k	+22%	3.5k	205.03	View chart
Caci Intl Inc Cl A Stock (CACI)	0.2	$715k	+36%	1.5k	463.34	View chart
Ishares Silver Trust Etf (SLV)	0.2	$699k		13k	53.47	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$698k	+43%	6.1k	114.17	View chart
Huntington Ingalls Inds Stock (HII)	0.2	$687k	+34%	2.5k	279.94	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$683k		2.3k	303.12	View chart
Broadridge Finl Solutions Stock (BR)	0.2	$667k	+55%	4.9k	136.96	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.2	$647k	-6%	6.3k	102.25	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$647k	-92%	6.5k	98.98	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.2	$645k	+12%	8.0k	80.16	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$600k	-3%	20k	30.49	View chart
Exxonmobil Holdings Corp Stock	0.2	$594k	NEW	4.3k	136.71	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$589k	-7%	8.7k	67.56	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$586k	+8%	3.6k	163.67	View chart
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV)	0.2	$583k	-7%	7.6k	77.03	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.2	$562k	-35%	11k	52.34	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.2	$557k		1.7k	334.74	View chart
Carpenter Technology Corp Stock (CRS)	0.2	$547k		887.00	616.84	View chart
Cardinal Health Stock (CAH)	0.1	$539k	-7%	2.3k	237.54	View chart
Ww Grainger Stock (GWW)	0.1	$537k	-19%	395.00	1360.10	View chart
Archer Daniels Midland Stock (ADM)	0.1	$520k	-8%	6.8k	76.40	View chart
Nextera Energy Stock (NEE)	0.1	$519k	-28%	5.9k	87.76	View chart
General Dynamics Corp Stock (GD)	0.1	$518k	-4%	1.5k	354.34	View chart
Automatic Data Processing Stock (ADP)	0.1	$506k	-24%	2.3k	223.90	View chart
Fastenal Stock (FAST)	0.1	$498k	-15%	10k	48.03	View chart
Ecolab Stock (ECL)	0.1	$484k	-15%	1.7k	278.61	View chart
Illinois Tool Wks Stock (ITW)	0.1	$473k	-15%	1.8k	270.45	View chart
Church & Dwight Stock (CHD)	0.1	$460k	-30%	4.7k	96.89	View chart
Intel Corp Stock (INTC)	0.1	$453k	-6%	3.2k	139.61	View chart
Nucor Corp Stock (NUE)	0.1	$449k	-12%	2.0k	222.75	View chart
C H Robinson Worldwide In Stock (CHRW)	0.1	$438k	-7%	2.3k	188.35	View chart
Rtx Corporation Stock (RTX)	0.1	$437k		2.3k	189.74	View chart
Pepsico Stock (PEP)	0.1	$435k	-27%	3.2k	135.42	View chart
Cincinnati Finl Corp Stock (CINF)	0.1	$432k	-8%	2.3k	185.14	View chart
Franklin Resources Stock (BEN)	0.1	$429k	-11%	13k	33.27	View chart
Air Products And Chemicals Stock (APD)	0.1	$425k	-8%	1.5k	293.20	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$421k	-30%	450.00	936.43	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$420k		2.8k	152.18	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$419k	-7%	1.8k	236.58	View chart
Dover Corp Stock (DOV)	0.1	$411k	-10%	1.8k	224.32	View chart
Howmet Aerospace Stock (HWM)	0.1	$410k		1.5k	268.86	View chart
Direxion Auspice Broad Commodity Strategy Etf Etf (COM)	0.1	$409k	-6%	13k	32.60	View chart
Wp Carey Reit (WPC)	0.1	$405k	-19%	5.7k	71.50	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$405k	+10%	2.8k	142.39	View chart
Consolidated Edison Stock (ED)	0.1	$405k	-7%	3.7k	110.63	View chart
Colgate Palmolive Stock (CL)	0.1	$399k	-18%	4.4k	91.69	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$398k	+400%	15k	27.41	View chart
Chubb Stock (CB)	0.1	$397k	-9%	1.2k	340.64	View chart
West Pharmaceutical Svsc Stock (WST)	0.1	$397k	-12%	1.1k	359.07	View chart
Emcor Group Stock (EME)	0.1	$394k		475.00	829.88	View chart
Emerson Elec Stock (EMR)	0.1	$392k	-8%	2.7k	143.13	View chart
Linde Stock (LIN)	0.1	$389k	-22%	750.00	518.93	View chart
Stryker Corporation Stock (SYK)	0.1	$389k	-10%	1.2k	314.87	View chart
Aflac Stock (AFL)	0.1	$386k	-9%	3.3k	117.27	View chart
Lowes Cos Stock (LOW)	0.1	$384k	-4%	1.7k	220.47	View chart
Simon Ppty Group Reit (SPG)	0.1	$383k	-6%	1.7k	223.67	View chart
Atmos Energy Corp Stock (ATO)	0.1	$376k	-8%	2.2k	172.25	View chart
Target Corp Stock (TGT)	0.1	$373k	-11%	2.9k	130.62	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$372k	-9%	2.3k	162.97	View chart
Albemarle Corp Stock (ALB)	0.1	$365k	-6%	2.7k	135.02	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$365k		4.9k	74.90	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$363k		376.00	965.00	View chart
Citigroup Stock (C)	0.1	$362k	-4%	2.6k	139.95	View chart
Stanley Black & Decker Stock (SWK)	0.1	$359k	-9%	3.8k	94.12	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.1	$358k	+11%	5.2k	69.45	View chart
Ppg Inds Stock (PPG)	0.1	$357k	-7%	2.9k	121.31	View chart
Realty Income Corp Reit (O)	0.1	$356k	-7%	5.7k	61.96	View chart
Eversource Energy Stock (ES)	0.1	$356k	-8%	4.9k	72.27	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.1	$355k	-9%	2.9k	123.42	View chart
Essex Ppty Tr Reit (ESS)	0.1	$354k	-7%	1.2k	291.53	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$352k		512.00	687.46	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$351k	-8%	3.2k	109.75	View chart
Nordson Corp Stock (NDSN)	0.1	$350k	-10%	1.2k	301.81	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$348k		2.4k	147.73	View chart
Ge Vernova Stock (GEV)	0.1	$346k		294.00	1175.34	View chart
Global X Uranium Etf Etf (URA)	0.1	$342k	-5%	7.8k	43.70	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$339k	+503%	3.9k	86.14	View chart
Ishares Systematic Bond Etf Etf (SYSB)	0.1	$333k	-4%	3.7k	88.72	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$328k		2.4k	136.68	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$327k		1.8k	178.60	View chart
Price T Rowe Group Stock (TROW)	0.1	$326k	-7%	2.9k	113.68	View chart
Agree Rlty Corp Reit (ADC)	0.1	$322k	-5%	4.2k	75.74	View chart
Abbott Laboratories Stock (ABT)	0.1	$317k	-34%	3.5k	90.73	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$316k	+21%	4.0k	79.43	View chart
Sysco Corp Stock (SYY)	0.1	$316k	-7%	3.8k	83.58	View chart
Amcor Stock (AMCR)	0.1	$312k	-8%	7.2k	43.35	View chart
Kenvue Stock (KVUE)	0.1	$309k	-9%	16k	19.11	View chart
Vanguard Value Etf Etf (VTV)	0.1	$309k		1.4k	217.96	View chart
Qualcomm Stock (QCOM)	0.1	$306k	-2%	1.7k	184.77	View chart
Medtronic Stock (MDT)	0.1	$306k	-4%	3.9k	78.23	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$304k		2.0k	155.13	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.1	$303k	-9%	11k	26.65	View chart
Hormel Foods Corp Stock (HRL)	0.1	$301k	-17%	12k	24.82	View chart
Cintas Corp Stock (CTAS)	0.1	$301k	-5%	1.8k	170.04	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$292k		566.00	515.23	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$291k	-2%	1.9k	151.32	View chart
Cummins Stock (CMI)	0.1	$286k	-4%	401.00	713.21	View chart
Smith A O Corp Stock (AOS)	0.1	$285k	-4%	4.5k	62.72	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$284k		1.9k	146.44	View chart
Clorox Co Del Stock (CLX)	0.1	$278k	-8%	2.9k	95.45	View chart
Eaton Corp Stock (ETN)	0.1	$277k		650.00	426.12	View chart
Brown & Brown Stock (BRO)	0.1	$276k	-8%	4.3k	64.15	View chart
Genuine Parts Stock (GPC)	0.1	$275k	-2%	2.3k	117.98	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$273k		2.6k	106.31	View chart
At&t Stock (T)	0.1	$270k	-4%	13k	20.70	View chart
S&p Global Stock (SPGI)	0.1	$269k	-5%	659.00	407.45	View chart
Factset Resh Sys Stock (FDS)	0.1	$266k	-6%	1.2k	230.04	View chart
Erie Indty Co Cl A Stock (ERIE)	0.1	$265k	-6%	1.1k	239.82	View chart
Roper Technologies Stock (ROP)	0.1	$264k	-9%	781.00	338.49	View chart
Ishares Gold Trust Etf (IAU)	0.1	$263k	+2%	3.5k	75.51	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$259k		1.3k	197.60	View chart
Pentair Stock (PNR)	0.1	$256k	-10%	3.3k	76.65	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$250k		1.7k	148.30	View chart
Oracle Corp Stock (ORCL)	0.1	$249k	-38%	1.7k	146.55	View chart
American Elec Pwr Stock (AEP)	0.1	$245k		1.8k	136.81	View chart
Cms Energy Corp Stock (CMS)	0.1	$243k		3.2k	76.50	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$243k	-48%	4.8k	50.42	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$240k	-11%	4.4k	54.69	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$233k	+315%	2.3k	102.17	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.1	$229k		755.00	302.70	View chart
Dow Hldgs Stock (DOW)	0.1	$225k	-7%	8.2k	27.36	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.1	$218k	-8%	4.7k	46.14	View chart
Cencora Stock (COR)	0.1	$216k	-32%	763.00	282.98	View chart
Davita Stock (DVA)	0.1	$214k	-5%	962.00	222.48	View chart
Argenx Se Adr (ARGX)	0.1	$213k		230.00	927.77	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$211k	-5%	3.4k	62.22	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$211k		4.3k	49.18	View chart
Global X Msci Argentina Etf Etf (ARGT)	0.1	$208k	-9%	2.3k	91.31	View chart
Novo-nordisk A S Adr (NVO)	0.1	$204k	-46%	4.3k	47.94	View chart
Teradyne Stock (TER)	0.1	$203k		420.00	483.84	View chart
Wells Fargo & Co Stock (WFC)	0.1	$202k	-3%	2.4k	82.63	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$202k		1.6k	127.81	View chart
Ishares Esg Aware Msci Usa Value Etf Etf (EVUS)	0.1	$199k	+8%	5.7k	35.11	View chart
Vail Resorts Stock (MTN)	0.1	$199k	-8%	1.5k	136.12	View chart
Ge Aerospace Stock (GE)	0.1	$198k		531.00	373.41	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$197k		2.2k	87.71	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$195k		2.0k	96.58	View chart
Marathon Pete Corp Stock (MPC)	0.1	$194k		760.00	255.67	View chart
Generac Hldgs Stock (GNRC)	0.1	$187k	-6%	640.00	292.81	View chart
Hewlett Packard Enterprise Stock (HPE)	0.1	$186k		4.1k	45.11	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$185k	-3%	361.00	512.98	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$180k	-4%	3.2k	56.37	View chart

Past Filings by Gen-Wealth Partners

SEC 13F filings are viewable for Gen-Wealth Partners going back to 2024

Gen-Wealth Partners 2026 Q2 filed Aug. 10, 2026
Gen-Wealth Partners 2026 Q1 filed May 8, 2026
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

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