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, IVV, and represent 18.33% of Gen-Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: CORO (+$5.7M), ACWX, BLCR, IVV, GOVT, LMUB, SPYM, IUSB, SHLD, BAI.
- Started 62 new stock positions in IMO, WCMI, PANW, CIEN, PHYS, COIN, LCUT, FSSL, AG, MSI.
- Reduced shares in these 10 stocks: XLG (-$6.6M), IEMG, EFV, OEF, AMCR, IYW, TLH, GLDM, COST, HIMU.
- Sold out of its positions in AOD, AMT, ARIS, BTZ, Comerica Incorporated, BVN, ETY, EXEL, FG, AHR. GWRE, KEYS, MSIF, LOAN, NEWP, HOOD, RWR, SCHB, TRGP, TRI, VALE, VFF, Iterum Therapeutics.
- Gen-Wealth Partners was a net buyer of stock by $7.9M.
- Gen-Wealth Partners has $317M in assets under management (AUM), dropping by 1.73%.
- 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 728 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Gen-Wealth Partners has 728 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Gen-Wealth Partners March 31, 2026 positions
- Download the Gen-Wealth Partners March 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) | 5.6 | $18M | +6% | 234k | 76.54 |
|
| Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) | 3.7 | $12M | +5% | 201k | 58.18 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 3.3 | $10M | +4% | 49k | 211.15 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 3.0 | $9.4M | +5% | 83k | 113.11 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.8 | $8.9M | +18% | 14k | 653.19 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 2.0 | $6.3M | -26% | 84k | 74.35 |
|
| Ishares International Country Rotation Active Etf Etf (CORO) | 1.8 | $5.7M | NEW | 178k | 32.15 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 1.6 | $5.0M | +6% | 26k | 191.81 |
|
| Ishares U.s. Thematic Rotation Active Etf Etf (THRO) | 1.6 | $5.0M | +7% | 137k | 36.22 |
|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 1.5 | $4.9M | NEW | 71k | 68.47 |
|
| Ishares A.i. Innovation And Tech Active Etf Etf (BAI) | 1.5 | $4.6M | +16% | 140k | 32.95 |
|
| Coca Cola Stock (KO) | 1.3 | $4.3M | 56k | 76.05 |
|
|
| Walmart Stock (WMT) | 1.3 | $4.0M | -3% | 32k | 124.28 |
|
| Caterpillar Stock (CAT) | 1.3 | $4.0M | -3% | 5.6k | 708.44 |
|
| Ishares Large Cap Core Active Etf Etf (BLCR) | 1.2 | $3.7M | NEW | 91k | 41.06 |
|
| Chevron Corporation Stock (CVX) | 1.2 | $3.7M | +6% | 18k | 206.89 |
|
| Invesco S&p 500 Momentum Etf Etf (SPMO) | 1.1 | $3.5M | +5% | 31k | 112.11 |
|
| Johnson & Johnson Stock (JNJ) | 1.0 | $3.3M | -6% | 13k | 244.44 |
|
| Avantis Emerging Markets Equity Etf Etf (AVEM) | 1.0 | $3.2M | +6% | 40k | 80.58 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 1.0 | $3.1M | -59% | 45k | 69.75 |
|
| Procter & Gamble Stock (PG) | 1.0 | $3.1M | 21k | 144.44 |
|
|
| Microsoft Corp Stock (MSFT) | 0.9 | $3.0M | +10% | 8.1k | 370.19 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.9 | $2.8M | +7% | 27k | 106.15 |
|
| Amazon Stock (AMZN) | 0.9 | $2.7M | +2% | 13k | 208.26 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.9 | $2.7M | +6% | 9.3k | 294.17 |
|
| Apple Stock (AAPL) | 0.9 | $2.7M | +3% | 11k | 253.78 |
|
| Global X Defense Tech Etf Etf (SHLD) | 0.8 | $2.7M | +33% | 38k | 70.84 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.8 | $2.6M | +45% | 56k | 46.19 |
|
| Goldman Sachs Group Stock (GS) | 0.8 | $2.6M | +8% | 3.1k | 845.98 |
|
| Merck & Co Stock (MRK) | 0.8 | $2.5M | -4% | 21k | 120.29 |
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.8 | $2.4M | +4% | 105k | 23.22 |
|
| Verizon Communications Stock (VZ) | 0.8 | $2.4M | 49k | 50.20 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.8 | $2.4M | +11% | 7.9k | 302.23 |
|
| Honeywell Intl Stock (HON) | 0.8 | $2.4M | 11k | 226.04 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.7 | $2.4M | 7.6k | 310.80 |
|
|
| Amgen Stock (AMGN) | 0.7 | $2.3M | -12% | 6.6k | 351.83 |
|
| Nvidia Corporation Stock (NVDA) | 0.7 | $2.3M | +6% | 13k | 174.40 |
|
| 3M Stock (MMM) | 0.7 | $2.3M | +2% | 16k | 145.23 |
|
| State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.7 | $2.2M | -2% | 4.8k | 463.16 |
|
| International Business Machs Stock (IBM) | 0.7 | $2.2M | +4% | 9.1k | 242.38 |
|
| Home Depot Stock (HD) | 0.7 | $2.2M | +7% | 6.6k | 328.91 |
|
| American Express Stock (AXP) | 0.7 | $2.2M | +15% | 7.2k | 302.47 |
|
| Disney Walt Stock (DIS) | 0.7 | $2.1M | +15% | 21k | 96.38 |
|
| Cisco Sys Stock (CSCO) | 0.6 | $2.0M | 26k | 77.59 |
|
|
| Sherwin Williams Stock (SHW) | 0.6 | $2.0M | 6.3k | 320.56 |
|
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.6 | $2.0M | +30% | 18k | 111.37 |
|
| Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN) | 0.6 | $1.9M | 41k | 45.86 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.6 | $1.8M | +7% | 6.4k | 287.54 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.6 | $1.8M | +330% | 78k | 22.91 |
|
| Travelers Companies Stock (TRV) | 0.6 | $1.8M | +2% | 6.1k | 291.66 |
|
| Ishares Mbs Etf Etf (MBB) | 0.5 | $1.6M | +3% | 17k | 94.95 |
|
| Boeing Stock (BA) | 0.5 | $1.6M | 8.1k | 199.02 |
|
|
| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.5 | $1.4M | -2% | 6.5k | 218.76 |
|
| Unitedhealth Group Stock (UNH) | 0.5 | $1.4M | +5% | 5.3k | 270.58 |
|
| Nike Inc Cl B Stock (NKE) | 0.4 | $1.4M | +7% | 26k | 52.82 |
|
| Ishares Long-term National Muni Bond Etf Etf (LMUB) | 0.4 | $1.4M | NEW | 27k | 49.93 |
|
| Salesforce Stock (CRM) | 0.4 | $1.4M | +13% | 7.3k | 186.68 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.4 | $1.3M | 392k | 3.44 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.4 | $1.3M | -12% | 3.1k | 430.29 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.4 | $1.3M | +91% | 8.9k | 146.28 |
|
| Caseys Gen Stores Stock (CASY) | 0.4 | $1.2M | -15% | 1.6k | 727.78 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.3 | $1.1M | 262k | 4.14 |
|
|
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.3 | $1.0M | +7% | 21k | 50.04 |
|
| Quanta Svcs Stock (PWR) | 0.3 | $1.0M | +22% | 1.9k | 548.97 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $1.0M | 1.8k | 577.18 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.3 | $979k | 5.1k | 191.92 |
|
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.3 | $977k | 11k | 92.74 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $963k | 9.9k | 97.13 |
|
|
| Micron Technology Stock (MU) | 0.3 | $947k | +32% | 2.8k | 337.82 |
|
| Celanese Corp Del Stock (CE) | 0.3 | $933k | +29% | 14k | 65.77 |
|
| Tesla Stock (TSLA) | 0.3 | $931k | +44% | 2.5k | 371.68 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.3 | $930k | 1.5k | 616.76 |
|
|
| Msci Stock (MSCI) | 0.3 | $909k | -7% | 1.7k | 538.95 |
|
| Ishares Silver Trust Etf (SLV) | 0.3 | $898k | 13k | 68.14 |
|
|
| Rollins Stock (ROL) | 0.3 | $878k | -8% | 16k | 53.41 |
|
| Deere & Co Stock (DE) | 0.3 | $869k | +24% | 1.5k | 563.39 |
|
| Smucker J M Stock (SJM) | 0.3 | $868k | +28% | 9.0k | 96.44 |
|
| Starbucks Corp Stock (SBUX) | 0.3 | $867k | +28% | 9.7k | 89.59 |
|
| Ishares Flexible Income Active Etf Etf (BINC) | 0.3 | $861k | -21% | 17k | 51.93 |
|
| Lam Research Corp Stock (LRCX) | 0.3 | $826k | +23% | 3.9k | 213.67 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $815k | 1.4k | 572.03 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.3 | $798k | 868.00 | 919.43 |
|
|
| Cheniere Energy Stock (LNG) | 0.2 | $793k | +38% | 2.8k | 283.77 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.2 | $775k | +29% | 5.2k | 150.01 |
|
| Nextera Energy Stock (NEE) | 0.2 | $770k | -30% | 8.3k | 92.88 |
|
| Exxon Mobil Corp Stock (XOM) | 0.2 | $766k | -10% | 4.5k | 169.65 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.2 | $758k | 84k | 9.04 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $747k | 3.0k | 248.00 |
|
|
| Virtu Finl Inc Cl A Stock (VIRT) | 0.2 | $746k | +34% | 17k | 43.98 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $732k | +43% | 3.6k | 203.42 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
|
|
| Abbvie Stock (ABBV) | 0.2 | $713k | -2% | 3.3k | 217.52 |
|
| Adobe Stock (ADBE) | 0.2 | $697k | +67% | 2.9k | 243.12 |
|
| Huntington Ingalls Inds Stock (HII) | 0.2 | $691k | +23% | 1.8k | 379.90 |
|
| Pepsico Stock (PEP) | 0.2 | $686k | -30% | 4.4k | 155.30 |
|
| Prologis Reit (PLD) | 0.2 | $684k | +30% | 5.2k | 132.19 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.2 | $679k | 10k | 67.53 |
|
|
| Bank Of Amer Corp Stock (BAC) | 0.2 | $669k | +32% | 14k | 48.75 |
|
| Brookfield Infrastructure Part Lp Int Unit Stock (BIP) | 0.2 | $665k | +38% | 18k | 36.12 |
|
| Ulta Beauty Stock (ULTA) | 0.2 | $660k | +23% | 1.3k | 522.55 |
|
| Arcosa Stock (ACA) | 0.2 | $658k | +37% | 6.2k | 106.14 |
|
| Hca Healthcare Stock (HCA) | 0.2 | $643k | +37% | 1.4k | 473.41 |
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.2 | $642k | +37% | 11k | 57.07 |
|
| Costco Wholesale Corporation Stock (COST) | 0.2 | $641k | -41% | 643.00 | 997.06 |
|
| Ishares U.s. Real Estate Etf Etf (IYR) | 0.2 | $639k | -7% | 6.8k | 94.56 |
|
| Church & Dwight Stock (CHD) | 0.2 | $638k | -17% | 6.8k | 93.32 |
|
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.2 | $619k | 20k | 30.32 |
|
|
| Caci Intl Inc Cl A Stock (CACI) | 0.2 | $615k | +37% | 1.1k | 543.69 |
|
| Automatic Data Processing Stock (ADP) | 0.2 | $606k | -17% | 3.0k | 203.21 |
|
| Intellia Therapeutics Stock (NTLA) | 0.2 | $605k | +41% | 47k | 12.82 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.2 | $602k | +41% | 8.5k | 71.18 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.2 | $590k | 2.3k | 261.92 |
|
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.2 | $574k | 2.4k | 237.62 |
|
|
| Fastenal Stock (FAST) | 0.2 | $572k | -8% | 12k | 46.40 |
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.2 | $568k | +47% | 4.2k | 135.46 |
|
| Comfort Sys Usa Stock (FIX) | 0.2 | $567k | 411.00 | 1378.99 |
|
|
| Block Inc Cl A Stock (XYZ) | 0.2 | $564k | +51% | 9.4k | 60.18 |
|
| Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) | 0.2 | $562k | -16% | 8.2k | 68.79 |
|
| State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.2 | $557k | -2% | 9.4k | 59.22 |
|
| Ecolab Stock (ECL) | 0.2 | $548k | -8% | 2.1k | 266.01 |
|
| Abbott Laboratories Stock (ABT) | 0.2 | $544k | +13% | 5.3k | 102.68 |
|
| Uber Technologies Stock (UBER) | 0.2 | $542k | +58% | 7.5k | 71.93 |
|
| Archer Daniels Midland Stock (ADM) | 0.2 | $539k | 7.4k | 72.69 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.2 | $538k | -10% | 2.1k | 260.26 |
|
| Solventum Corp Stock (SOLV) | 0.2 | $533k | +45% | 8.2k | 65.30 |
|
| Ww Grainger Stock (GWW) | 0.2 | $532k | -11% | 488.00 | 1090.60 |
|
| General Dynamics Corp Stock (GD) | 0.2 | $527k | -2% | 1.5k | 343.30 |
|
| Albemarle Corp Stock (ALB) | 0.2 | $522k | -32% | 2.9k | 179.52 |
|
| Cardinal Health Stock (CAH) | 0.2 | $519k | +10% | 2.5k | 211.29 |
|
| Broadridge Finl Solutions Stock (BR) | 0.2 | $508k | +52% | 3.1k | 162.45 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.2 | $505k | +56% | 4.3k | 118.61 |
|
| Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) | 0.2 | $503k | -4% | 7.2k | 70.14 |
|
| Linde Stock (LIN) | 0.2 | $479k | -13% | 966.00 | 495.75 |
|
| Wp Carey Reit (WPC) | 0.2 | $477k | -7% | 7.0k | 67.96 |
|
| Axon Enterprise Stock (AXON) | 0.1 | $474k | +58% | 1.1k | 424.75 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.1 | $470k | -11% | 9.3k | 50.44 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $465k | +3% | 3.3k | 141.42 |
|
| Air Products And Chemicals Stock (APD) | 0.1 | $460k | +11% | 1.6k | 290.50 |
|
| Colgate Palmolive Stock (CL) | 0.1 | $457k | -13% | 5.4k | 85.23 |
|
| Stryker Corporation Stock (SYK) | 0.1 | $454k | -10% | 1.4k | 328.56 |
|
| Direxion Auspice Broad Commodity Strategy Etf Etf (COM) | 0.1 | $450k | -2% | 13k | 33.57 |
|
| Consolidated Edison Stock (ED) | 0.1 | $446k | +2% | 3.9k | 113.18 |
|
| Rtx Corporation Stock (RTX) | 0.1 | $444k | -12% | 2.3k | 192.89 |
|
| Atmos Energy Corp Stock (ATO) | 0.1 | $440k | 2.4k | 184.70 |
|
|
| Lowes Cos Stock (LOW) | 0.1 | $433k | 1.8k | 236.31 |
|
|
| Dover Corp Stock (DOV) | 0.1 | $426k | 2.0k | 208.48 |
|
|
| Chubb Ltd Switz Stock (CB) | 0.1 | $420k | 1.3k | 325.84 |
|
|
| C H Robinson Worldwide In Stock (CHRW) | 0.1 | $418k | -16% | 2.5k | 166.07 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.1 | $416k | 1.7k | 250.58 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $411k | -20% | 1.9k | 215.10 |
|
| Sea Ltd Sponsord Ads Adr (SE) | 0.1 | $408k | +74% | 4.9k | 82.81 |
|
| Oracle Corp Stock (ORCL) | 0.1 | $404k | -12% | 2.7k | 147.11 |
|
| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $402k | 2.8k | 145.94 |
|
|
| Cincinnati Finl Corp Stock (CINF) | 0.1 | $402k | 2.6k | 157.34 |
|
|
| Global X Uranium Etf Etf (URA) | 0.1 | $402k | -8% | 8.3k | 48.43 |
|
| Aflac Stock (AFL) | 0.1 | $398k | +2% | 3.6k | 109.72 |
|
| Agnico Eagle Mines Stock (AEM) | 0.1 | $397k | 2.0k | 202.98 |
|
|
| At&t Stock (T) | 0.1 | $394k | -5% | 14k | 28.99 |
|
| Ishares Core High Dividend Etf Etf (HDV) | 0.1 | $394k | 2.9k | 135.72 |
|
|
| Emerson Elec Stock (EMR) | 0.1 | $392k | -2% | 3.0k | 131.00 |
|
| Target Corp Stock (TGT) | 0.1 | $390k | 3.2k | 121.20 |
|
|
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.1 | $390k | -25% | 2.7k | 142.82 |
|
| Nucor Corp Stock (NUE) | 0.1 | $388k | -6% | 2.3k | 169.10 |
|
| Realty Income Corp Reit (O) | 0.1 | $381k | 6.2k | 61.18 |
|
|
| Eversource Energy Stock (ES) | 0.1 | $373k | 5.4k | 69.28 |
|
|
| Dow Hldgs Stock (DOW) | 0.1 | $369k | 8.9k | 41.65 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $368k | 282k | 1.31 |
|
|
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $361k | -11% | 2.5k | 143.22 |
|
| Cencora Stock (COR) | 0.1 | $357k | -38% | 1.1k | 314.14 |
|
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.1 | $357k | 4.9k | 73.14 |
|
|
| Medtronic Stock (MDT) | 0.1 | $353k | 4.1k | 86.65 |
|
|
| Howmet Aerospace Stock (HWM) | 0.1 | $351k | 1.5k | 230.46 |
|
|
| Emcor Group Stock (EME) | 0.1 | $351k | 475.00 | 738.31 |
|
|
| Carpenter Technology Corp Stock (CRS) | 0.1 | $350k | 887.00 | 394.15 |
|
|
| Ishares Systematic Bond Etf Etf (SYSB) | 0.1 | $348k | -11% | 3.9k | 89.00 |
|
| Nordson Corp Stock (NDSN) | 0.1 | $346k | -4% | 1.3k | 266.15 |
|
| Autozone Stock (AZO) | 0.1 | $345k | -35% | 102.00 | 3377.78 |
|
| Franklin Resources Stock (BEN) | 0.1 | $343k | 15k | 23.62 |
|
|
| Ppg Inds Stock (PPG) | 0.1 | $342k | +4% | 3.2k | 106.89 |
|
| Simon Ppty Group Reit (SPG) | 0.1 | $341k | 1.8k | 186.58 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.1 | $339k | +27% | 3.5k | 96.47 |
|
| Agree Rlty Corp Reit (ADC) | 0.1 | $338k | 4.5k | 75.38 |
|
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.1 | $338k | 3.2k | 106.22 |
|
|
| Hormel Foods Corp Stock (HRL) | 0.1 | $332k | +25% | 15k | 22.65 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.1 | $331k | +7% | 13k | 26.44 |
|
| Clorox Co Del Stock (CLX) | 0.1 | $328k | +11% | 3.2k | 103.62 |
|
| Tractor Supply Stock (TSCO) | 0.1 | $328k | -38% | 7.2k | 45.30 |
|
| Pentair Stock (PNR) | 0.1 | $324k | +4% | 3.7k | 87.10 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.1 | $318k | +3% | 1.3k | 250.68 |
|
| Essex Ppty Tr Reit (ESS) | 0.1 | $318k | +3% | 1.3k | 241.93 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.1 | $317k | -46% | 2.0k | 158.04 |
|
| Intercontinental Exchange Stock (ICE) | 0.1 | $316k | -45% | 2.0k | 157.28 |
|
| Cintas Corp Stock (CTAS) | 0.1 | $315k | +5% | 1.9k | 169.10 |
|
| Smith A O Corp Stock (AOS) | 0.1 | $315k | +4% | 4.8k | 65.93 |
|
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.1 | $312k | 2.4k | 132.50 |
|
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.1 | $312k | -7% | 2.6k | 121.19 |
|
| Amcor Stock (AMCR) | 0.1 | $312k | -78% | 7.8k | 39.75 |
|
| Becton Dickinson & Co Stock (BDX) | 0.1 | $311k | -3% | 2.0k | 157.21 |
|
| Kenvue Stock (KVUE) | 0.1 | $307k | +10% | 18k | 17.24 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $306k | -12% | 512.00 | 597.88 |
|
| Citigroup Stock (C) | 0.1 | $306k | -9% | 2.7k | 113.39 |
|
| Roper Technologies Stock (ROP) | 0.1 | $306k | -3% | 863.00 | 353.95 |
|
| Brown & Brown Stock (BRO) | 0.1 | $305k | +37% | 4.7k | 65.21 |
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.1 | $303k | -66% | 3.3k | 92.69 |
|
| Intuit Stock (INTU) | 0.1 | $301k | -22% | 696.00 | 432.38 |
|
| Stanley Black & Decker Stock (SWK) | 0.1 | $299k | 4.2k | 71.05 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $299k | -38% | 10k | 28.71 |
|
| Ishares Gold Trust Etf (IAU) | 0.1 | $298k | -30% | 3.4k | 88.15 |
|
| Erie Indty Co Cl A Stock (ERIE) | 0.1 | $298k | +21% | 1.2k | 251.36 |
|
| S&p Global Stock (SPGI) | 0.1 | $296k | +3% | 695.00 | 425.52 |
|
| Globe Life Stock (GL) | 0.1 | $296k | -32% | 2.1k | 139.17 |
|
| Sysco Corp Stock (SYY) | 0.1 | $292k | 4.1k | 71.32 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $291k | -17% | 7.9k | 36.75 |
|
| Vanguard Growth Etf Etf (VUG) | 0.1 | $285k | 653.00 | 436.64 |
|
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $284k | 2.4k | 118.45 |
|
|
| Price T Rowe Group Stock (TROW) | 0.1 | $279k | +5% | 3.1k | 90.15 |
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $275k | 1.4k | 196.14 |
|
|
| Monster Beverage Corp Stock (MNST) | 0.1 | $273k | -54% | 3.8k | 72.46 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $273k | -47% | 555.00 | 491.53 |
|
| Factset Resh Sys Stock (FDS) | 0.1 | $269k | +45% | 1.2k | 216.94 |
|
| Equity Lifestyle Properties Reit (ELS) | 0.1 | $266k | NEW | 4.3k | 62.42 |
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.1 | $265k | 1.8k | 144.71 |
|
|
| Descartes Sys Group Stock (DSGX) | 0.1 | $260k | -26% | 3.6k | 71.56 |
|
| Royal Caribbean Group Stock (RCL) | 0.1 | $259k | 940.00 | 275.18 |
|
|
| Ge Vernova Stock (GEV) | 0.1 | $257k | +18% | 294.00 | 873.14 |
|
| Mettler Toledo International Stock (MTD) | 0.1 | $256k | -48% | 203.00 | 1261.20 |
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.1 | $255k | +3% | 4.6k | 55.20 |
|
| Genuine Parts Stock (GPC) | 0.1 | $254k | +4% | 2.4k | 105.74 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $249k | 1.9k | 128.14 |
|
|
| Cms Energy Corp Stock (CMS) | 0.1 | $247k | 3.2k | 77.58 |
|
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $244k | 1.3k | 184.28 |
|
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $241k | 2.6k | 93.74 |
|
|
| Copart Stock (CPRT) | 0.1 | $237k | -28% | 7.1k | 33.20 |
|
| Global X Msci Argentina Etf Etf (ARGT) | 0.1 | $236k | -21% | 2.5k | 93.33 |
|
| Ishares Msci United Kingdom Etf Etf (EWU) | 0.1 | $235k | -5% | 5.2k | 45.56 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $234k | 1.8k | 131.08 |
|
|
| Eaton Corp Stock (ETN) | 0.1 | $233k | +7% | 650.00 | 357.67 |
|
| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.1 | $226k | +2% | 5.0k | 45.47 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.1 | $225k | 566.00 | 398.00 |
|
|
| Cummins Stock (CMI) | 0.1 | $225k | 418.00 | 538.02 |
|
|
| Global Pmts Stock (GPN) | 0.1 | $224k | NEW | 3.3k | 67.30 |
|
| Qualcomm Stock (QCOM) | 0.1 | $220k | -17% | 1.7k | 128.78 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $214k | -38% | 3.4k | 62.75 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $209k | 1.7k | 124.28 |
|
|
| Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) | 0.1 | $205k | 2.2k | 91.37 |
|
|
| Vail Resorts Stock (MTN) | 0.1 | $205k | +17% | 1.6k | 128.33 |
|
| Netflix Stock (NFLX) | 0.1 | $202k | 2.1k | 96.15 |
|
|
| Wells Fargo & Co Stock (WFC) | 0.1 | $201k | -8% | 2.5k | 79.61 |
|
| Tjx Cos Stock (TJX) | 0.1 | $197k | -19% | 1.2k | 159.70 |
|
| Ishares U.s. Regional Banks Etf Etf (IAT) | 0.1 | $193k | -2% | 3.6k | 53.84 |
|
Past Filings by Gen-Wealth Partners
SEC 13F filings are viewable for Gen-Wealth Partners going back to 2024
- 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