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Gen-Wealth Partners Inc
Gen-Wealth Partners Inc is an institution, managing $292.0M across 674 long positions as of Q3 2025 with 41% ETF concentration.
- Portfolio Value
- $292.0M
- Positions
- 674
- Top Holding
- SPLG at 5.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gen-Wealth Partners Inc's portfolio (27.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.4M | 5.60% | +$2.0M Bought | — 208.8K shares | |
ETF ETF | $9.7M | 3.31% | +$943.1K Bought | — 163.5K shares | |
ETF ETF | $8.6M | 2.96% | +$171.8K Bought | — 71.6K shares | |
ETF ETF | $7.9M | 2.72% | +$48.0K Bought | — 40.9K shares | |
ETF ETF | $7.2M | 2.48% | -$1.5M Sold | — 106.8K shares | |
ETF ETF | $6.7M | 2.29% | -$534.1K Sold | — 10.0K shares | |
ETF ETF | $6.6M | 2.27% | +$1.3M Bought | — 100.7K shares | |
ETF ETF | $6.6M | 2.26% | +$668.1K Bought | — 31.9K shares | |
ETF ETF | $6.3M | 2.16% | +$3.3M Bought | — 109.8K shares | |
Unknown Unknown | $4.3M | 1.48% | +$354.8K Bought | — 113.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gen-Wealth Partners Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Sold | |
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Analytics
Portfolio insights and performance metrics for Gen-Wealth Partners Inc
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