General Partner, Inc.
RIA/Wealth
General Partner, Inc. is a RIA/Wealth led by Patrick Timothy Hegarty, reporting $288.4M in AUM as of Q3 2025 with 51% concentrated in top 10 holdings.
CCOPatrick Timothy Hegarty
- Portfolio Value
- $181.1M
- Positions
- 164
- Top Holding
- BRK.A at 13.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in General Partner, Inc.'s portfolio (51% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $24.9M | 13.74% | — | 0.00% 33.0 shares | |
Consumer Electronics Technology | $16.3M | 9.01% | -$1.4M Sold | 0.00% 64.1K shares | |
Software - Infrastructure Technology | $10.9M | 6.02% | -$259.0K Sold | 0.00% 21.1K shares | |
Internet Content & Information Communication Services | $8.9M | 4.93% | — | 0.00% 36.7K shares | |
ETF ETF | $8.8M | 4.84% | +$787.4K Bought | — 172.8K shares | |
ETF ETF | $6.1M | 3.38% | — | — 29.4K shares | |
Financial - Credit Services Financial Services | $5.0M | 2.76% | -$170.6K Sold | 0.00% 8.8K shares | |
Insurance - Diversified Financial Services | $4.2M | 2.32% | -$11.6K Sold | 0.00% 8.4K shares | |
Home Improvement Consumer Cyclical | $3.7M | 2.07% | -$303.9K Sold | 0.00% 9.2K shares | |
ETF ETF | $3.4M | 1.90% | — | — 13.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in General Partner, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+49.43% | |
+11.14% | |
+9.87% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for General Partner, Inc.
GthenA