CIK 2023375
Gen-Wealth Partners Inc
Institutional 13F holdings & portfolio
Holdings
689
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DSGX | DESCARTES SYS GROUP INC COM | 5K | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 4K | $100K–$500K | SH |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | 9K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 7K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC COM | 3K | $100K–$500K | SH |
| VIRT | VIRTU FINL INC CL A | 13K | $100K–$500K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 18K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP COM | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 3K | $100K–$500K | SH |
| COM | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | 14K | $100K–$500K | SH |
| CB | CHUBB LIMITED COM | 1K | $100K–$500K | SH |
| XYZ | BLOCK INC CL A | 6K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC COM | 704 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 4K | $100K–$500K | SH |
| NUE | NUCOR CORP COM | 2K | $100K–$500K | SH |
| DOV | DOVER CORP COM | 2K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 894 | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO COM | 2K | $100K–$500K | SH |
| SYSB | ISHARES SYSTEMATIC BOND ETF | 4K | $100K–$500K | SH |
| CPRT | COPART INC COM | 10K | $100K–$500K | SH |
| IAU | ISHARES GOLD TRUST | 5K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP COM | 2K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 2K | $100K–$500K | SH |
| AFL | AFLAC INC COM | 4K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 5K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 282K | $100K–$500K | SH |
| URA | GLOBAL X URANIUM ETF | 9K | $100K–$500K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 3K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC COM | 410 | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC COM | 4K | $100K–$500K | SH |
| APP | APPLOVIN CORP COM CL A | 562 | $100K–$500K | SH |
| PNR | PENTAIR PLC SHS | 4K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 586 | $100K–$500K | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 4K | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | 24K | $100K–$500K | SH |
| SE | SEA LTD SPONSORD ADS | 3K | $100K–$500K | SH |
| DSI | ISHARES ESG MSCI KLD 400 ETF | 3K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY COM | 5K | $100K–$500K | SH |
| T | AT&T INC COM | 14K | $100K–$500K | SH |
| O | REALTY INCOME CORP COM | 6K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 2K | $100K–$500K | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC COM | 673 | $100K–$500K | SH |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | 1K | $100K–$500K | SH |
| BEN | FRANKLIN RESOURCES INC COM | 15K | $100K–$500K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 5K | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 3K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 2K | $100K–$500K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC COM | 1K | $100K–$500K | SH |
| CTAS | CINTAS CORP COM | 2K | $100K–$500K | SH |