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 201–250 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC COM | 1K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 2K | $100K–$500K | SH |
| NDSN | NORDSON CORP COM | 1K | $100K–$500K | SH |
| ADC | AGREE RLTY CORP COM | 4K | $100K–$500K | SH |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 3K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 653 | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 3K | $100K–$500K | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 2K | $100K–$500K | SH |
| PPG | PPG INDS INC COM | 3K | $100K–$500K | SH |
| TGT | TARGET CORP COM | 3K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC COM | 2K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 4K | $100K–$500K | SH |
| — | AMCOR PLC COM NEW | 37K | $100K–$500K | SH |
| AOS | SMITH A O CORP COM | 5K | $100K–$500K | SH |
| BF.B | BROWN FORMAN CORP CL B | 12K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 1K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC COM | 3K | $100K–$500K | SH |
| NTLA | INTELLIA THERAPEUTICS INC COM | 33K | $100K–$500K | SH |
| SYY | SYSCO CORP COM | 4K | $100K–$500K | SH |
| ARGT | GLOBAL X MSCI ARGENTINA ETF | 3K | $100K–$500K | SH |
| EME | EMCOR GROUP INC COM | 469 | $100K–$500K | SH |
| CLX | CLOROX CO DEL COM | 3K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO COM | 2K | $100K–$500K | SH |
| ERIE | ERIE INDTY CO CL A | 975 | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 3K | $100K–$500K | SH |
| KVUE | KENVUE INC COM | 16K | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 2K | $100K–$500K | SH |
| HRL | HORMEL FOODS CORP COM | 12K | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLOGY CORP COM | 877 | $100K–$500K | SH |
| BRO | BROWN & BROWN INC COM | 3K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 2K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 1K | $100K–$500K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 2K | $100K–$500K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO & CO COM | 3K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 926 | $100K–$500K | SH |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | 4K | $100K–$500K | SH |
| TRGP | TARGA RES CORP COM | 1K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC COM | 853 | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 1K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC COM | 355 | $100K–$500K | SH |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | 5K | $100K–$500K | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 3K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 2K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 3K | $100K–$500K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 1K | $100K–$500K | SH |
| RMD | RESMED INC COM | 928 | $100K–$500K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 794 | $100K–$500K | SH |
| CMS | CMS ENERGY CORP COM | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC COM | 421 | $100K–$500K | SH |