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 251–300 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 5K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 967 | $100K–$500K | SH |
| EXEL | EXELIXIS INC COM | 5K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 2K | $100K–$500K | SH |
| DOW | DOW HLDGS INC COM | 9K | $100K–$500K | SH |
| DCI | DONALDSON INC COM | 2K | $100K–$500K | SH |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | 4K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 350 | $100K–$500K | SH |
| NFLX | NETFLIX INC. COM | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 673 | $100K–$500K | SH |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 2K | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 607 | $100K–$500K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 2K | $100K–$500K | SH |
| ARGX | ARGENX SE SPONSORED ADR | 223 | $100K–$500K | SH |
| ALL | ALLSTATE CORP COM | 895 | $100K–$500K | SH |
| PFE | PFIZER INC COM | 7K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC COM | 925 | $100K–$500K | SH |
| WAT | WATERS CORP COM | 482 | $100K–$500K | SH |
| ATR | APTARGROUP INC COM | 1K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2K | $100K–$500K | SH |
| MTN | VAIL RESORTS INC COM | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 571 | $100K–$500K | SH |
| CPB | THE CAMPBELLS COMPANY COM | 6K | $100K–$500K | SH |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 4K | $100K–$500K | SH |
| DOCN | DIGITALOCEAN HLDGS INC COM | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 249 | $100K–$500K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 157K | $100K–$500K | SH |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | 5K | $100K–$500K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 146 | $100K–$500K | SH |
| FDX | FEDEX CORP COM | 540 | $100K–$500K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| HSIC | HENRY SCHEIN INC COM | 2K | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 153K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 4K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 190 | $100K–$500K | SH |
| OKE | ONEOK INC NEW COM | 2K | $100K–$500K | SH |
| ABNB | AIRBNB INC COM CL A | 1K | $100K–$500K | SH |
| ATNM | ACTINIUM PHARMACEUTICALS INC COM | 107K | $100K–$500K | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 3K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 686 | $100K–$500K | SH |
| STLD | STEEL DYNAMICS INC COM | 843 | $100K–$500K | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 1K | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | 6K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 600 | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 2K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO COM | 1K | $100K–$500K | SH |
| MET | METLIFE INC COM | 2K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP COM | 5K | $100K–$500K | SH |