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 301–350 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SO | SOUTHERN CO COM | 2K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC COM | 1K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS COM | 1K | $100K–$500K | SH |
| MP | MP MATERIALS CORP COM CL A | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP COM | 717 | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 823 | $100K–$500K | SH |
| EXC | EXELON CORP COM | 3K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 2K | $100K–$500K | SH |
| URTH | ISHARES MSCI WORLD ETF | 617 | $100K–$500K | SH |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 690 | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP COM | 2K | $100K–$500K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 1K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 189 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 232 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 222 | $100K–$500K | SH |
| PAYO | PAYONEER GLOBAL INC COM | 19K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 119 | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | 653 | $100K–$500K | SH |
| GIB | CGI INC CL A SUB VTG | 1K | $100K–$500K | SH |
| DVA | DAVITA INC COM | 880 | $50K–$100K | SH |
| CHE | CHEMED CORP NEW COM | 233 | $50K–$100K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | 16K | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 356 | $50K–$100K | SH |
| AGI | ALAMOS GOLD INC COM CL A | 3K | $50K–$100K | SH |
| NTNX | NUTANIX INC CL A | 2K | $50K–$100K | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 360 | $50K–$100K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 439 | $50K–$100K | SH |
| DOCS | DOXIMITY INC CL A | 2K | $50K–$100K | SH |
| ESLT | ELBIT SYS LTD ORD | 160 | $50K–$100K | SH |
| GNRC | GENERAC HLDGS INC COM | 675 | $50K–$100K | SH |
| CION | CION INVT CORP COM | 10K | $50K–$100K | SH |
| AMT | AMERICAN TOWER CORP COM | 517 | $50K–$100K | SH |
| FSK | FS KKR CAP CORP COM | 6K | $50K–$100K | SH |
| MO | ALTRIA GROUP INC COM | 2K | $50K–$100K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 4K | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 1K | $50K–$100K | SH |
| GNTX | GENTEX CORP COM | 4K | $50K–$100K | SH |
| AS | AMER SPORTS INC COM SHS | 2K | $50K–$100K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 1K | $50K–$100K | SH |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 2K | $50K–$100K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 1K | $50K–$100K | SH |
| USB | US BANCORP COM NEW | 2K | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 297 | $50K–$100K | SH |
| CFO | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | 1K | $50K–$100K | SH |
| CLS | CELESTICA INC COM | 263 | $50K–$100K | SH |
| KR | KROGER CO COM | 1K | $50K–$100K | SH |