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 351–400 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 1K | $50K–$100K | SH |
| TER | TERADYNE INC COM | 400 | $50K–$100K | SH |
| TKR | TIMKEN CO COM | 909 | $50K–$100K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 700 | $50K–$100K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COM | 8K | $50K–$100K | SH |
| EMBJ | EMBRAER S.A. SPONSORED ADS | 1K | $50K–$100K | SH |
| AVGO | BROADCOM INC COM | 210 | $50K–$100K | SH |
| TRP | TC ENERGY CORP COM | 1K | $50K–$100K | SH |
| CSX | CSX CORP COM | 2K | $50K–$100K | SH |
| DTE | DTE ENERGY CO COM | 553 | $50K–$100K | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 588 | $50K–$100K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 614 | $50K–$100K | SH |
| HL | HECLA MNG CO COM | 4K | $50K–$100K | SH |
| TIP | ISHARES TIPS BOND ETF | 601 | $50K–$100K | SH |
| IDCC | INTERDIGITAL INC COM | 205 | $50K–$100K | SH |
| GNL | GLOBAL NET LEASE INC COM NEW | 8K | $50K–$100K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 547 | $50K–$100K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 432 | $50K–$100K | SH |
| BE | BLOOM ENERGY CORP COM CL A | 702 | $50K–$100K | SH |
| WPM | WHEATON PRECIOUS METALS CORP COM | 515 | $50K–$100K | SH |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | 2K | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 601 | $50K–$100K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 578 | $50K–$100K | SH |
| ETR | ENTERGY CORP NEW COM | 624 | $50K–$100K | SH |
| ENS | ENERSYS COM | 390 | $50K–$100K | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 605 | $50K–$100K | SH |
| CRH | CRH PLC ORD | 451 | $50K–$100K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 750 | $50K–$100K | SH |
| GHC | GRAHAM HLDGS CO COM CL B | 50 | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL COM | 2K | $50K–$100K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 677 | $50K–$100K | SH |
| ARTY | ISHARES FUTURE AI & TECH ETF | 1K | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 450 | $50K–$100K | SH |
| DLR | DIGITAL RLTY TR INC COM | 335 | $50K–$100K | SH |
| HAS | HASBRO INC COM | 620 | $50K–$100K | SH |
| CMA | COMERICA INC COM | 580 | $50K–$100K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 3K | $50K–$100K | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 417 | $15K–$50K | SH |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | 216 | $15K–$50K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 600 | $15K–$50K | SH |
| DOC | HEALTHPEAK PROPERTIES INC COM | 3K | $15K–$50K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 95 | $15K–$50K | SH |
| BP | BP PLC SPONSORED ADR | 1K | $15K–$50K | SH |
| ENB | ENBRIDGE INC COM | 943 | $15K–$50K | SH |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | 4K | $15K–$50K | SH |
| COHU | COHU INC COM | 2K | $15K–$50K | SH |
| BKH | BLACK HILLS CORP COM | 634 | $15K–$50K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 796 | $15K–$50K | SH |
| HPQ | HP INC COM | 2K | $15K–$50K | SH |
| CI | THE CIGNA GROUP COM | 155 | $15K–$50K | SH |