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 401–450 of 689
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LAMR | LAMAR ADVERTISING CO CL A | 335 | $15K–$50K | SH |
| DKS | DICKS SPORTING GOODS INC COM | 213 | $15K–$50K | SH |
| NI | NISOURCE INC COM | 999 | $15K–$50K | SH |
| KIM | KIMCO REALTY CORP COM | 2K | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 134 | $15K–$50K | SH |
| NEM | NEWMONT CORP COM | 400 | $15K–$50K | SH |
| BWX | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | 2K | $15K–$50K | SH |
| TFC | TRUIST FINL CORP COM | 798 | $15K–$50K | SH |
| KLIC | KULICKE & SOFFA INDS INC COM | 847 | $15K–$50K | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 798 | $15K–$50K | SH |
| GBX | GREENBRIER COS INC COM | 804 | $15K–$50K | SH |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | 2K | $15K–$50K | SH |
| CWEN | CLEARWAY ENERGY INC CL C | 1K | $15K–$50K | SH |
| F | FORD MTR CO COM | 3K | $15K–$50K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 123 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION COM | 156 | $15K–$50K | SH |
| CNQ | CANADIAN NAT RES LTD COM | 1K | $15K–$50K | SH |
| OVV | OVINTIV INC COM | 896 | $15K–$50K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 320 | $15K–$50K | SH |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | 354 | $15K–$50K | SH |
| LOAN | MANHATTAN BRDG CAP INC COM | 35K | $15K–$50K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 244 | $15K–$50K | SH |
| MTH | MERITAGE HOMES CORP COM | 516 | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC COM | 256 | $15K–$50K | SH |
| WEN | WENDYS CO COM | 4K | $15K–$50K | SH |
| OMC | OMNICOM GROUP INC COM | 399 | $15K–$50K | SH |
| MOS | MOSAIC CO NEW COM | 1K | $15K–$50K | SH |
| PSX | PHILLIPS 66 COM | 247 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 346 | $15K–$50K | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 395 | $15K–$50K | SH |
| B | BARRICK MNG CORP COM SHS | 700 | $15K–$50K | SH |
| EOG | EOG RES INC COM | 285 | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 84 | $15K–$50K | SH |
| NTAP | NETAPP INC COM | 276 | $15K–$50K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 2K | $15K–$50K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | 588 | $15K–$50K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 595 | $15K–$50K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | 1K | $15K–$50K | SH |
| PAAS | PAN AMERN SILVER CORP COM | 555 | $15K–$50K | SH |
| GFI | GOLD FIELDS LTD SPONSORED ADR | 650 | $15K–$50K | SH |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | 837 | $15K–$50K | SH |
| ITRM | ITERUM THERAPEUTICS PLC SHS NEW | 85K | $15K–$50K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 59 | $15K–$50K | SH |
| LYFT | LYFT INC CL A COM | 1K | $15K–$50K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | 585 | $15K–$50K | SH |
| RGLD | ROYAL GOLD INC COM | 123 | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC COM | 100 | $15K–$50K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 306 | $15K–$50K | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INT | 3K | $15K–$50K | SH |
| D | DOMINION ENERGY INC COM | 460 | $15K–$50K | SH |