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CIK: 0002023375
Total reported value
$359.7M
$359.7M
728 檔
16.2%
In Q1 2026, Gen-Wealth Partners Inc's U.S. equity holdings reached a combined market value of $359.7M, distributed across 728 disclosed stock positions.
Gen-Wealth Partners Inc executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 6 holdings and trimming 83 positions.
Showing top 200 holdings (of 728 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.63% | +3.16% | +6.69% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.68% | +0.29% | +5.33% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.25% | -0.21% | +4.25% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.95% | +0.45% | +5.31% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | +0.25% | +18.72% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.97% | -1.13% | -26.76% | |
| 7 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.80% | +0.12% | — | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.57% | -1.10% | +6.29% | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.57% | -0.27% | +7.37% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.53% | +0.28% | — | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.45% | +0.48% | +16.14% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.35% | -0.11% | +1.14% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.25% | -0.25% | -3.60% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.25% | +0.36% | -3.47% | |
| 15 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.18% | +0.18% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.16% | -0.31% | +6.09% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | +5.69% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.14% | -6.21% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.01% | -0.23% | +6.94% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | +0.12% | -59.29% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.10% | +1.62% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.07% | +10.24% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.90% | -0.02% | +7.33% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.02% | +2.08% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.03% | +6.15% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.01% | +3.95% | |
| 27 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.84% | +0.02% | +33.75% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.82% | +0.27% | +45.38% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.82% | +0.08% | +8.18% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | -0.07% | -4.66% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.77% | -0.04% | +4.63% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.20% | +0.93% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.05% | +11.44% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.75% | -0.75% | EXIT | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.18% | -0.25% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | -0.11% | -12.79% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | -0.02% | +6.68% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.72% | +0.05% | +2.60% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.70% | -0.04% | -2.68% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | +0.02% | +4.29% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | +0.01% | +7.66% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.69% | +0.05% | +15.05% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.02% | +15.05% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.15% | +0.87% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.63% | -0.04% | +1.31% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.62% | +0.06% | +30.25% | |
| 47 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.59% | -0.16% | +1.09% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.04% | +7.48% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.56% | -0.03% | +330.16% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.56% | — | +2.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | +0.4% | +330.16% | Add |
| 2 | CVX | Chevron CORP | +0.3% | +6.09% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +18.72% | Add |
| 4 | SHLD | Global X Defense Tech ETF | +0.3% | +33.75% | Add |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +45.38% | Add |
| 6 | CAT | Caterpillar Inc | +0.2% | -3.47% | Trim |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +16.14% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | +91.84% | Add |
| 9 | VZ | Verizon Communications Inc | +0.1% | +0.93% | Add |
| 10 | CE | Celanese CORP | +0.1% | +29.06% | Add |
| 11 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +30.25% | Add |
| 12 | LNG | Cheniere Energy Inc | +0.1% | +38.68% | Add |
| 13 | PWR | Quanta Services Inc | +0.1% | +22.06% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | +32.11% | Add |
| 15 | VIRT | Virtu Financial Inc-class A | +0.1% | +34.98% | Add |
| 16 | KO | Coca-cola Co/the | +0.1% | +1.14% | Add |
| 17 | HON | Honeywell International Inc | +0.1% | +1.34% | Add |
| 18 | AVEM | Avantis Emerging Markets Eq | +0.1% | +6.94% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -6.21% | Trim |
| 20 | NTLA | Intellia Therapeutics Inc | +0.1% | +41.61% | Add |
| 21 | DE | Deere & Co | +0.1% | +24.56% | Add |
| 22 | LRCX | Lam Research CORP | +0.1% | +23.39% | Add |
| 23 | SBUX | Starbucks CORP | +0.1% | +28.43% | Add |
| 24 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.25% | Add |
| 25 | WMT | Walmart Inc | +0.1% | -3.60% | Trim |
| 26 | STZ | Constellation Brands Inc-a | +0.1% | +29.20% | Add |
| 27 | MPLX | Mplx LP | +0.1% | +37.01% | Add |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +38.34% | Add |
| 29 | AMD | Advanced Micro Devices | +0.1% | +43.55% | Add |
| 30 | HII | Huntington Ingalls Industrie | +0.1% | +23.81% | Add |
| 31 | FIX | Comfort Systems USA Inc | +0.1% | +0.24% | Add |
| 32 | ACA | Arcosa Inc | +0.1% | +37.26% | Add |
| 33 | PLD | Prologis Inc | +0.1% | +30.43% | Add |
| 34 | MRK | Merck & Co. Inc. | +0.1% | -4.66% | Trim |
| 35 | SJM | Jm Smucker Co/the | +0.1% | +28.28% | Add |
| 36 | HCA | Hca Healthcare Inc | +0.1% | +37.31% | Add |
| 37 | CACI | Caci International Inc -cl A | +0.1% | +37.76% | Add |
| 38 | XYZ | Block Inc | +0.1% | +51.83% | Add |
| 39 | DOW | Dow Inc | +0.1% | -0.98% | Trim |
| 40 | UBER | Uber Technologies Inc | +0.1% | +58.21% | Add |
| 41 | MUB | Ishares National Muni Bond E | 0% | +7.33% | Add |
| 42 | XOM | Exxon Mobil CORP | 0% | -10.77% | Trim |
| 43 | TSLA | Tesla Inc | 0% | +44.21% | Add |
| 44 | VRT | Vertiv Holdings Co-a | 0% | +0.91% | Add |
| 45 | CASY | Casey's General Stores Inc | 0% | -15.03% | Trim |
| 46 | APD | Air Products & Chemicals Inc | 0% | +11.54% | Add |
| 47 | ADM | Archer-daniels-midland Co | 0% | +0.41% | Add |
| 48 | GEHC | GE Healthcare Technology | 0% | +41.60% | Add |
| 49 | CBRE | Cbre Group Inc - A | 0% | +47.26% | Add |
| 50 | B | Barrick Mining CORP | 0% | +372.29% | Add |
According to official SEC Form 13F filings, Gen-Wealth Partners Inc reported a total U.S. public equity portfolio value of $359.7M across 728 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DYNF, IVE) accounted for 16.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $5.7M
Top Position Liquidated / Trimmed
TRGP
前期市值: $247.8K
During Q1 2026, Gen-Wealth Partners Inc's top holdings by market value included SPYM (5.6%)、DYNF (3.7%)、IVE (3.3%). The largest single position, SPYM, represented 5.6% of total portfolio value.
In Q1 2026, Gen-Wealth Partners Inc made 200 total portfolio adjustments, initiating 15 new buys, adding to 96 positions, trimming 83 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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