Gen-Wealth Partners Inc
CIK 2023375 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- SPYM8.33%
- IVV3.00%
- QUAL2.63%
- DYNF2.09%
- EFV2.03%
- IVW2.00%
- EFG1.88%
- ESGU1.50%
- IVE1.33%
- IYW1.30%
Share classes counted separately26.09%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFETF View history and evidence | $16.81M | 8.33% | 273.19K shares | Prior unavailable — | — | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $6.05M | 3.00% | 11.51K shares | Prior unavailable — | — | ↗▾ |
| 03 | QUALISHARES MSCI USA QUALITY FACETF View history and evidence | $5.31M | 2.63% | 32.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | DYNFISHRS US E F R A ETF-USD INCETF View history and evidence | $4.22M | 2.09% | 95.06K shares | Prior unavailable — | — | ↗▾ |
| 05 | EFVISHARES MSCI EAFE VALUE ETFETF View history and evidence | $4.10M | 2.03% | 75.30K shares | Prior unavailable — | — | ↗▾ |
| 06 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $4.04M | 2.00% | 47.83K shares | Prior unavailable — | — | ↗▾ |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFETF View history and evidence | $3.78M | 1.88% | 36.45K shares | Prior unavailable — | — | ↗▾ |
| 08 | ESGUISHARES ESG AWARE MSCI USAETF View history and evidence | $3.02M | 1.50% | 26.28K shares | Prior unavailable — | — | ↗▾ |
| 09 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $2.68M | 1.33% | 14.34K shares | Prior unavailable — | — | ↗▾ |
| 10 | IYWISHARES USTECHNOLOGY ETFETF View history and evidence | $2.62M | 1.30% | 19.42K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2023375 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 201688477
}Research all 631 reported holdings.
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