Gen-Wealth Partners Inc - Portfolio overview

Gen-Wealth Partners Inc has 789 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPYM - STATE STREET SPDR PORTFOLIO S&P 500 ETF, 5.31%
2. SPLG - SPDR PORTFOLIO S&P 500 ETF, 4.86%
3. DYNF - ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF, 3.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.