Gen-Wealth Partners Inc
Q3 2025 13F Holdings
- Locationzeeland, MI
- Num holdings
681
- Value ($000)
$296,002
- Date Filed11/14/2025
- Form type13F-HR
- CIK0002023375
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO S&P 500 ETF | ETF | 78464A854 | $16.36 M | 6 % | 208,791 | ||
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $9.68 M | 3 % | 163,460 | ||
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $8.64 M | 3 % | 71,596 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | $7.95 M | 3 % | 40,852 | ||
EFV ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $7.25 M | 2 % | 106,831 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $6.68 M | 2 % | 9,988 | ||
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $6.64 M | 2 % | 100,652 | ||
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $6.59 M | 2 % | 31,906 | ||
XLG INVESCO S&P 500 TOP 50 ETF | ETF | 46137V233 | $6.32 M | 2 % | 109,810 | ||
BTHM ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | ETF | 09290C806 | $4.31 M | 2 % | 113,753 |
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