13F Filings History of Gen-Wealth Partners Inc

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$307,928,995
Signature - Title
David Millar - CCO
Location
Zeeland, MI
Summary
This page shows a list of all the recent 13F filings made by Gen-Wealth Partners Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gen-Wealth Partners Inc reported 689 stock holdings with total value $307,928,995 as of Q4 2025. Top holdings included SPYM, DYNF, IVE, IVW, and EFV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 689 $307,928,995 +$39,125,883 -$29,368,445 +$9,757,438 SPYM, DYNF, IVE, IVW, EFV 13F-HR 13 Feb 2026, 11:28
Q3 2025 681 $296,002,259 +$44,637,512 -$20,075,051 +$24,562,461 SPLG, DYNF, IVW, QUAL, EFV 13F-HR 14 Nov 2025, 12:31
Q2 2025 642 $259,066,109 +$22,100,322 -$15,805,448 +$6,294,874 SPLG, EFV, DYNF, IVW, QUAL 13F-HR 14 Aug 2025, 12:47
Q1 2025 619 $239,535,926 +$21,239,056 -$13,171,033 +$8,068,023 SPLG, IVW, DYNF, QUAL, IVV 13F-HR 13 May 2025, 14:04
Q4 2024 647 $232,552,895 +$15,141,699 -$8,966,449 +$6,175,250 SPLG, IVW, DYNF, IVV, QUAL 13F-HR 14 Feb 2025, 10:26
Q3 2024 658 $226,415,404 +$22,688,905 -$14,104,226 +$8,584,679 SPLG, IVW, DYNF, IVV, QUAL 13F-HR 13 Nov 2024, 11:28
Q2 2024 647 $206,960,486 +$23,357,516 -$16,675,589 +$6,681,927 SPLG, IVW, DYNF, IVV, QUAL 13F-HR 13 Aug 2024, 15:25
Q1 2024 630 $201,688,476 $0 $0 $0 SPLG, IVV, QUAL, DYNF, EFV 13F-HR 15 May 2024, 12:23