Gen-Wealth Partners Inc

13F Filings History

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$207M
Signature - Title
David Wilson - PRESIDENT
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 647 stock holdings with total value $207M as of Q2 2024. Top holdings included SPLG, IVW, DYNF, IVV, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 647 $207M +$23.4M -$16.7M +$6.68M SPLG, IVW, DYNF, IVV, QUAL 13F-HR 8/13/2024, 03:25 PM
Q1 2024 630 $202M $0 $0 SPLG, IVV, QUAL, DYNF, EFV 13F-HR 5/15/2024, 12:23 PM