StockDriftsStockDriftsTop 50 Gen-Wealth Partners Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 8.79% | 359.9K | $31.6M | +54.14%(+126.42K) | $69.28(+31.41%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3.97% | 210.0K | $14.3M | +4.64%(+9.31K) | $48.42(+44.60%) | 2026-06-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.4% | 88.8K | $12.2M | +7.13%(+5.91K) | $91.30(+55.27%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.06% | 14.7K | $11.0M | +7.54%(+1.03K) | $562.54(+38.19%) | 2026-06-30 | |
| IVE | ISHARES S&P 500 VALUE ETF | 3.04% | 48.2K | $10.9M | -1.41%(-688) | $194.90(+21.46%) | 2026-06-30 | |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 1.93% | 131.5K | $6.9M | -5.93%(-8.29K) | $30.31(+46.62%) | 2026-06-30 | |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 1.92% | 189.1K | $6.9M | +6.34%(+11.28K) | $31.75(+16.35%) | 2026-06-30 | |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 1.82% | 86.1K | $6.6M | +21.03%(+14.96K) | $68.39(+13.31%) | 2026-06-30 | |
| CAT | CATERPILLAR INC COM | 1.61% | 5.4K | $5.8M | -3.40%(-191) | $335.04(+155.43%) | 2026-06-30 | |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | 1.36% | 97.3K | $4.9M | +7.10%(+6.45K) | $41.93(+20.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.83% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.99% |
Gen-Wealth Partners Inc reports $359.70M in US-listed equity holdings across 722 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.8%), DYNF (4.0%) and IVW (3.4%). The top 20 holdings account for 41.37% of reported assets. Its disclosed equity book has returned +46.83% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gen-Wealth Partners Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023375). View Gen-Wealth Partners Inc’s 13F filings on SEC