Gen-Wealth Partners Inc: 13F holdings
CIK 20233752026Q2
| Positions | 722 |
|---|
| Reported value | $359.7m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 722 (-6 vs prior quarter) |
|---|
| Reported value | $359.7m (-51.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF | 359,939 | $31.6m | 8.8% |
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 210,007 | $14.3m | 4.0% |
| IWF ISHARES S&P 500 GROWTH ETF | 88,796 | $12.2m | 3.4% |
| IVV ISHARES CORE S&P 500 ETF | 14,691 | $11.0m | 3.1% |
| IVE ISHARES S&P 500 VALUE ETF | 48,163 | $10.9m | 3.0% |
| BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 131,507 | $6.9m | 1.9% |
| CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 189,070 | $6.9m | 1.9% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 86,103 | $6.6m | 1.8% |
| CAT CATERPILLAR INC COM | 5,425 | $5.8m | 1.6% |
| BLCR ISHARES LARGE CAP CORE ACTIVE ETF | 97,268 | $4.9m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023375")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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