Gen-Wealth Partners Inc

DOSSIER · 13F-HR · Q1 2026

Gen-Wealth Partners Inc

$317M in tracked AUM across 728 positions as of Q1 2026.

GP

CIK 0002023375 · last filed Mar 31, 2026

Total AUM

$317M

as of Q1 2026

Holdings

728

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Gen-Wealth Partners Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$18M234K5.6%02

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$12M201K3.7%03

IVE

ISHARES S&P 500 VALUE ETF

$10M49K3.3%04

IVW

ISHARES S&P 500 GROWTH ETF

$9M83K3.0%05

IVV

ISHARES CORE S&P 500 ETF

$9M14K2.8%06

EFV

ISHARES MSCI EAFE VALUE ETF

$6M84K2.0%07

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

$6M178K1.8%08

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

$5M26K1.6%09

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF