Gen-Wealth Partners Inc

DOSSIER · 13F-HR · Q2 2026

Gen-Wealth Partners Inc

$360M in tracked AUM across 722 positions as of Q2 2026.

GP

CIK 0002023375 · last filed Jun 30, 2026

Total AUM

$360M

as of Q2 2026

Holdings

722

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Gen-Wealth Partners Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$32M360K8.8%02

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$14M210K4.0%03

IVW

ISHARES S&P 500 GROWTH ETF

$12M89K3.4%04

IVV

ISHARES CORE S&P 500 ETF

$11M15K3.1%05

IVE

ISHARES S&P 500 VALUE ETF

$11M48K3.0%06

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

$7M132K1.9%07

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF