Gen-Wealth Partners Inc
CIK
2023375
City
ZEELAND
State / Country
MI
Top Portfolio Positions
546 positions ·
$337,068,458 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
262,239 | $170,544,511 | 50.60% | |
| KO |
Coca Cola Co
Consumer Defensive
|
56,252 | $4,277,964 | 1.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
32,044 | $3,982,428 | 1.18% | |
| CAT |
Caterpillar Inc
Industrials
|
5,616 | $3,978,711 | 1.18% | |
| CVX |
Chevron Corp
Energy
|
17,782 | $3,679,095 | 1.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,313 | $3,254,229 | 0.97% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
21,286 | $3,074,549 | 0.91% | |
| MSFT |
Microsoft Corp
Technology
|
8,115 | $3,003,929 | 0.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,102 | $2,728,753 | 0.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,266 | $2,725,686 | 0.81% |
Portfolio Trend
9 quarters · across all stocks
Holdings in IGD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,464 | 1,485 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,498 | 2,185 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,957 | 2,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,673 | 2,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,607 | 2,185 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,842 | 2,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,323 | 2,185 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,230 | 2,185 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,580 | 2,185 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||