Gen-Wealth Partners Inc

Name: Gen-Wealth Partners Inc — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002023375 · ZEELAND, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗

Gen-Wealth Partners Inc reported 722 positions worth $359.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPYM (8.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$359.7M

2026 Q2

Positions

722

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

30.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 722 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	SH	$31.6M	8.79%	359,939	—	—
▸ 2	DYNF	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	SH	$14.3M	3.97%	210,007	—	—
▸ 3	IVW	ISHARES S&P 500 GROWTH ETF	SH	$12.2M	3.40%	88,796	—	—
▸ 4	IVV	ISHARES CORE S&P 500 ETF	SH	$11.0M	3.06%	14,691	—	—
▸ 5	IVE	ISHARES S&P 500 VALUE ETF	SH	$10.9M	3.04%	48,163	—	—
▸ 6	BAI	ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	SH	$6.9M	1.93%	131,507	—	—
▸ 7	CORO	ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF	SH	$6.9M	1.92%	189,070	—	—
▸ 8	ACWX	ISHARES MSCI ACWI EX U.S. ETF	SH	$6.6M	1.82%	86,103	—	—
▸ 9	CAT	CATERPILLAR INC COM	SH	$5.8M	1.61%	5,425	—	—
▸ 10	BLCR	ISHARES LARGE CAP CORE ACTIVE ETF	SH	$4.9M	1.36%	97,268	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gen-Wealth Partners Inc hold as of Q2 2026?

Gen-Wealth Partners Inc reported 722 positions worth $359.7M in its Q2 2026 13F filing. Largest positions: SPYM (8.8%), DYNF (4.0%), IVW (3.4%), IVV (3.1%) and IVE (3.0%).

What did Gen-Wealth Partners Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gen-Wealth Partners Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.