IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gen-Wealth Partners Inc

Q2 2024 Holdings

Filed 2024-08-13 | 647 holdings | $207.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Star Bulk Carriers Corp. SHS PAR(SBLK)StockY8162K204$68.0K2,7900.0%
Edison Intl COM(EIX)Stock281020107$68.2K9500.0%
Centerpoint Energy Inc COM(CNP)Stock15189T107$68.6K2,2130.0%
DTE Energy Co COM(DTE)Stock233331107$68.6K6180.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$68.6K1,9050.0%
Lamar Advertising Co New CL A(LAMR)REIT512816109$68.7K5750.0%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$69.0K6600.0%
General Mtrs Co COM(GM)Stock37045V100$69.9K1,5040.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$70.1K1,2170.0%
Vanguard Value ETF(VTV)ETF922908744$70.2K4380.0%
Carlisle COS Inc COM(CSL)Stock142339100$70.9K1750.0%
Construction Partners Inc COM CL A(ROAD)Stock21044C107$71.2K1,2900.0%
Tidewater Inc New COM(TDW)Stock88642R109$71.4K7500.0%
Entergy Corp New COM(ETR)Stock29364G103$72.0K6730.0%
Onto Innovation Inc COM(ONTO)Stock683344105$72.0K3280.0%
First Trust Morningstar Dividend Leaders Index Fund(FDL)ETF336917109$72.1K1,9000.0%
Interactive Brokers Group Inc COM CL A(IBKR)Stock45841N107$72.3K5900.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$72.8K2720.0%
Dorian LPG LTD SHS USD(LPG)StockY2106R110$73.2K1,7450.0%
Owens Corning New COM(OC)Stock690742101$73.5K4230.0%
KKR & Co Inc COM(KKR)Stock48251W104$74.7K7100.0%
Napco SEC Technologies Inc COM(NSSC)Stock630402105$74.8K1,4400.0%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$74.8K3,2950.0%
Hubspot Inc COM(HUBS)Stock443573100$74.9K1270.0%
Freshpet Inc COM(FRPT)Stock358039105$75.0K5800.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$75.2K7500.0%
Vistra Corp COM(VST)Stock92840M102$75.2K8750.0%
Trane Technologies PLC SHS(TT)StockG8994E103$76.0K2310.0%
Texas Roadhouse Inc COM(TXRH)Stock882681109$76.1K4430.0%
Pennant Group Inc COM(PNTG)Stock70805E109$77.0K3,3200.0%
Pure Storage Inc CL A(PSTG)Stock74624M102$78.0K1,2150.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$79.2K3,7420.0%
Woodward Inc COM(WWD)Stock980745103$79.9K4580.0%
Heico Corp New COM(HEI)Stock422806109$80.1K3580.0%
Ford MTR Co del COM(F)Stock345370860$80.1K6,3870.0%
Boston Scientific Corp COM(BSX)Stock101137107$81.2K1,0550.0%
Calamos Conv Opportunities & I SH BEN INT(CHI)CEF128117108$81.9K7,0400.0%
Transmedics Group Inc COM(TMDX)Stock89377M109$82.1K5450.0%
Kinder Morgan Inc del COM(KMI)Stock49456B101$82.7K4,1620.0%
Wingstop Inc COM(WING)Stock974155103$82.8K1960.0%
Invesco S&P 500 High Dividend LOW Volatility ETF(SPHD)ETF46138E362$83.1K1,8710.0%
Veeco Instrs Inc del COM(VECO)Stock922417100$83.4K1,7850.0%
Procept Biorobotics Corp COM(PRCT)Stock74276L105$83.7K1,3700.0%
Camtek LTD ORD(CAMT)StockM20791105$84.5K6750.0%
Prologis Inc. COM(PLD)REIT74340W103$84.7K7540.0%
Howmet Aerospace Inc COM(HWM)Stock443201108$85.0K1,0950.0%
ARM Holdings PLC Sponsored ADS(ARM)ADR042068205$85.1K5200.0%
Equitable Hldgs Inc COM(EQH)Stock29452E101$85.8K2,1000.0%
BlackRock World EX U.S. Carbon Transition Readiness ETF(LCTD)ETF09290C608$86.5K1,9310.0%
Embraer S.A. Sponsored ADS(EMBJ)ADR29082A107$86.9K3,3700.0%
PreviousPage 7 of 13Next