IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gen-Wealth Partners Inc

Q1 2025 Holdings

Filed 2025-05-13 | 622 holdings | $239.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Timken Co COM(TKR)Stock887389104$59.7K8310.0%
Healthpeak Properties Inc COM(DOC)REIT42250P103$61.8K3,0580.0%
American Healthcare REIT Inc COM SHS(AHR)REIT398182303$62.7K2,0680.0%
TC Energy Corp COM(TRP)Stock87807B107$63.2K1,3380.0%
Eaton Vance Tax-Managed Global COM(XEXGX)CEF27829F108$63.5K7,8000.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$63.6K1160.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$65.2K8730.0%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$65.4K5540.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$66.0K1,6110.0%
Byrna Technologies Inc COM New(BYRN)Stock12448X201$67.0K3,9800.0%
Huntington Bancshares Inc COM(HBAN)Stock446150104$67.3K4,4820.0%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$68.1K8280.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$68.6K2500.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$69.8K5720.0%
General Mtrs Co COM(GM)Stock37045V100$70.3K1,4950.0%
Canadian Pacific Kansas City COM(CP)Stock13646K108$72.9K1,0380.0%
Kinder Morgan Inc del COM(KMI)Stock49456B101$73.0K2,5570.0%
Primoris Svcs Corp COM(PRIM)Stock74164F103$74.3K1,2950.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$75.2K1,2170.0%
Travere Therapeutics Inc COM(TVTX)Stock89422G107$75.4K4,2100.0%
DTE Energy Co COM(DTE)Stock233331107$76.5K5530.0%
Global NET Lease Inc COM New(GNL)REIT379378201$77.6K9,6560.0%
US Bancorp del COM New(USB)Stock902973304$77.6K1,8390.0%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$77.9K7370.0%
LAM Research Corp COM New(LRCX)Stock512807306$80.0K1,1000.0%
Vanguard Small Cap Value ETF(VBR)ETF922908611$80.7K4330.0%
Super Micro Computer Inc COM New(SMCI)Stock86800U302$81.5K2,3800.0%
Boston Scientific Corp COM(BSX)Stock101137107$81.7K8100.0%
KKR & Co Inc COM(KKR)Stock48251W104$82.1K7100.0%
First Trust Morningstar Dividend Leaders Index Fund(FDL)ETF336917109$82.5K1,9000.0%
Kroger Co COM(KR)Stock501044101$83.9K1,2400.0%
Morgan Stanley COM New(MS)Stock617446448$84.0K7200.0%
CSX Corp COM(CSX)Stock126408103$86.0K2,9220.0%
BlackRock World EX U.S. Carbon Transition Readiness ETF(LCTD)ETF09290C608$88.1K1,9070.0%
Ishares U.S. ETF Trust Ishares Gsci Commodity Dynamic Roll Strategy ETF(COMT)ETF46431W853$88.1K3,3280.0%
Stepstone Group Inc COM CL A(STEP)Stock85914M107$88.3K1,6910.0%
AT&T Inc COM(T)Stock00206R102$88.3K3,1240.0%
Fortinet Inc COM(FTNT)Stock34959E109$88.6K9200.0%
Brightspring Health Svcs Inc COM(BTSG)Stock10950A106$88.9K4,9150.0%
DOW Inc COM(DOW)Stock260557103$89.2K2,5530.0%
Stride Inc COM(LRN)Stock86333M108$90.7K7170.0%
Marex Group PLC ORD(MRX)StockG5S37H101$90.9K2,5750.0%
ACI Worldwide Inc COM(ACIW)Stock004498101$93.3K1,7050.0%
Waystar Hldg Corp COM(WAY)Stock946784105$93.8K2,5100.0%
Ishares Msci World ETF(URTH)ETF464286392$94.5K6170.0%
Lockheed Martin Corp COM(LMT)Stock539830109$96.0K2150.0%
Interactive Brokers Group Inc COM CL A(IBKR)Stock45841N107$97.7K5900.0%
Bank America Corp COM(BAC)Stock060505104$98.2K2,3540.0%
Credo Technology Group Holding Ordinary Shares(CRDO)StockG25457105$101.6K2,5300.0%
Cummins Inc COM(CMI)Stock231021106$104.1K3320.0%
PreviousPage 7 of 13Next