Gen-Wealth Partners Inc
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationzeeland, MI
- CIK0002023375
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
622 | $239.54M | KRE, IVW, DYNF, QUAL | 13F-HR | May 13, 2025 | 000202337525000002 | ||
648 | $232.59M | KRE, IVW, DYNF, IVV | 13F-HR | Feb 14, 2025 | 000202337525000001 | ||
670 | $228.96M | KRE, IVW, DYNF, IVV | 13F-HR | Nov 13, 2024 | 000202337524000005 | ||
647 | $206.96M | KRE, IVW, DYNF, IVV | 13F-HR | Aug 13, 2024 | 000202337524000003 | ||
631 | $201.69M | KRE, IVV, QUAL, DYNF | 13F-HR | May 15, 2024 | 000202337524000002 |