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Home > Institutional Investor > Gen-wealth Partners Inc > Profile

Instuitional Investor - Gen-wealth Partners Inc

Fund Profile
Filing Period:
Fund Name: Gen-wealth Partners Inc
Portfolio Value $239,535,926
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 259,937 $17,093,432 7.14%
2.
Ishares Trust
 IEF 78,616 $7,297,902 3.05%
3.
Blackrock Etf Trust
 144,074 $7,025,071 2.93%
4.
Ishares Msci Usa Quality Factor Etf - ETF
 37,920 $6,480,157 2.71%
5.
Ishares Trust
 IEF 10,395 $5,840,903 2.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)