Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $356,085,713
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 377,626 $33,895,727 9.52%
2.
Blackrock Etf Trust
 DYNF 218,925 $15,162,729 4.26%
3.
Ishares Msci Acwi Ex U.s. Etf - ETF
 193,508 $14,633,072 4.11%
4.
Ishares Trust
 IEF 95,214 $13,545,112 3.8%
5.
Ishares Trust
 IEF 14,905 $11,414,887 3.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.