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Home > Institutional Investor > Gen-wealth Partners Inc > 13F Holdings

Instuitional Investor - Gen-wealth Partners Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 233,517 $17,873,394 5.63%
2.
Blackrock Etf Trust
 200,701 $11,676,777 3.68%
3.
Ishares Trust
 IEF 48,851 $10,314,817 3.25%
4.
Ishares Trust
 IEF 82,886 $9,375,181 2.95%
5.
Ishares Trust
 IEF 13,661 $8,923,189 2.81%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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