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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
 KRE 359,939 $31,631,462 8.79%
2.
Blackrock Etf Trust
 DYNF 210,007 $14,282,583 3.97%
3.
Ishares Trust
 IEF 88,796 $12,212,055 3.4%
4.
Ishares Trust
 IEF 14,691 $11,001,964 3.06%
5.
Ishares Trust
 IEF 48,163 $10,935,997 3.04%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
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Returns since its inception in May 2014 (through June 2, 2026)

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