Gen-Wealth Partners Inc

Q1 2026 13F-HR Holdings

Location
Zeeland, MI
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
728
Total value ($000)
$317,335
Net value change ($000)
+5,391 (1.7%)
New positions
62
Sold out positions
23
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 5,717 NEW
ACWX 4,871 NEW
BLCR 3,729 NEW
GOVT 1,370 327.8%
LMUB 1,367 NEW
CVX 1,124 44.0%
IVV 1,041 13.2%
SHLD 840 46.2%
IUSB 800 44.3%
CAT 646 19.4%
Top Reduces (Value $000, Stocks/ETFs)
XLG -7,208 -99.9%
IEMG -4,285 -57.8%
EFV -1,948 -23.8%
OEF -1,364 -98.2%
IYW -900 -97.3%
TLH -613 -94.3%
MSFT -556 -15.6%
GLDM -525 -63.4%
HIMU -406 -94.4%
PAYX -398 -92.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type