Gen-Wealth Partners Inc

Q3 2026 13F-HR Holdings

Location
Zeeland, MI
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
761
Total value ($000)
$356,086
Net value change ($000)
-3,614 (-1.0%)
New positions
92
Sold out positions
53
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
ACWX 8,080 123.3%
CORO 3,144 45.4%
SPYM 2,265 7.2%
BLCR 1,722 35.2%
MSFT 1,654 52.5%
GOOGL 1,614 73.0%
IVW 1,333 10.9%
CRM 1,093 95.4%
BX 973 NEW
TPR 922 30733.3%
Top Reduces (Value $000, Stocks/ETFs)
SPMO -4,065 -100.0%
AVEM -2,786 -99.1%
CAT -2,338 -40.5%
VZ -1,801 -88.4%
MU -1,745 -53.0%
MBB -1,703 -97.5%
IEMG -1,535 -38.3%
BAI -1,395 -20.1%
HONA -977 -84.4%
CSCO -868 -30.5%
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