Gen-Wealth Partners Inc
All 13F Filings
- Location
- Zeeland, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 317,335
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 728 | 317,335 | 13F-HR | Gen-Wealth Partners Inc |
| Q4 2025 | 2/13/2026 | 689 | 311,944 | 13F-HR | Gen-Wealth Partners Inc |
| Q3 2025 | 11/14/2025 | 681 | 296,002 | 13F-HR | Gen-Wealth Partners Inc |
| Q2 2025 | 8/14/2025 | 642 | 259,066 | 13F-HR | Gen-Wealth Partners Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.6 K | 50.6% | 1.904 K | 0 | 1.904 K |
| ETFs | 156.8 K | 49.4% | 3.492 K | 0 | 3.492 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
317,335
Holdings
728
QoQ value change ($000)
5,391
(1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.