Gen-Wealth Partners Inc

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Zeeland, MI
CIK
0002023375
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 670 228,955 SPLG, IVW, DYNF, IVV 13F-HR 11/13/2024 000202337524000005
Q2 2024 647 206,960 SPLG, IVW, DYNF, IVV 13F-HR 8/13/2024 000202337524000003
Q1 2024 631 201,688 SPLG, IVV, QUAL, DYNF 13F-HR 5/15/2024 000202337524000002