Gen-Wealth Partners Inc

13F filer · CIK 0002023375

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$360MU.S. long equity reported on 13F

Positions57427 new · 25 closed

Net flow last quarter-$196MBuys minus sells

Top 10 positions weight10.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026574 positions
CATCaterpillar Inc	$5.78M	1.61%	0.00%	-3.4%	Q1 2024
THROTheron Resource Group	$4.67M	1.30%	1.37%	-21.1%	Q1 2025
KOCoca Cola Co	$4.48M	1.24%	0.00%	-2.1%	Q1 2024
WMTWalmart Inc.	$3.6M	1.00%	0.00%	-0.8%	Q1 2024
MUMicron Technology Inc	$3.29M	0.92%	0.00%	+1.8%	Q3 2025
GSGoldman Sachs Group Inc	$3.22M	0.90%	0.00%	+3.5%	Q1 2024
JNJJohnson & Johnson	$3.21M	0.89%	0.00%	-5.2%	Q1 2024
JPMJPMorgan Chase & Co	$3.2M	0.89%	0.00%	+5.5%	Q1 2024
MSFTMicrosoft Corp	$3.15M	0.88%	0.00%	+4.0%	Q1 2024
PGPROCTER & GAMBLE Co	$3.13M	0.87%	0.00%	+0.4%	Q1 2024
SHLDSears Holdings Corp	$3.09M	0.86%	0.05%	+38.2%	Q3 2025
CVXChevron Corp	$3.05M	0.85%	0.00%	+3.4%	Q1 2024
AMZNAmazon Com Inc	$3.04M	0.84%	0.00%	-2.7%	Q1 2024
AAPLApple Inc.	$3.03M	0.84%	0.00%	-1.7%	Q1 2024
VVisa Inc.	$2.89M	0.80%	0.00%	+6.6%	Q1 2024
CSCOCisco Systems, Inc.	$2.84M	0.79%	0.00%	-6.8%	Q1 2024
MMM3m Co	$2.77M	0.77%	0.00%	+8.4%	Q1 2024
AXPAmerican Express Co	$2.67M	0.74%	0.00%	+9.7%	Q1 2024
MRKMerck & Co., Inc.	$2.63M	0.73%	0.00%	-2.7%	Q1 2024
NVDANvidia Corp	$2.57M	0.71%	0.00%	-2.9%	Q1 2024
IBMInternational Business Machines Corp	$2.55M	0.71%	0.00%	Not reported	Q1 2024
HDHome Depot, Inc.	$2.54M	0.70%	0.00%	+8.4%	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$2.38M	0.66%	Not reported	-4.9%	Q1 2024
AMDAdvanced Micro Devices Inc	$2.3M	0.64%	0.00%	+10.3%	Q1 2024
DISWalt Disney Co	$2.28M	0.63%	0.00%	+10.3%	Q1 2024
AMGNAmgen Inc	$2.22M	0.62%	0.00%	-7.0%	Q1 2024
GOOGLAlphabet Inc.	$2.21M	0.62%	0.00%	-3.2%	Q1 2024
SHWSherwin Williams Co	$2.12M	0.59%	0.00%	-2.0%	Q1 2024
UNHUnitedhealth Group Inc	$2.11M	0.59%	0.00%	-4.0%	Q1 2024
VZVerizon Communications Inc	$2.04M	0.57%	0.00%	-1.1%	Q1 2024
MCDMcdonalds Corp	$2.02M	0.56%	0.00%	-1.5%	Q1 2024
TRVTravelers Companies, Inc.	$2M	0.56%	0.00%	-0.4%	Q1 2024
LRCXLam Research Corp	$1.88M	0.52%	0.00%	+12.1%	Q1 2024
BABoeing Co	$1.74M	0.48%	0.00%	-1.0%	Q1 2024
PWRQuanta Services, Inc.	$1.52M	0.42%	0.00%	+12.2%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$1.3M	0.36%	Not reported	+0.1%	Q1 2024
TSLATesla, Inc.	$1.25M	0.35%	0.00%	+18.7%	Q1 2024
PLTRPalantir Technologies Inc.	$1.24M	0.35%	0.00%	+19.6%	Q1 2024
SJMJ M SMUCKER Co	$1.21M	0.34%	0.01%	+19.4%	Q1 2024
VIRTVirtu Financial, Inc.	$1.2M	0.33%	Not reported	+18.9%	Q3 2025
HONHoneywell International Inc	$1.17M	0.33%	0.00%	-0.9%	Q1 2024
NKENIKE, Inc.	$1.16M	0.32%	0.00%	+7.3%	Q1 2024
HONAHoneywell Aerospace Inc.	$1.16M	0.32%	Not reported	-0.7%	Q2 2026
DEDeere & Co	$1.15M	0.32%	0.00%	+17.2%	Q1 2024
CRMSalesforce, Inc.	$1.15M	0.32%	0.00%	Not reported	Q1 2024
ACAArcosa, Inc.	$1.13M	0.31%	0.02%	+25.3%	Q3 2025
SBUXStarbucks Corp	$1.09M	0.30%	0.00%	+10.6%	Q1 2024
GLDSPDR Gold Trust	$1.08M	0.30%	0.00%	-4.6%	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.06M	0.29%	Not reported	Not reported	Q1 2024
CASYCaseys General Stores Inc	$1.05M	0.29%	0.00%	-16.9%	Q3 2025

Q1 2026Reported May 8, 2026570 positions
THROTheron Resource Group	$4.97M	1.57%	1.74%	+7.4%	Q1 2025
KOCoca Cola Co	$4.28M	1.35%	0.00%	+1.1%	Q1 2024
WMTWalmart Inc.	$3.98M	1.25%	0.00%	-3.6%	Q1 2024
CATCaterpillar Inc	$3.98M	1.25%	0.00%	-3.5%	Q1 2024
CVXChevron Corp	$3.68M	1.16%	0.00%	+6.1%	Q1 2024
JNJJohnson & Johnson	$3.25M	1.03%	0.00%	-6.2%	Q1 2024
PGPROCTER & GAMBLE Co	$3.07M	0.97%	0.00%	+1.6%	Q1 2024
MSFTMicrosoft Corp	$3M	0.95%	0.00%	+10.2%	Q1 2024
AMZNAmazon Com Inc	$2.73M	0.86%	0.00%	+2.1%	Q1 2024
JPMJPMorgan Chase & Co	$2.73M	0.86%	0.00%	+6.2%	Q1 2024
AAPLApple Inc.	$2.7M	0.85%	0.00%	+4.0%	Q1 2024
SHLDSears Holdings Corp	$2.66M	0.84%	0.03%	+33.8%	Q3 2025
GSGoldman Sachs Group Inc	$2.61M	0.82%	0.00%	+8.2%	Q1 2024
MRKMerck & Co., Inc.	$2.53M	0.80%	0.00%	-4.7%	Q1 2024
VZVerizon Communications Inc	$2.44M	0.77%	0.00%	+0.9%	Q1 2024
VVisa Inc.	$2.38M	0.75%	0.00%	+11.4%	Q1 2024
HONHoneywell International Inc	$2.38M	0.75%	0.00%	+1.3%	Q1 2024
MCDMcdonalds Corp	$2.36M	0.74%	0.00%	-0.3%	Q1 2024
AMGNAmgen Inc	$2.31M	0.73%	0.00%	-12.8%	Q1 2024
NVDANvidia Corp	$2.31M	0.73%	0.00%	+6.7%	Q1 2024
MMM3m Co	$2.29M	0.72%	0.00%	+2.6%	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$2.22M	0.70%	Not reported	-2.7%	Q1 2024
IBMInternational Business Machines Corp	$2.2M	0.69%	0.00%	+4.3%	Q1 2024
HDHome Depot, Inc.	$2.18M	0.69%	0.00%	+7.7%	Q1 2024
AXPAmerican Express Co	$2.18M	0.69%	0.00%	+15.1%	Q1 2024
DISWalt Disney Co	$2.07M	0.65%	0.00%	+15.1%	Q1 2024
CSCOCisco Systems, Inc.	$2.02M	0.64%	0.00%	+0.9%	Q1 2024
SHWSherwin Williams Co	$2.01M	0.63%	0.00%	+1.3%	Q1 2024
GOOGLAlphabet Inc.	$1.84M	0.58%	0.00%	+7.5%	Q1 2024
TRVTravelers Companies, Inc.	$1.77M	0.56%	0.00%	+2.3%	Q1 2024
BABoeing Co	$1.62M	0.51%	0.00%	+2.0%	Q1 2024
UNHUnitedhealth Group Inc	$1.43M	0.45%	0.00%	+5.7%	Q1 2024
NKENIKE, Inc.	$1.39M	0.44%	0.00%	+7.5%	Q1 2024
CRMSalesforce, Inc.	$1.37M	0.43%	0.00%	+13.5%	Q1 2024
GLDSPDR Gold Trust	$1.33M	0.42%	0.00%	-12.4%	Q1 2024
PLTRPalantir Technologies Inc.	$1.3M	0.41%	0.00%	+91.8%	Q1 2024
CASYCaseys General Stores Inc	$1.16M	0.37%	0.00%	-15.0%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.08M	0.34%	Not reported	0.0%	Q1 2024
PWRQuanta Services, Inc.	$1.04M	0.33%	0.00%	+22.1%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$1.02M	0.32%	Not reported	-0.2%	Q1 2024
MUMicron Technology Inc	$947K	0.30%	0.00%	+32.1%	Q3 2025
CECelanese Corp	$933K	0.29%	0.01%	+29.1%	Q1 2024
TSLATesla, Inc.	$931K	0.29%	0.00%	+44.2%	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$929K	0.29%	Not reported	-0.4%	Q1 2024
MSCIMSCI Inc.	$909K	0.29%	0.00%	-7.8%	Q1 2024
SLViShares Silver Trust	$898K	0.28%	0.00%	+1.3%	Q1 2024
ROLRollins Inc	$878K	0.28%	0.00%	-8.1%	Q1 2024
DEDeere & Co	$869K	0.27%	0.00%	+24.6%	Q1 2024
SJMJ M SMUCKER Co	$868K	0.27%	0.01%	+28.3%	Q1 2024
SBUXStarbucks Corp	$867K	0.27%	0.00%	+28.4%	Q1 2024

Q4 2025Reported Feb 13, 2026547 positions
THROTheron Resource Group	$4.93M	1.58%	1.62%	+12.3%	Q1 2025
KOCoca Cola Co	$3.89M	1.25%	0.00%	+75.3%	Q1 2024
WMTWalmart Inc.	$3.7M	1.19%	0.00%	-3.8%	Q1 2024
MSFTMicrosoft Corp	$3.56M	1.14%	0.00%	+8.0%	Q1 2024
CATCaterpillar Inc	$3.33M	1.07%	0.00%	-13.5%	Q1 2024
PGPROCTER & GAMBLE Co	$3M	0.96%	0.00%	+2.1%	Q1 2024
AMZNAmazon Com Inc	$2.96M	0.95%	0.00%	+0.5%	Q1 2024
JNJJohnson & Johnson	$2.94M	0.94%	0.00%	-10.0%	Q1 2024
JPMJPMorgan Chase & Co	$2.81M	0.90%	0.00%	+12.2%	Q1 2024
AAPLApple Inc.	$2.78M	0.89%	0.00%	-4.9%	Q1 2024
IBMInternational Business Machines Corp	$2.58M	0.83%	0.00%	-9.1%	Q1 2024
CVXChevron Corp	$2.55M	0.82%	0.00%	+11.5%	Q1 2024
GSGoldman Sachs Group Inc	$2.5M	0.80%	0.00%	+13.2%	Q1 2024
VVisa Inc.	$2.48M	0.80%	0.00%	+19.1%	Q1 2024
AMGNAmgen Inc	$2.47M	0.79%	0.00%	-14.4%	Q1 2024
MMM3m Co	$2.46M	0.79%	0.00%	+11.1%	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$2.37M	0.76%	Not reported	-1.8%	Q1 2024
MCDMcdonalds Corp	$2.33M	0.75%	0.00%	-3.7%	Q1 2024
MRKMerck & Co., Inc.	$2.32M	0.75%	0.00%	-1.0%	Q1 2024
NVDANvidia Corp	$2.31M	0.74%	0.00%	-3.9%	Q1 2024
AXPAmerican Express Co	$2.31M	0.74%	0.00%	+13.5%	Q1 2024
DISWalt Disney Co	$2.12M	0.68%	0.00%	+28.2%	Q1 2024
HDHome Depot, Inc.	$2.12M	0.68%	0.00%	+25.5%	Q1 2024
HONHoneywell International Inc	$2.03M	0.65%	0.00%	+12.9%	Q1 2024
SHWSherwin Williams Co	$2.01M	0.64%	0.00%	+2.8%	Q1 2024
CSCOCisco Systems, Inc.	$1.98M	0.64%	0.00%	-4.0%	Q1 2024
VZVerizon Communications Inc	$1.96M	0.63%	0.00%	+9.6%	Q1 2024
GOOGLAlphabet Inc.	$1.86M	0.60%	0.00%	+13.8%	Q1 2024
SHLDSears Holdings Corp	$1.82M	0.58%	0.03%	+10.3%	Q3 2025
BABoeing Co	$1.73M	0.55%	0.00%	+8.4%	Q1 2024
TRVTravelers Companies, Inc.	$1.72M	0.55%	0.00%	+2.8%	Q1 2024
CRMSalesforce, Inc.	$1.71M	0.55%	0.00%	+5.6%	Q1 2024
UNHUnitedhealth Group Inc	$1.65M	0.53%	0.00%	-2.7%	Q1 2024
NKENIKE, Inc.	$1.56M	0.50%	0.00%	+11.9%	Q1 2024
GLDSPDR Gold Trust	$1.4M	0.45%	0.00%	-2.9%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$1.12M	0.36%	Not reported	+20946.0%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$1.09M	0.35%	Not reported	+1.1%	Q1 2024
ROLRollins Inc	$1.07M	0.34%	0.00%	-1.5%	Q1 2024
MSCIMSCI Inc.	$1.05M	0.34%	0.00%	+5.7%	Q1 2024
CASYCaseys General Stores Inc	$1.04M	0.33%	0.01%	-4.0%	Q3 2025
NEENextera Energy Inc	$953K	0.31%	0.00%	+67.8%	Q1 2024
LLYELI LILLY & Co	$949K	0.30%	0.00%	-7.4%	Q1 2024
COSTCostco Wholesale Corp	$949K	0.30%	0.00%	-21.0%	Q1 2024
METAMeta Platforms, Inc.	$939K	0.30%	Not reported	-4.2%	Q1 2024
ADPAutomatic Data Processing Inc	$928K	0.30%	0.00%	-26.8%	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$913K	0.29%	Not reported	Not reported	Q1 2024
PEPPepsico Inc	$913K	0.29%	0.00%	-37.2%	Q1 2024
SLViShares Silver Trust	$838K	0.27%	0.00%	Not reported	Q1 2024
GLDMWorld Gold Trust	$828K	0.27%	0.00%	+27.2%	Q4 2024
PLTRPalantir Technologies Inc.	$825K	0.26%	0.00%	+62.6%	Q1 2024

Q3 2025Reported Nov 14, 2025541 positions
THROTheron Resource Group	$4.31M	1.45%	1.44%	Not reported	Q1 2025
WMTWalmart Inc.	$3.56M	1.20%	0.00%	Not reported	Q1 2024
MSFTMicrosoft Corp	$3.53M	1.19%	0.00%	Not reported	Q1 2024
CATCaterpillar Inc	$3.21M	1.08%	0.00%	Not reported	Q1 2024
PGPROCTER & GAMBLE Co	$3.15M	1.06%	0.00%	Not reported	Q1 2024
JNJJohnson & Johnson	$2.92M	0.99%	0.00%	Not reported	Q1 2024
AMZNAmazon Com Inc	$2.8M	0.95%	0.00%	Not reported	Q1 2024
AAPLApple Inc.	$2.74M	0.92%	0.00%	Not reported	Q1 2024
IBMInternational Business Machines Corp	$2.7M	0.91%	0.00%	Not reported	Q1 2024
AMGNAmgen Inc	$2.48M	0.84%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$2.45M	0.83%	0.00%	Not reported	Q1 2024
NVDANvidia Corp	$2.41M	0.81%	0.00%	Not reported	Q1 2024
MCDMcdonalds Corp	$2.4M	0.81%	0.00%	Not reported	Q1 2024
CVXChevron Corp	$2.33M	0.79%	0.00%	Not reported	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$2.33M	0.79%	Not reported	Not reported	Q1 2024
MMM3m Co	$2.15M	0.72%	0.00%	Not reported	Q1 2024
KOCoca Cola Co	$2.1M	0.71%	0.00%	Not reported	Q1 2024
SHWSherwin Williams Co	$2.08M	0.70%	0.00%	Not reported	Q1 2024
VVisa Inc.	$2.03M	0.69%	0.00%	Not reported	Q1 2024
GSGoldman Sachs Group Inc	$2M	0.68%	0.00%	Not reported	Q1 2024
HDHome Depot, Inc.	$1.99M	0.67%	0.00%	Not reported	Q1 2024
HONHoneywell International Inc	$1.94M	0.66%	0.00%	Not reported	Q1 2024
VZVerizon Communications Inc	$1.93M	0.65%	0.00%	Not reported	Q1 2024
MRKMerck & Co., Inc.	$1.87M	0.63%	0.00%	Not reported	Q1 2024
CSCOCisco Systems, Inc.	$1.84M	0.62%	0.00%	Not reported	Q1 2024
AXPAmerican Express Co	$1.83M	0.62%	0.00%	Not reported	Q1 2024
SHLDSears Holdings Corp	$1.79M	0.60%	0.02%	New	Q3 2025
UNHUnitedhealth Group Inc	$1.77M	0.60%	0.00%	Not reported	Q1 2024
DISWalt Disney Co	$1.66M	0.56%	0.00%	Not reported	Q1 2024
TRVTravelers Companies, Inc.	$1.61M	0.55%	0.00%	Not reported	Q1 2024
BABoeing Co	$1.59M	0.54%	0.00%	Not reported	Q1 2024
NKENIKE, Inc.	$1.53M	0.52%	0.00%	Not reported	Q1 2024
CRMSalesforce, Inc.	$1.45M	0.49%	0.00%	Not reported	Q1 2024
ADPAutomatic Data Processing Inc	$1.45M	0.49%	0.00%	Not reported	Q1 2024
PEPPepsico Inc	$1.42M	0.48%	0.00%	Not reported	Q1 2024
ORCLOracle Corp	$1.31M	0.44%	0.00%	Not reported	Q1 2024
GLDSPDR Gold Trust	$1.29M	0.44%	0.00%	Not reported	Q1 2024
COSTCostco Wholesale Corp	$1.29M	0.44%	0.00%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$1.27M	0.43%	0.00%	Not reported	Q1 2024
CHDChurch & Dwight Co Inc	$1.26M	0.43%	0.01%	Not reported	Q1 2024
MKCMccormick & Co Inc	$1.23M	0.41%	Not reported	Not reported	Q1 2024
CASYCaseys General Stores Inc	$1.1M	0.37%	0.01%	New	Q3 2025
METAMeta Platforms, Inc.	$1.09M	0.37%	Not reported	Not reported	Q1 2024
CHKPCheck Point Software Technologies Ltd	$1.07M	0.36%	0.00%	Not reported	Q1 2024
ROLRollins Inc	$1.07M	0.36%	0.00%	Not reported	Q1 2024
QQQInvesco QQQ Trust, Series 1	$1.05M	0.36%	Not reported	Not reported	Q1 2024
CORCencora, Inc.	$1.03M	0.35%	0.00%	Not reported	Q1 2024
BSXBoston Scientific Corp	$999K	0.34%	0.00%	Not reported	Q2 2024
FDSFactset Research Systems Inc	$990K	0.33%	0.01%	Not reported	Q1 2024
ABBVAbbVie Inc.	$988K	0.33%	0.00%	Not reported	Q1 2024

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