account_balance

Investment manager · 13F filer · SEC CIK 2023375

Gen-Wealth Partners Inc

Reported value$356Mas of Sep 30, 2026

Positions761 91 new, 51 sold out

Top 10 weight35.7%SPYM alone is 10%

FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYMState Street SPDR Portfolio S&P 500 ETF

9.5%Added +5%

DYNFiShares U.S. Equity Factor Rotation Active ETF

4.3%Added +4%

ACWXiShares MSCI Acwi Ex U.S. ETF

4.1%Added +125%

IVWiShares S&P 500 Growth ETF

3.8%Added +7%

IVViShares Core S&P 500 ETF

3.2%

IVEiShares S&P 500 Value ETF

3.2%Added +2%

COROiShares International Country Rotation Active ETF

2.8%Added +46%

BLCRiShares Large Cap Core Active ETF

1.9%Added +39%

BAIiShares A.I. Innovation and Tech Active ETF

1.6%−11%

THROiShares U.S. Thematic Rotation Active ETF

1.4%

MSFTMicrosoft Corp

1.3%+11%

IUSBiShares Core Total Usd Bond Market ETF

1.3%

SPYMState Street SPDR Portfolio S&P 500 ETF

9.5%Added +5%

DYNFiShares U.S. Equity Factor Rotation Active ETF

4.3%

ACWXiShares MSCI Acwi Ex U.S. ETF

4.1%

IVWiShares S&P 500 Growth ETF

3.8%

IVViShares Core S&P 500 ETF

3.2%

IVEiShares S&P 500 Value ETF

3.2%

COROiShares International Country Rotation Active ETF

2.8%

BLCR1.9%

BAI1.6%

THRO

MSFT

IUSB

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPYM State Street SPDR Portfolio S&P 500 ETF 9.5% Added +5%

DYNF iShares U.S. Equity Factor Rotation Active ETF 4.3% Added +4%

ACWX iShares MSCI Acwi Ex U.S. ETF 4.1% Added +125%

IVW iShares S&P 500 Growth ETF 3.8% Added +7%

IVV iShares Core S&P 500 ETF 3.2% Held

IVE iShares S&P 500 Value ETF 3.2% Added +2%

CORO iShares International Country Rotation Active ETF 2.8% Added +46%

BLCR iShares Large Cap Core Active ETF 1.9% Added +39%

BAI iShares A.I. Innovation and Tech Active ETF 1.6% Trimmed −11%

THRO iShares U.S. Thematic Rotation Active ETF 1.4% Added +5%

MSFT Microsoft Corp 1.3% Added +11%

IUSB iShares Core Total Usd Bond Market ETF 1.3% Added +27%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Aug 10, 2026 filing

add_circleNew

BX $973K
MBBA $356K
SCHB $236K
SMTC $175K

arrow_upwardAdded

TPR +40100%
EME +183%
ACWX +125%
GOOGL +80%

arrow_downwardTrimmed

MU −49%
IEMG −37%
AMD −32%
EFV −28%

remove_circleSold out

CE $799K
APP $292K
CLS $127K
IAGG $58.7K

Gen-Wealth Partners Inc

Where the money is

Biggest moves since Jun 30, 2026

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