Holdings of Gen-Wealth Partners Inc
636 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 28.4 % of the equity sleeve
Sector breakdown
- Funds 10.1 %
- Industrials 7.5 %
- Technology 7.1 %
- Financials 6.2 %
- Consumer staples 5.8 %
- Health care 5.7 %
- Consumer discretionary 5.1 %
- Communication 2.9 %
- Materials 1.9 %
- Utilities 1.1 %
- Energy 0.8 %
- Real estate 0.7 %
- Unattributed 45.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- DK 0.1 %
- NL 0.1 %
- GB 0.0 %
- TW 0.0 %
- ZA 0.0 %
- KY 0.0 %
- IL 0.0 %
- JP 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 623 | 293.8M $ | 99.79 % |
| 2 | DK | 1 | 290.5K $ | 0.10 % |
| 3 | NL | 2 | 193.1K $ | 0.07 % |
| 4 | GB | 4 | 78.8K $ | 0.03 % |
| 5 | TW | 1 | 40.9K $ | 0.01 % |
| 6 | ZA | 1 | 22.7K $ | 0.01 % |
| 7 | KY | 2 | 1.8K $ | 0.00 % |
| 8 | IL | 1 | 367 $ | 0.00 % |
| 9 | JP | 1 | 97 $ | 0.00 % |