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Home > Institutional Investor > Gen-wealth Partners Inc > Profile

Instuitional Investor - Gen-wealth Partners Inc

Fund Profile
Filing Period:
Fund Name: Gen-wealth Partners Inc
Portfolio Value $232,591,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 250,729 $17,285,281 7.43%
2.
Ishares Trust
 IEF 79,243 $8,045,512 3.45%
3.
Blackrock Etf Trust
 139,882 $7,168,951 3.08%
4.
Ishares Trust
 IEF 10,996 $6,473,136 2.78%
5.
Ishares Msci Usa Quality Factor Etf - ETF
 35,456 $6,314,085 2.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)