Institutional Fund
Gen-Wealth Partners Inc
Zeeland, MICIK 20233755 filings on record
Portfolio Value
$317.34M
Q1 2026
Holdings
727
Reported positions
New Buys
62
Opened this quarter
QoQ Change
+1.7%
from $311.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust5.6%
- Blackrock ETF Trust3.7%
- Ishares Tr3.3%
- Ishares Tr3.0%
- Ishares Tr2.8%
- Ishares Tr2.0%
- Other79.7%
Portfolio Holdings
727 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 233.5K | $17.87M | 5.6% | +14.6K | Added |
| 2 | Blackrock ETF Trust | 200.7K | $11.68M | 3.7% | +10.2K | Added |
| 3 | Ishares Tr | 48.9K | $10.31M | 3.3% | +2.0K | Added |
| 4 | Ishares Tr | 82.9K | $9.38M | 3.0% | +4.2K | Added |
| 5 | Ishares Tr | 13.7K | $8.92M | 2.8% | +2.2K | Added |
| 6 | Ishares Tr | 84.1K | $6.25M | 2.0% | −30.7K | Reduced |
| 7 | Blackrock ETF Trust | 177.8K | $5.72M | 1.8% | +177.8K | New |
| 8 | Ishares Tr | 26.0K | $4.99M | 1.6% | +1.5K | Added |
| 9 | Blackrock ETF Trust | 137.2K | $4.97M | 1.6% | +9.4K | Added |
| 10 | Ishares Tr | 71.1K | $4.87M | 1.5% | +71.1K | New |
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