Long-term investor
Gen-wealth Partners Inc. @genwealthpartnersinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023375).
Record
- Tracked since 2025-06-30 (454 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +12.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 8.8% · long · since 2025-06-30
- 09290C103 · 4.0% · long · since 2025-06-30
- 464287309 · 3.4% · long · since 2025-06-30
- 464287200 · 3.1% · long · since 2025-06-30
- 464287408 · 3.0% · long · since 2025-06-30
- 09290C780 · 1.9% · long · since 2025-06-30
- 09290C764 · 1.9% · long · since 2026-03-31
- 464288240 · 1.8% · long · since 2026-03-31
- CAT · 1.6% · long · since 2025-06-30
- 09290C855 · 1.4% · long · since 2026-03-31
- 09290C806 · 1.3% · long · since 2025-06-30
- KO · 1.2% · long · since 2025-06-30