Gen-wealth Partners Inc.
Gen-Wealth Partners Inc is a registered investment advisory firm headquartered in Zeeland, Michigan. The firm specializes in comprehensive wealth management and retirement income planning, serving primarily high-net-worth individuals and retirees. As an independent advisor, Gen-Wealth Partners emphasizes objective and unbiased recommendations tailored to client needs. The firm manages approximately $258 million in assets and has a team of experienced professionals focused on long-term client relationships and holistic financial planning.
Investment Strategy
Gen-Wealth Partners Inc provides comprehensive wealth management with a primary focus on retirement income planning, risk tolerance assessment, and long-term financial goals. The team creates tailored investment strategies using diversified portfolios of equities and ETFs, including S&P 500 index trackers and factor-based strategies. The firm maintains an independent and client-centric approach, prioritizing stability, risk management, and the achievement of client life goals, especially for retirees concerned with inflation, taxation, and healthcare costs.
Top Holdings
Equity Positions (637)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR PORTFOLIO S&P 500 ETF | 5.16% | $13.4M | 183,870 | $61.62 | $72.69 | -$3.7M |
E EFV | ISHARES MSCI EAFE VALUE ETF | 3.17% | $8.2M | 129,427 | $57.82 | $63.48 | +$2.7M |
D DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3.10% | $8.0M | 147,530 | $45.75 | $54.46 | +$1.0M |
I IVW | ISHARES S&P 500 GROWTH ETF | 2.98% | $7.7M | 70,173 | $88.09 | $110.10 | +$428.1K |
Q QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2.87% | $7.4M | 40,605 | $166.65 | $182.82 | +$943.2K |