Holdings
Gen-Wealth Partners Inc
As of Jun 30, 2026, Gen-Wealth Partners Inc reported 497 positions worth US$169M. Largest: Caterpillar, Inc., Coca-cola Company (the) and Walmart Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 5,425 | US$5.78M | −191 | Jun 30, 2026 |
| Coca-cola Company (the) | 55,090 | US$4.48M | −1,162 | Jun 30, 2026 |
| Walmart Inc. | 31,795 | US$3.6M | −249 | Jun 30, 2026 |
| Micron Technology, Inc. | 2,852 | US$3.29M | +50 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 3,188 | US$3.22M | +107 | Jun 30, 2026 |
| Johnson & Johnson | 12,624 | US$3.21M | −689 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 9,777 | US$3.2M | +511 | Jun 30, 2026 |
| Microsoft Corp. | 8,442 | US$3.15M | +327 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 21,371 | US$3.13M | +85 | Jun 30, 2026 |
| Chevron Corporation | 18,384 | US$3.05M | +602 | Jun 30, 2026 |