Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GEN-WEALTH PARTNERS INC | 08-13-2024 | 06-30-2024 | 647 | 206,960,631 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE PALMOLIVE CO COM | Stock | 51 | $948,910 | 9,779 | 0.00 | 0.00 | 630 | 6.89 | 06-30-2024 |
| EXXON MOBIL CORP COM | Stock | 52 | $917,249 | 7,968 | 0.00 | 0.00 | 220 | 2.84 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 53 | $906,763 | 3,799 | 0.00 | 0.00 | 720 | 23.38 | 06-30-2024 |
| PEPSICO INC COM | Stock | 54 | $901,958 | 5,469 | 0.00 | 0.00 | 525 | 10.62 | 06-30-2024 |
