GenWealth Group
Latest statistics and disclosures from GenWealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, SCHV, VUG, IEF, VOO, and represent 38.24% of GenWealth Group's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$18M), ZROZ (+$7.8M), IEF, SNPE, IAU, IWP, IVV, QQQ, DIA, USDU.
- Started 4 new stock positions in SNPE, USFR, MAR, IJH.
- Reduced shares in these 10 stocks: IWS (-$15M), SPTL (-$5.9M), ESGV, VUG, VOO, NUMG, NULG, ESGU, XJH, NULV.
- Sold out of its positions in GOOG, IWS, ESGU, XJH, NULG, NULV, NUMG, ESGV, VGIT.
- GenWealth Group was a net buyer of stock by $11M.
- GenWealth Group has $397M in assets under management (AUM), dropping by 9.65%.
- Central Index Key (CIK): 0001713678
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GenWealth Group holds 65 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by GenWealth Group
SEC 13F filings are viewable for GenWealth Group going back to 2017
- GenWealth Group 2024 Q1 filed April 11, 2024
- GenWealth Group 2023 Q4 filed Jan. 11, 2024
- GenWealth Group 2023 Q3 filed Nov. 13, 2023
- GenWealth Group 2023 Q2 filed July 13, 2023
- GenWealth Group 2023 Q1 filed April 11, 2023
- GenWealth Group 2022 Q4 filed Jan. 19, 2023
- GenWealth Group 2022 Q3 filed Oct. 14, 2022
- GenWealth Group 2022 Q2 filed July 28, 2022
- GenWealth Group 2022 Q1 filed May 5, 2022
- GenWealth Group 2021 Q4 filed Feb. 10, 2022
- GenWealth Group 2021 Q3 filed Oct. 19, 2021
- GenWealth Group 2021 Q2 filed July 26, 2021
- GenWealth Group 2021 Q1 filed April 26, 2021
- GenWealth Group 2020 Q4 filed Jan. 14, 2021
- GenWealth Group 2020 Q3 filed Oct. 19, 2020
- GenWealth Group 2020 Q2 filed July 16, 2020