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GenWealth Group

Latest statistics and disclosures from GenWealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, VUG, SCHV, IEF, VOO, and represent 38.10% of GenWealth Group's stock portfolio.
Added to shares of these 10 stocks: ZROZ, SCHR, VGLT, SPTL, VOO, GOOG, IWP, SPYV, IEF, IJH.
Started 3 new stock positions in PG, VGT, GOOG.
Reduced shares in these 10 stocks: QQQ, IAU, FUN, SCHV, USFR, MAR, VUG, QLD, SPYG, IWL.
Sold out of its positions in FUN, MAR, USFR.
GenWealth Group was a net buyer of stock by $746k.
GenWealth Group has $406M in assets under management (AUM), dropping by 2.34%.
Central Index Key (CIK): 0001713678

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Positions held by GenWealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for GenWealth Group

GenWealth Group holds 65 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	8.8	$36M	-3%	817k	43.93	View chart
Vanguard Index Fds Growth Etf (VUG)	8.2	$33M		89k	374.01	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.0	$33M		439k	74.08	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.6	$27M		287k	93.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.5	$26M		53k	500.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$20M		36k	547.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.6	$19M	-7%	39k	479.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	4.4	$18M		45k	391.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	4.4	$18M		160k	110.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.2	$17M		291k	58.52	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	3.8	$15M	+8%	204k	75.09	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	3.4	$14M		506k	27.09	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.6	$11M		168k	64.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$9.7M		18k	544.22	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.3	$9.4M		118k	80.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.1	$8.7M	+2%	178k	48.74	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	2.0	$8.0M	+4%	293k	27.22	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.8	$7.3M	+7%	127k	57.68	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.7	$6.8M		82k	82.60	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.6	$6.6M		66k	99.81	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	1.4	$5.6M	+2%	68k	82.97	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$5.4M		20k	264.30	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.2	$4.7M	+13%	97k	48.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$3.9M		11k	364.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.3M		36k	92.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$3.2M	+4%	32k	100.84	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.8	$3.2M		68k	46.58	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.7	$3.0M		84k	35.24	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.7	$2.8M		34k	81.41	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.7	$2.7M		55k	50.06	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$2.7M		15k	182.01	View chart
Apple (AAPL)	0.5	$2.2M	-2%	10k	210.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.0M	-2%	6.6k	297.54	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$1.8M	+6%	65k	28.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.6M	+14%	10k	160.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.5M		8.7k	174.47	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$1.4M		19k	76.32	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$1.1M		9.3k	115.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.0M	-2%	16k	64.25	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$980k		9.5k	102.70	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$975k	+12%	8.8k	110.50	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$974k	-3%	7.4k	132.31	View chart
JPMorgan Chase & Co. (JPM)	0.2	$791k		3.9k	202.26	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$734k		3.4k	214.52	View chart
Meta Platforms Cl A (META)	0.1	$585k		1.2k	504.23	View chart
Microsoft Corporation (MSFT)	0.1	$578k		1.3k	446.95	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$554k	-16%	4.1k	133.95	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$437k		5.8k	74.82	View chart
Amgen (AMGN)	0.1	$429k		1.4k	312.45	View chart
Johnson & Johnson (JNJ)	0.1	$429k		2.9k	146.14	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$372k		3.0k	123.29	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$357k		2.8k	127.48	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$295k		9.3k	31.55	View chart
At&t (T)	0.1	$257k		13k	19.11	View chart
ConocoPhillips (COP)	0.1	$252k		2.2k	114.38	View chart
Honeywell International (HON)	0.1	$250k		1.2k	213.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$249k		2.2k	115.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$238k	NEW	1.3k	183.42	View chart
Verizon Communications (VZ)	0.1	$232k		5.6k	41.24	View chart
Lauder Estee Cos Cl A (EL)	0.1	$224k		2.1k	106.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$219k		539.00	406.80	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$209k	NEW	363.00	576.59	View chart
Procter & Gamble Company (PG)	0.0	$201k	NEW	1.2k	164.92	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$174k		15k	11.55	View chart
Global X Fds Glbx Suprinc Etf (SPFF)	0.0	$98k		11k	9.21	View chart

Past Filings by GenWealth Group

SEC 13F filings are viewable for GenWealth Group going back to 2017

GenWealth Group 2024 Q2 filed July 17, 2024
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

View all past filings

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