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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, 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 IJH, SNPE, MAR, USFR.
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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Portfolio Holdings for GenWealth Group

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	9.0	$36M	+4%	846k	42.01	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.5	$34M	+2%	442k	75.98	View chart
Vanguard Index Fds Growth Etf (VUG)	7.7	$31M	-5%	89k	344.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.8	$27M	+12%	285k	94.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$25M	-4%	52k	480.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$19M	+5%	43k	444.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.7	$19M	+6%	36k	525.73	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	4.5	$18M	+7%	158k	114.14	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	4.5	$18M	+6%	45k	397.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$18M	NEW	287k	60.74	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	3.8	$15M	+109%	188k	79.25	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	3.3	$13M	+7%	502k	26.20	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.6	$10M		167k	61.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$9.4M		18k	523.07	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.2	$8.7M	+2%	119k	73.15	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.2	$8.7M	+3%	173k	50.10	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	2.0	$7.8M	-42%	280k	27.94	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.8	$7.0M		118k	59.24	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.6	$6.4M	+4%	83k	77.52	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.5	$5.9M	+3%	67k	87.48	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	1.5	$5.8M	+12%	67k	87.08	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$5.1M	-5%	21k	247.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.0	$4.2M	+16%	85k	49.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$3.6M		11k	337.05	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.8	$3.1M	-4%	68k	45.15	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.8	$3.0M		85k	35.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.0M	-3%	36k	84.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$2.8M	+6%	31k	92.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$2.8M	-2%	15k	186.81	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.7	$2.7M	NEW	56k	47.83	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.7	$2.6M		35k	75.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.0M		6.8k	288.03	View chart
Apple (AAPL)	0.5	$1.8M		11k	171.47	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$1.7M	+25%	61k	28.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.6M		8.8k	179.11	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$1.5M		19k	76.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.4M	+19%	8.8k	162.86	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$1.1M	-12%	9.5k	115.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.0M	+17%	17k	62.06	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$1.0M	-5%	9.7k	105.03	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$979k		7.6k	128.09	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$864k	-15%	7.8k	110.54	View chart
JPMorgan Chase & Co. (JPM)	0.2	$786k		3.9k	200.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$680k		3.5k	195.10	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$630k		5.0k	127.12	View chart
Meta Platforms Cl A (META)	0.1	$563k	+4%	1.2k	485.58	View chart
Microsoft Corporation (MSFT)	0.1	$544k	+21%	1.3k	420.72	View chart
Johnson & Johnson (JNJ)	0.1	$463k		2.9k	158.21	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$445k		5.8k	76.32	View chart
Amgen (AMGN)	0.1	$391k		1.4k	284.32	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$373k	-34%	3.0k	123.90	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$330k		2.8k	117.21	View chart
Lauder Estee Cos Cl A (EL)	0.1	$324k	+20%	2.1k	154.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$301k		9.3k	32.23	View chart
ConocoPhillips (COP)	0.1	$281k	+2%	2.2k	127.28	View chart
Cedar Fair Depositry Unit (FUN)	0.1	$270k		6.4k	41.90	View chart
Exxon Mobil Corporation (XOM)	0.1	$253k	+7%	2.2k	116.23	View chart
Honeywell International (HON)	0.1	$240k	+3%	1.2k	205.25	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$236k	NEW	4.7k	50.29	View chart
At&t (T)	0.1	$236k		13k	17.60	View chart
Verizon Communications (VZ)	0.1	$234k		5.6k	41.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$227k	-9%	539.00	420.52	View chart
Marriott Intl Cl A (MAR)	0.1	$204k	NEW	807.00	252.31	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$179k		15k	11.88	View chart
Global X Fds Glbx Suprinc Etf (SPFF)	0.0	$101k		11k	9.46	View chart

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

View all past filings

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