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GenWealth Group

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

Top 5 stock holdings are TLT, IAU, GLD, SCHV, IEF, and represent 49.24% of GenWealth Group's stock portfolio.
Added to shares of these 10 stocks: TLT (+$59M), GLD (+$43M), IEF (+$13M), VGLT (+$5.6M), ZROZ, MUB, SCHV, USDU, VOO, SHV.
Started 6 new stock positions in TLT, MUB, LLY, GLD, HYD, MUST.
Reduced shares in these 10 stocks: IWP (-$21M), IVV (-$20M), , IJH (-$19M), QQQ (-$17M), SCHR (-$11M), SPTL (-$7.8M), SPY, MAR, .
Sold out of its positions in GOOGL, GBIL, IWP, IJH, IJR, MAR, PFE, DIA, VGT.
GenWealth Group was a net buyer of stock by $17M.
GenWealth Group has $454M in assets under management (AUM), dropping by 3.25%.
Central Index Key (CIK): 0001713678

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Portfolio Holdings for GenWealth Group

GenWealth Group holds 71 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT)	13.0	$59M	NEW	647k	91.03	View chart
Ishares Gold Tr Ishares New (IAU)	10.3	$47M		796k	58.96	View chart
Spdr Gold Tr Gold Shs (GLD)	9.5	$43M	NEW	150k	288.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.4	$38M	+2%	1.4M	26.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	8.0	$36M	+54%	381k	95.37	View chart
Vanguard Index Fds Growth Etf (VUG)	7.0	$32M		86k	370.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.9	$27M	+2%	52k	513.91	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	4.6	$21M	+29%	293k	71.63	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	3.5	$16M	+4%	583k	27.26	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.2	$15M	+62%	253k	57.61	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.4	$11M	+2%	169k	65.76	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.1	$9.7M	+2%	190k	51.07	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.0	$9.2M		115k	80.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$8.6M	-4%	15k	559.39	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.5	$6.6M	+4%	80k	82.78	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	1.4	$6.5M	+5%	71k	91.49	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.3	$5.8M	+5%	65k	88.88	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$4.8M		18k	270.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$3.3M		9.3k	361.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$3.1M		33k	92.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$3.0M	+2%	118k	25.04	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.6	$2.9M		81k	36.33	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$2.9M	NEW	28k	105.44	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$2.9M		62k	46.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.8M		14k	190.58	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$2.6M		32k	80.99	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.6	$2.5M		50k	50.43	View chart
Apple (AAPL)	0.5	$2.4M	+13%	11k	222.13	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$2.2M	-83%	87k	24.86	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$2.1M	-79%	76k	27.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$2.0M		6.4k	306.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.8M	+6%	10k	172.74	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$1.8M	+52%	16k	110.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.6M		8.6k	188.16	View chart
Ishares Tr Morningstar Valu (ILCV)	0.3	$1.5M		19k	81.45	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$1.4M		51k	28.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M	+14%	47k	22.08	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.0M	-5%	8.7k	118.14	View chart
Meta Platforms Cl A (META)	0.2	$905k	+37%	1.6k	576.26	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$889k	-3%	6.5k	136.10	View chart
JPMorgan Chase & Co. (JPM)	0.2	$866k	-6%	3.5k	245.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$702k		3.3k	210.94	View chart
Johnson & Johnson (JNJ)	0.1	$602k	+25%	3.6k	165.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$577k	+100%	1.1k	532.58	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$577k	NEW	29k	20.14	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$575k	NEW	11k	51.18	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$497k	-5%	4.8k	103.76	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$480k		5.8k	82.18	View chart
Microsoft Corporation (MSFT)	0.1	$443k	-14%	1.2k	375.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$431k	-97%	767.00	561.94	View chart
Amgen (AMGN)	0.1	$428k		1.4k	311.55	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$407k		3.0k	137.41	View chart
At&t (T)	0.1	$395k		14k	28.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$393k	-97%	839.00	468.78	View chart
Exxon Mobil Corporation (XOM)	0.1	$373k		3.1k	118.91	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$365k		3.0k	120.93	View chart
Allstate Corporation (ALL)	0.1	$332k		1.6k	207.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$324k		2.6k	127.08	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$294k	+38%	5.8k	50.33	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$287k		9.3k	30.73	View chart
Tesla Motors (TSLA)	0.1	$265k	+93%	1.0k	259.16	View chart
Verizon Communications (VZ)	0.1	$255k		5.6k	45.36	View chart
Honeywell International (HON)	0.1	$240k		1.1k	211.75	View chart
Eli Lilly & Co. (LLY)	0.1	$231k	NEW	280.00	825.91	View chart
Six Flags Entertainment Corp (FUN)	0.1	$229k		6.4k	35.67	View chart
ConocoPhillips (COP)	0.0	$224k		2.1k	105.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$220k		1.4k	156.23	View chart
Automatic Data Processing (ADP)	0.0	$218k		712.00	305.53	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$210k		3.5k	59.40	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$169k		15k	11.22	View chart
Global X Fds Glbx Suprinc Etf (SPFF)	0.0	$95k		11k	8.97	View chart

Past Filings by GenWealth Group

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

GenWealth Group 2025 Q1 filed April 10, 2025
GenWealth Group 2024 Q4 filed Jan. 15, 2025
GenWealth Group 2024 Q3 filed Oct. 11, 2024
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

View all past filings

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