Number of Shares
589,940.00
Current Holdings Value*
$15.20 Mil
% of Portfolio
3.07%
Total Estimate Gain
$-804,240.91
% of Total Estimate Gain
-4.91%

GenWealth Group, Inc.'s WisdomTree Bloomberg U.S. Dollar Bullish Fund Holding Summary

As of 2025-06-30, GenWealth Group, Inc. held 589,940.00 shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund(USDU), totaling $15.20 Mil. This investment constitutes 3.07% of their stock portfolio, and GenWealth Group, Inc. now holds 11.8% of the outstanding WisdomTree Bloomberg U.S. Dollar Bullish Fund(USDU) stock.

The initial trade took place in 2022Q3. And since then GenWealth Group, Inc. has made 11 purchases of USDU, at an average price of $27.39, for a total of 598,431.00 shares. In addition, there have been 1 sales at an average price of $27.37 for 8,491.00 shares. Based on historical transaction data and USDU's current price of $26.03, GenWealth Group, Inc.'s estimated gain on his USDU holdings is $-804,240.91, reflecting a -4.91% gain to date.

GenWealth Group, Inc. USDU ($26.03) Holding Chart

GenWealth Group, Inc. USDU ($26.03) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1