Number of Shares
292,599.00
Current Holdings Value*
$20.96 Mil
% of Portfolio
4.62%
Total Estimate Gain
$-10.07 Mil
% of Total Estimate Gain
-17.35%

GenWealth Group, Inc.'s PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Holding Summary

As of 2025-03-31, GenWealth Group, Inc. held 292,599.00 shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ), totaling $20.96 Mil. This investment constitutes 4.62% of their stock portfolio, and GenWealth Group, Inc. now holds 1.33% of the outstanding PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ) stock.

The initial trade took place in 2019Q2. And since then GenWealth Group, Inc. has made 17 purchases of ZROZ, at an average price of $110.90, for a total of 523,231.00 shares. In addition, there have been 7 sales at an average price of $127.27 for 230,632.00 shares. Based on historical transaction data and ZROZ's current price of $63.60, GenWealth Group, Inc.'s estimated gain on his ZROZ holdings is $-10.07 Mil, reflecting a -17.35% gain to date.

GenWealth Group, Inc. ZROZ ($63.60) Holding Chart

GenWealth Group, Inc. ZROZ ($63.60) 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 %

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