GG

GenWealth Group, Inc.

13F
GenWealth Group, Inc.
Last update 2025-07-16 70 Stocks (6 new)
Value $496.00 Mil Turnover 27 %
Countries:
Top Holdings: IAU(8.62%)SCHV(8.58%)VUG(8.13%)IEF(7.50%)VOO(6.58%)
Summary Stock Picks Current Portfolio
GenWealth Group, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAU
iShares Gold Trust
685,552
42,751.0
-13.86%
8.620
-1.43%
0.090
+1.12%
+27.33%
48,047.4
 
SCHV
Schwab U.S. Large-Cap Value ETF
1,537,451
42,541.3
+7.29%
8.580
+0.58%
0.340
+11.17%
+9.53%
12,935.1
 
VUG
Vanguard Growth ETF
91,915
40,295.8
+7.43%
8.130
+0.56%
0.020
+20.61%
+10.77%
166,546.6
 
IEF
iShares 7-10 Year Treasury Bond ETF
388,469
37,203.7
+1.91%
7.500
+0.14%
0.110
+0.25%
+4.20%
34,793.2
 
VOO
Vanguard S&P 500 ETF
57,472
32,645.9
+10.93%
6.580
+0.65%
0.010
+15.76%
+9.12%
665,026.5
 
IWP
iShares Russell Mid-Cap Growth ETF
192,302
26,668.4
New Holding
5.380
+5.38%
0.140
+17.89%
+11.83%
19,716.5
 
IJH
iShares Core S&P Mid-Cap ETF
410,976
25,488.7
New Holding
5.140
+5.14%
0.030
+13.11%
+3.01%
97,812.7
 
QQQ
INVESCO QQQ Trust
41,209
22,732.4
+4,811.68%
4.580
+4.49%
0.010
+19.85%
+10.95%
360,719.0
 
IVV
iShares Core S&P 500 ETF
34,941
21,694.9
+4,455.54%
4.380
+4.28%
0.000
+15.78%
+9.14%
643,397.2
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
47,338
20,859.5
New Holding
4.210
+4.21%
0.050
+12.17%
+6.17%
38,100.1
 

GenWealth Group, Inc.'s Historical Top Holdings Breakdowns

GenWealth Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Sold Out
Sold Out
-12.98%
●
83.97 ($87.25) 92.85
$85.92
-1.53%
Sold Out
0
-646,612
GLD
SPDR Gold Shares ETF
2025-06-30
Sold Out
Sold Out
-9.51%
●
273.71 ($302.58) 316.29
$307.98
1.78%
Sold Out
0
-149,642
IWP
iShares Russell Mid-Cap Growth ETF
2025-06-30
New Buy
New Buy
+5.38%
●
104.34 ($126.36) 138.68
$141.49
11.97%
New holding
192,302
192,302
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
New Buy
New Buy
+5.14%
●
51.16 ($58.7) 62.02
$63.81
8.71%
New holding
410,976
410,976
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+4.49%
●
416.06 ($496.89) 551.64
$565.75
13.86%
Add 4811.68%
41,209
40,370
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+4.28%
●
498.8 ($573.99) 620.9
$638.51
11.24%
Add 4455.54%
34,941
34,174
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-06-30
New Buy
New Buy
+4.21%
●
376.48 ($415.03) 440.65
$448.01
7.95%
New holding
47,338
47,338
IAU
iShares Gold Trust
2025-06-30
Reduce
Reduce
-1.43%
●
56.1 ($61.92) 64.74
$63.04
1.81%
Reduce -13.86%
685,552
-110,327
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.65%
●
456.74 ($525.37) 568.03
$584.09
11.18%
Add 10.93%
57,472
5,663
MUB
iShares National Muni Bond ETF
2025-06-30
Sold Out
Sold Out
-0.65%
●
102.31 ($103.99) 105.8
$103.52
-0.45%
Sold Out
0
-27,779

GenWealth Group, Inc. Total Holding History ($B)

To

GenWealth Group, Inc.'s Asset Allocation

To

GenWealth Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GenWealth Group, Inc.'s Hypothetical Growth since 2025-06-30

GenWealth Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

GenWealth Group, Inc.'s Holdings Heat Map

Size field:

GenWealth Group, Inc.'s Holdings Bubble Chart

GenWealth Group, Inc. News

  • 1

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