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GenWealth Group, Inc.13F | |
GenWealth Group, Inc. | |
Last update 2025-07-16 | 70 Stocks (6 new) |
Value $496.00 Mil | Turnover 27 % |
GenWealth Group, Inc. Top Holdings of 2025-06-30
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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 | +2.88% | +29.09% | 48,710.5 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 1,537,451 | 42,541.3 | +7.29% | 8.580 | +0.58% | 0.340 | +12.94% | +10.09% | 13,001.5 | ||
VUG | Vanguard Growth ETF | 91,915 | 40,295.8 | +7.43% | 8.130 | +0.56% | 0.020 | +25.10% | +10.01% | 165,393.5 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 388,469 | 37,203.7 | +1.91% | 7.500 | +0.14% | 0.110 | +1.32% | +4.35% | 34,844.8 | ||
VOO | Vanguard S&P 500 ETF | 57,472 | 32,645.9 | +10.93% | 6.580 | +0.65% | 0.010 | +18.82% | +8.89% | 663,622.4 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 192,302 | 26,668.4 | New Holding | 5.380 | +5.38% | 0.140 | +22.04% | +11.73% | 19,698.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 410,976 | 25,488.7 | New Holding | 5.140 | +5.14% | 0.030 | +16.09% | +3.97% | 98,717.1 | ||
QQQ | INVESCO QQQ Trust | 41,209 | 22,732.4 | +4,811.68% | 4.580 | +4.49% | 0.010 | +24.17% | +10.57% | 359,485.3 | ||
IVV | iShares Core S&P 500 ETF | 34,941 | 21,694.9 | +4,455.54% | 4.380 | +4.28% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
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 | +14.17% | +6.69% | 38,287.1 |
GenWealth Group, Inc.'s Historical Top Holdings Breakdowns
GenWealth Group, Inc.'s Top Stock Picks
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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 | $86.03 | -1.40% | 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 | $312.18 | 3.17% | 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 | $141.36 | 11.87% | 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 | $64.40 | 9.71% | New holding | 410,976 | 410,976 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +4.49% | 416.06 ($496.89) 551.64 | $563.81 | 13.47% | 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 | $637.33 | 11.04% | 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 | $450.21 | 8.48% | New holding | 47,338 | 47,338 | |
IAU | iShares Gold Trust | 2025-06-30 | Reduce Reduce | -1.43% | 56.1 ($61.92) 64.74 | $63.91 | 3.21% | 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 | $582.86 | 10.94% | 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 | $103.54 | -0.43% | Sold Out | 0 | -27,779 |
GenWealth Group, Inc. Total Holding History ($B)
GenWealth Group, Inc.'s Asset Allocation
GenWealth Group, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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GenWealth Group, Inc.'s Hypothetical Growth since 2025-06-30
GenWealth Group, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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GenWealth Group, Inc.'s Holdings Heat Map
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GenWealth Group, Inc.'s Holdings Bubble Chart
GenWealth Group, Inc. News
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