GG
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GenWealth Group, Inc.13F | |
| GenWealth Group, Inc. | |
| Last update 2025-04-10 | 71 Stocks (6 new) |
| Value $454.00 Mil | Turnover 30 % |
GenWealth Group, Inc. Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLT | iShares 20+ Year Treasury Bond ETF | 646,612 | 58,861.1 | New Holding | 12.980 | +12.98% | 0.120 | +1.78% | +1.76% | 48,384.4 | ||
IAU | iShares Gold Trust | 795,879 | 46,925.0 | -0.16% | 10.340 | -0.01% | 0.110 | +4.78% | +26.58% | 47,214.9 | ||
GLD | SPDR Gold Shares ETF | 149,642 | 43,117.8 | New Holding | 9.510 | +9.51% | 0.050 | +4.74% | +26.46% | 101,996.7 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 1,432,925 | 38,087.2 | +2.01% | 8.400 | +0.17% | 0.320 | +15.85% | +9.32% | 12,863.4 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 381,200 | 36,355.0 | +54.20% | 8.010 | +2.82% | 0.100 | +1.75% | +4.46% | 34,664.5 | ||
VUG | Vanguard Growth ETF | 85,559 | 31,727.2 | -0.12% | 6.990 | -0.01% | 0.020 | +25.36% | +8.05% | 164,760.1 | ||
VOO | Vanguard S&P 500 ETF | 51,809 | 26,625.1 | +2.36% | 5.870 | +0.14% | 0.000 | +19.71% | +7.47% | 657,019.3 | ||
ZROZ |
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
| 292,599 | 20,958.8 | +29.35% | 4.620 | +1.05% | 1.330 | +0.74% | -2.90% | 1,476.5 | ||
USDU |
WisdomTree Bloomberg U.S. Dollar Bullish Fund
WisdomTree Bloomberg U.S. Dollar Bullish Fund
| 582,583 | 15,881.2 | +4.19% | 3.500 | +0.14% | 7.670 | -2.59% | -6.15% | 163.5 | ||
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 252,862 | 14,567.4 | +62.19% | 3.210 | +1.23% | 0.150 | +1.77% | +2.21% | 9,685.0 |
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 | 2025-03-31 | New Buy New Buy | +12.98% | 85.29 ($89.02) 92.57 | $86.99 | -2.28% | New holding | 646,612 | 646,612 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | New Buy New Buy | +9.51% | 243.19 ($264.45) 288.14 | $306.20 | 15.79% | New holding | 149,642 | 149,642 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -4.77% | 554.06 ($590.51) 615.85 | $628.85 | 6.49% | Reduce -97.89% | 767 | -35,542 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -4.73% | 114.9 ($128.55) 139.6 | $139.00 | 8.13% | Sold Out | 0 | -163,909 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | Sold Out Sold Out | -4.48% | 408.78 ($432.49) 448.82 | $446.50 | 3.24% | Sold Out | 0 | -46,269 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -4.32% | 468.34 ($508.07) 539.52 | $555.45 | 9.33% | Reduce -97.79% | 839 | -37,182 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Sold Out Sold Out | -4.32% | 57.21 ($62.1) 65.8 | $63.99 | 3.04% | Sold Out | 0 | -304,374 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Add Add | +2.82% | 91.17 ($93.56) 95.39 | $94.76 | 1.28% | Add 54.2% | 381,200 | 133,993 | |
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 2025-03-31 | Reduce Reduce | -2.38% | 24.05 ($24.48) 24.86 | $24.82 | 1.39% | Reduce -83.11% | 87,379 | -430,029 | |
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 2025-03-31 | Reduce Reduce | -1.72% | 25.54 ($26.65) 27.64 | $26.22 | -1.61% | Reduce -79.16% | 75,771 | -287,777 |
GenWealth Group, Inc. Total Holding History ($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 2025-03-31
GenWealth Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
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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