GG

GenWealth Group, Inc.

13F
GenWealth Group, Inc.
Last update 2025-04-10 71 Stocks (6 new)
Value $454.00 Mil Turnover 30 %
Countries:
Top Holdings: TLT(12.98%)IAU(10.34%)GLD(9.51%)SCHV(8.40%)IEF(8.01%)
Summary Stock Picks Current Portfolio
GenWealth Group, Inc. Top Holdings of 2025-03-31 View Full List
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
-2.18%
-0.46%
48,351.1
 
IAU
iShares Gold Trust
795,879
46,925.0
-0.16%
10.340
-0.01%
0.110
+7.09%
+26.28%
47,101.9
 
GLD
SPDR Gold Shares ETF
149,642
43,117.8
New Holding
9.510
+9.51%
0.050
+7.06%
+26.18%
101,770.1
 
SCHV
Schwab U.S. Large-Cap Value ETF
1,432,925
38,087.2
+2.01%
8.400
+0.17%
0.320
+11.33%
+7.44%
12,776.8
 
IEF
iShares 7-10 Year Treasury Bond ETF
381,200
36,355.0
+54.20%
8.010
+2.82%
0.100
+0.19%
+2.55%
34,682.8
 
VUG
Vanguard Growth ETF
85,559
31,727.2
-0.12%
6.990
-0.01%
0.020
+20.31%
+7.81%
164,804.8
 
VOO
Vanguard S&P 500 ETF
51,809
26,625.1
+2.36%
5.870
+0.14%
0.000
+14.93%
+6.46%
655,100.6
 
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
-5.43%
-5.26%
1,473.8
 
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
-4.33%
-6.13%
163.6
 
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
-1.69%
-0.07%
9,676.2
 

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
2025-03-31
New Buy
New Buy
+12.98%
●
85.29 ($89.02) 92.57
$86.93
-2.35%
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
$305.52
15.53%
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
$627.03
6.18%
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
$139.69
8.67%
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
$444.52
2.78%
Sold Out
0
-46,269
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-4.32%
●
468.34 ($508.07) 539.52
$556.25
9.48%
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
$63.65
2.50%
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
$94.81
1.34%
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
$26.20
-1.69%
Reduce -79.16%
75,771
-287,777

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 2025-03-31

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

Discussions on GenWealth Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.