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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 %
Countries:
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
+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 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
$86.99
-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)

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

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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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