GenWealth Group, Inc.
CIK 1713678
13F filing for Q2 2026・No. 3,365
- Holdings
- US$641.84M
- Quarter change
- +US$57.35M
- Entries
- 89
- Net bought (estimate)
- +US$18.77M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 9
- Cut 41
- Added 20
- Corporate actions 0
- Unchanged 15
Largest holdings
89 stocks worth US$641.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Cut | 1,681,637 | US$58.54M | 9.12% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 583,351 | US$50.25M | 7.83% |
| IEFISHARES TR7-10 YR TRSY BD | Added | 509,980 | US$48.23M | 7.51% |
| ISHARES GOLD TRISHARES NEW | Added | 636,522 | US$48.06M | 7.49% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 64,037 | US$43.98M | 6.85% |
| QQQInvesco QQQUNIT SER 1 | Added | 42,875 | US$31.57M | 4.92% |
| ISHARES TRRUS MD CP GR ETF | New | 208,254 | US$30.49M | 4.75% |
| IJHISHARES TRCORE S&P MCP ETF | New | 388,111 | US$29.93M | 4.66% |
| IVVISHARES TRCORE S&P500 ETF | Added | 38,119 | US$28.55M | 4.45% |
| STATE STR SPDR DOW JONES INDUT SER 1 | New | 53,785 | US$28.1M | 4.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.