account_balance

Investment manager · 13F filer · SEC CIK 1713678

GenWealth Group, Inc.

Reported value$641Mas of Sep 30, 2026
Positions88 3 new, 4 sold out
Top 10 weight62.5%IAU alone is 9%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IAU iShares Gold Trust 8.8% Added +14%
SCHV Schwab Strategic Tr 8.6% Held
VUG Vanguard Index FDS 8.0% Trimmed −3%
IEF iShares Tr 7.4% Added +4%
VOO Vanguard Index FDS 7.1% Held
QQQ Invesco QQQ Tr 4.7% Trimmed −4%
IVV iShares Tr 4.6% Held
IWP iShares Tr 4.5% Held
IJH iShares Tr 4.4% Held
DIA SPDR Dow Jones Industrial Average ETF Trust 4.3% Held
ZROZ Pimco ETF Tr 3.7% Added +8%
VGLT Vanguard Scottsdale FDS 3.5% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 10, 2026 filing
add_circleNew
arrow_upwardAdded
  • SPTI +15%
  • IAU +14%
  • ZROZ +8%
  • VGLT +8%
arrow_downwardTrimmed
  • RAFE −9%
  • QLD −8%
  • USXF −6%
  • SNPE −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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