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CIK: 0001713678
Total reported value
$641.8M
$641.8M
73 檔
25.9%
As reported in its official Q3 2024 Form 13F filing, GenWealth Group, Inc.'s tracked investment portfolio stood at $641.8M with 73 total positions.
In Q3 2024, GenWealth Group, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.16% | -1.94% | -1.98% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.40% | +0.23% | +3.68% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.75% | +0.60% | -1.11% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.59% | -0.48% | +1.67% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.30% | +0.39% | -1.15% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.82% | +4.36% | +1.09% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.48% | +4.38% | NEW | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.43% | +4.75% | NEW | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.29% | +4.66% | NEW | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.15% | +4.84% | -6.23% | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 3.96% | -0.17% | +2.63% | |
| 12 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 3.30% | -0.16% | +6.95% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | +0.08% | +0.36% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.25% | +0.20% | +0.31% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.24% | +0.06% | -4.34% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.19% | -0.05% | +1.48% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.97% | -0.04% | +0.43% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.82% | -0.17% | +1.65% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.70% | +0.22% | -0.58% | |
| 20 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.53% | +0.21% | +2.49% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-Other | 1.53% | +0.57% | +0.01% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.24% | +0.02% | -4.31% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.22% | -0.04% | +8.49% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | +0.06% | -2.12% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.02% | -2.18% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | +0.04% | -4.39% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.73% | +0.05% | -4.90% | |
| 28 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.70% | +0.01% | -2.75% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.05% | -1.05% | |
| 30 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.64% | +0.05% | -2.75% | |
| 31 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.61% | +0.02% | -7.58% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.02% | -7.52% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.48% | +0.02% | -0.44% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.44% | -0.01% | +0.47% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | +0.05% | -1.04% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | — | -7.40% | |
| 37 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.35% | -0.02% | -0.28% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.01% | -1.19% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | +0.04% | -0.02% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.02% | +12.49% | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.24% | — | -0.25% | |
| 42 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.22% | +0.01% | -5.39% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | -1.74% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.17% | -0.01% | -0.41% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.02% | -1.64% | |
| 46 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.13% | — | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.01% | +4.17% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.13% | -0.03% | +90.36% | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.13% | — | — | |
| 50 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.8M across 73 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHV, VUG) accounted for 25.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
PEG
市值: $551.2K
Top Position Liquidated / Trimmed
PG
前期市值: $201.4K
During Q3 2024, GenWealth Group, Inc.'s top holdings by market value included IAU (9.2%)、SCHV (8.4%)、VUG (7.8%). The largest single position, IAU, represented 9.2% of total portfolio value.
In Q3 2024, GenWealth Group, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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