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CIK: 0001713678
Total reported value
$641.8M
$641.8M
74 檔
25.1%
According to the latest 13F quarterly dataset, GenWealth Group, Inc. managed an equity portfolio of $641.8M at the end of Q4 2024, spanning 74 distinct U.S. exchange-listed positions.
In Q4 2024, GenWealth Group, Inc. adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.98% | -1.94% | -0.50% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.34% | +0.23% | +208.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.00% | +0.60% | -2.40% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.21% | +0.39% | -2.60% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.20% | -0.48% | -15.32% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | +4.36% | -0.20% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.73% | +4.75% | NEW | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.48% | +4.38% | NEW | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.42% | +4.84% | +2.88% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.32% | +4.66% | NEW | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 3.53% | -0.17% | +8.25% | |
| 12 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 3.52% | -0.16% | +3.42% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.86% | -0.04% | +394.25% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.08% | -1.97% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.30% | +0.20% | -2.50% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.17% | -0.04% | +23.59% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.15% | -0.05% | +2.69% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | +0.06% | -5.57% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.96% | -0.17% | +21.06% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.62% | +0.22% | -6.11% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-Other | 1.52% | +0.57% | -6.63% | |
| 22 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.45% | +0.21% | -3.84% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.17% | +0.02% | -8.63% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | +0.06% | -10.35% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.02% | -4.72% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | +0.04% | +276.73% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.71% | +0.05% | -3.40% | |
| 28 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.67% | +0.01% | -1.55% | |
| 29 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.66% | +0.05% | -2.86% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.05% | -1.65% | |
| 31 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | -2.88% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.02% | -3.33% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | +0.02% | -3.20% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | — | +3.60% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | +0.05% | -0.19% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.34% | -0.02% | -0.97% | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.32% | -0.01% | -22.18% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.26% | -0.02% | +4.80% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.24% | -0.01% | -0.37% | |
| 40 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.22% | +0.01% | -3.16% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.22% | +0.04% | +151.84% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | — | -1.66% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.18% | -0.01% | -1.97% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.02% | +0.26% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.01% | +2.67% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.11% | — | -46.88% | |
| 47 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.10% | +0.01% | — | |
| 48 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.10% | — | -28.37% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.01% | -0.17% | |
| 50 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | +1.6% | +394.25% | Add |
| 2 | IWP | Ishares Russell Mid-cap Grow | +0.3% | -0.20% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.88% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.3% | -2.40% | Trim |
| 5 | USDU | Wisdomtree Bbg Usd Bullish | +0.2% | +3.42% | Add |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +23.59% | Add |
| 7 | VGLT | Vanguard Long-term Treasury | +0.1% | +21.06% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.20% | Trim |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -2.50% | Trim |
| 10 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 12 | VGIT | Vanguard Intermediate-term T | +0.1% | NEW | New buy |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 14 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.75% | Add |
| 15 | XOM | Exxon Mobil CORP | 0% | +70.11% | Add |
| 16 | ILCG | Ishares Morningstar Growth E | 0% | -2.86% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -1.66% | Trim |
| 18 | AAPL | Apple Inc | 0% | -3.33% | Trim |
| 19 | ALL | Allstate CORP | 0% | +25.84% | Add |
| 20 | FUN | Six Flags Entertainment CORP | 0% | — | Unchanged |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +4.80% | Add |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | — | +0.46% | Add |
| 23 | PFE | Pfizer Inc | 0% | -18.53% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -14.72% | Trim |
| 25 | GBIL | Goldman Sachs Access Treasur | 0% | -32.45% | Trim |
| 26 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 27 | USXF | Ishares Esg Advance Msci USA | 0% | -3.40% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | -0.17% | Trim |
| 29 | SCHX | Schwab US Large-cap ETF | 0% | +151.84% | Add |
| 30 | IWL | Ishares Russell Top 200 ETF | 0% | -28.37% | Trim |
| 31 | RAFE | Pimco Rafi Esg US ETF | 0% | -1.55% | Trim |
| 32 | IVE | Ishares S&p 500 Value ETF | 0% | -1.65% | Trim |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +2.69% | Add |
| 34 | VZ | Verizon Communications Inc | -0.1% | -42.32% | Trim |
| 35 | EL | Estee Lauder Companies-cl A | -0.1% | EXIT | Sold out |
| 36 | ORCL | Oracle CORP | -0.1% | EXIT | Sold out |
| 37 | IWF | Ishares Russell 1000 Growth | -0.1% | -10.35% | Trim |
| 38 | T | At&t Inc | -0.1% | -45.61% | Trim |
| 39 | SCHV | Schwab US Large-cap Value | -0.1% | +208.93% | Add |
| 40 | OEF | Ishares S&p 100 ETF | -0.1% | -8.63% | Trim |
| 41 | DDM | Proshares Ultra Dow30 | -0.1% | -3.84% | Trim |
| 42 | SSO | Proshares Ultra S&p500 | -0.1% | -6.11% | Trim |
| 43 | VOO | Vanguard S&p 500 ETF | -0.1% | -2.60% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -5.57% | Trim |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -22.18% | Trim |
| 46 | PEG | Public Service Enterprise Gp | -0.1% | EXIT | Sold out |
| 47 | TLH | Ishares 10-20 Year Treasury | -0.1% | -46.88% | Trim |
| 48 | IAU | Ishares Gold Trust | -0.2% | -0.50% | Trim |
| 49 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -0.4% | +8.25% | Add |
| 50 | IEF | Ishares 7-10 Year Treasury B | -1.4% | -15.32% | Trim |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.8M across 74 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHV, VUG) accounted for 25.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $212.8K
Top Position Liquidated / Trimmed
PEG
前期市值: $551.2K
During Q4 2024, GenWealth Group, Inc.'s top holdings by market value included IAU (9.0%)、SCHV (8.3%)、VUG (8.0%). The largest single position, IAU, represented 9.0% of total portfolio value.
In Q4 2024, GenWealth Group, Inc. made 48 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 27 holdings, and fully liquidating 3 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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