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CIK: 0001713678
Total reported value
$641.3M
$641.3M
74 檔
25.2%
According to the latest 13F quarterly dataset, GenWealth Group, Inc. managed an equity portfolio of $641.3M 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 42 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% | +1.36% | -0.50% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.34% | -0.53% | +208.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.00% | +0.16% | -2.40% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.21% | +0.21% | -2.60% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.20% | -0.10% | -15.32% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | +0.17% | -0.20% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.73% | -0.24% | -0.20% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.48% | -0.06% | +0.46% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.42% | -0.18% | +2.88% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.32% | -0.25% | +1.75% | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 3.53% | -0.35% | +8.25% | |
| 12 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 3.52% | +0.02% | +3.42% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.86% | -0.01% | +394.25% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.14% | -1.97% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.30% | +0.06% | -2.50% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.17% | -0.02% | +23.59% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.15% | -0.01% | +2.69% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | -0.04% | -5.57% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.96% | -0.05% | +21.06% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.62% | — | -6.11% | |
| 21 | QLD | Proshares Ultra Qqq | ETF-Other | 1.52% | -0.17% | -6.63% | |
| 22 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.45% | -0.15% | -3.84% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.17% | +0.01% | -8.63% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | -0.01% | -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% | -0.04% | -1.55% | |
| 29 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.66% | — | -2.86% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | — | -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% | +0.12% | -3.33% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | -0.01% | -3.20% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | +0.01% | +3.60% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | +0.01% | -0.19% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.34% | +0.01% | -0.97% | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.32% | +0.03% | -22.18% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.26% | — | +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% | — | -3.16% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.22% | — | +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% | +0.03% | +0.26% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | +0.04% | +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% | — | — | |
| 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% | — | — |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.3M across 74 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHV, VUG) accounted for 25.2% 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 68 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 42 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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