The Analysis of GenWealth Group, Inc.'s Holdings
Currently, GenWealth Group, Inc. holds 75 types of securities in its portfolio with a total value $537.1M. In the most recent quarter, they have increased their positions in VGLT (+52.9K shares, valued at $3.0M), IAU (+35.1K shares, valued at $2.6M), IEF (+24.3K shares, valued at $2.3M); decreased their positions in VUG (-3.8K shares, valued at $1.8M), QLD (-11.8K shares, valued at $1.6M), IWP (-7.4K shares, valued at $1.1M); initiated new positions in SCHD (+14.3K shares, valued at $389.2K), ORCL (+877 shares, valued at $246.6K), GOOGL (+914 shares, valued at $222.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IAU ISHARES GOLD TR720.7K shares5.13%2025-09-302025-11-14
SCHV SCHWAB STRATEGIC TR1.5M shares0.51%2025-09-302025-11-14 VUG VANGUARD INDEX FDS88.2K shares-4.09%2025-09-302025-11-14 IEF ISHARES TR412.7K shares6.25%2025-09-302025-11-14 VOO VANGUARD INDEX FDS56.8K shares-1.24%2025-09-302025-11-14 IWP ISHARES TR184.9K shares-3.84%2025-09-302025-11-14 IJH ISHARES TR397.8K shares-3.20%2025-09-302025-11-14 QQQ INVESCO QQQ TR41.7K shares1.10%2025-09-302025-11-14 IVV ISHARES TR35.5K shares1.68%2025-09-302025-11-14 DIA SPDR DOW JONES INDL AVERAGE48.3K shares1.96%2025-09-302025-11-14 ZROZ PIMCO ETF TR326.0K shares10.38%2025-09-302025-11-14 VGLT VANGUARD SCOTTSDALE FDS321.3K shares19.71%2025-09-302025-11-14 USDU WISDOMTREE TR638.3K shares8.20%2025-09-302025-11-14 SPYM SPDR SERIES TRUST164.0K shares-4.41%2025-09-302025-11-14 SPYG SPDR SERIES TRUST112.2K shares-4.24%2025-09-302025-11-14 SPYV SPDR SERIES TRUST200.4K shares2.72%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR14.9K shares-2.23%2025-09-302025-11-14 SSO PROSHARES TR85.6K shares-5.99%2025-09-302025-11-14 QLD PROSHARES TR67.9K shares-14.81%2025-09-302025-11-14 DDM PROSHARES TR77.7K shares1.91%2025-09-302025-11-14 OEF ISHARES TR17.1K shares-3.83%2025-09-302025-11-14 IWF ISHARES TR8.8K shares-4.44%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR124.7K shares-2.09%2025-09-302025-11-14 IVW ISHARES TR31.8K shares-3.14%2025-09-302025-11-14 USXF ISHARES TR64.2K shares1.49%2025-09-302025-11-14 RAFE PIMCO EQUITY SER85.9K shares2.88%2025-09-302025-11-14 ILCG ISHARES TR31.4K shares-2.29%2025-09-302025-11-14 SNPE DBX ETF TR51.8K shares0.14%2025-09-302025-11-14 IVE ISHARES TR14.2K shares-1.20%2025-09-302025-11-14 AAPL APPLE INC10.4K shares-4.51%2025-09-302025-11-14 IWB ISHARES TR6.3K shares-1.19%2025-09-302025-11-14 SCHR SCHWAB STRATEGIC TR91.1K shares2.81%2025-09-302025-11-14 VTV VANGUARD INDEX FDS12.2K shares3.14%2025-09-302025-11-14 SPTL SPDR SERIES TRUST79.1K shares-0.07%2025-09-302025-11-14 SHV ISHARES TR15.7K shares-2.17%2025-09-302025-11-14 IWD ISHARES TR8.4K shares11.19%2025-09-302025-11-14 ILCV ISHARES TR17.8K shares-1.01%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR57.1K shares-3.02%2025-09-302025-11-14 SPTI SPDR SERIES TRUST48.8K shares0.00%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.4.0K shares-1.17%2025-09-302025-11-14 IYY ISHARES TR6.4K shares6.42%2025-09-302025-11-14 META META PLATFORMS INC1.3K shares-14.97%2025-09-302025-11-14 IEI ISHARES TR8.0K shares-0.33%2025-09-302025-11-14 IWY ISHARES TR3.3K shares-2.22%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON3.6K shares0.11%2025-09-302025-11-14 MSFT MICROSOFT CORP1.1K shares-3.31%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2025-09-302025-11-14 IWX ISHARES TR5.8K shares0.00%2025-09-302025-11-14 TSLA TESLA INC1.0K shares0.00%2025-09-302025-11-14 USFR WISDOMTREE TR8.8K shares38.57%2025-09-302025-11-14 TLH ISHARES TR4.2K shares-3.62%2025-09-302025-11-14 QQEW FIRST TR EXCHANGE-TRADED FD3.0K shares97.64%2025-09-302025-11-14 XOM EXXON MOBIL CORP3.8K shares-2.03%2025-09-302025-11-14 IUSG ISHARES TR2.5K shares-1.06%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR14.3K sharesnew addition2025-09-302025-11-14 AMGN AMGEN INC1.4K shares0.00%2025-09-302025-11-14 T AT&T INC12.7K shares-10.67%2025-09-302025-11-14 ALL ALLSTATE CORP1.6K shares0.00%2025-09-302025-11-14 IWL ISHARES TR2.0K shares-29.93%2025-09-302025-11-14 GOOG ALPHABET INC1.3K shares-5.32%2025-09-302025-11-14 PFF ISHARES TR9.3K shares0.00%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN920 shares29.21%2025-09-302025-11-14 ORCL ORACLE CORP877 sharesnew addition2025-09-302025-11-14 VGT VANGUARD WORLD FD330 shares-8.33%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC5.6K shares-0.41%2025-09-302025-11-14 HON HONEYWELL INTL INC1.1K shares0.00%2025-09-302025-11-14 GOOGL ALPHABET INC914 sharesnew addition2025-09-302025-11-14 LLY ELI LILLY & CO280 shares0.00%2025-09-302025-11-14 VGIT VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW807 shares0.00%2025-09-302025-11-14 EMR EMERSON ELEC CO1.6K shares0.00%2025-09-302025-11-14 IJR ISHARES TR1.7K sharesnew addition2025-09-302025-11-14 COP CONOCOPHILLIPS2.1K sharesnew addition2025-09-302025-11-14 PGX INVESCO EXCH TRADED FD TR II15.1K shares0.00%2025-09-302025-11-14 SPFF GLOBAL X FDS10.6K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available