The Analysis of GenWealth Group, Inc.'s Holdings


Currently, GenWealth Group, Inc. holds 83 types of securities in its portfolio with a total value $586.5M. In the most recent quarter, they have increased their positions in TLH (+61.2K shares, valued at $6.2M), SSO (+84.7K shares, valued at $5.0M), DDM (+82.2K shares, valued at $4.9M); decreased their positions in ZROZ (-72.8K shares, valued at $4.7M), N/A (-32.4K shares, valued at $2.7M), USDU (-57.9K shares, valued at $1.5M); initiated new positions in SGOV (+23.8K shares, valued at $2.4M), NVDA (+3.3K shares, valued at $624.5K), NFLX (+5.6K shares, valued at $510.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ISHARES GOLD TR ISHARES GOLD TR688.3K shares-4.50%2025-12-312026-01-12history
SCHV SCHWAB STRATEGIC TR1.6M shares6.64%2025-12-312026-01-12history
VUG VANGUARD INDEX FDS91.2K shares3.45%2025-12-312026-01-12history
IEF ISHARES TR457.2K shares10.77%2025-12-312026-01-12history
VANGUARD INDEX FDS VANGUARD INDEX FDS60.1K shares5.95%2025-12-312026-01-12history
IWP ISHARES TR202.8K shares9.68%2025-12-312026-01-12history
IJH ISHARES TR415.6K shares4.48%2025-12-312026-01-12history
INVESCO QQQ TR INVESCO QQQ TR43.7K shares4.93%2025-12-312026-01-12history
Sponsored
IVV ISHARES TR37.6K shares5.83%2025-12-312026-01-12history
DIA SPDR DOW JONES INDL AVERAGE51.4K shares6.44%2025-12-312026-01-12history
VGLT VANGUARD SCOTTSDALE FDS353.0K shares9.88%2025-12-312026-01-12history
ZROZ PIMCO ETF TR253.2K shares-22.34%2025-12-312026-01-12history
USDU WISDOMTREE TR580.4K shares-9.07%2025-12-312026-01-12history
SPYM SPDR SERIES TRUST162.8K shares-0.71%2025-12-312026-01-12history
SPYG SPDR SERIES TRUST113.4K shares1.12%2025-12-312026-01-12history
SPYV SPDR SERIES TRUST207.9K shares3.77%2025-12-312026-01-12history
Sponsored
SPY SPDR S&P 500 ETF TR14.9K shares-0.15%2025-12-312026-01-12history
SSO PROSHARES TR170.2K shares98.92%2025-12-312026-01-12history
QLD PROSHARES TR135.1K shares98.95%2025-12-312026-01-12history
DDM PROSHARES TR160.0K shares105.80%2025-12-312026-01-12history
TLH ISHARES TR65.4K shares1446.77%2025-12-312026-01-12history
OEF ISHARES TR17.1K shares-0.13%2025-12-312026-01-12history
AAPL APPLE INC19.9K shares90.38%2025-12-312026-01-12history
IWF ISHARES TR8.7K shares-0.92%2025-12-312026-01-12history
Sponsored
SCHG SCHWAB STRATEGIC TR123.0K shares-1.34%2025-12-312026-01-12history
IVW ISHARES TR31.6K shares-0.79%2025-12-312026-01-12history
USXF ISHARES TR63.6K shares-0.92%2025-12-312026-01-12history
RAFE PIMCO EQUITY SER85.0K shares-1.08%2025-12-312026-01-12history
ILCG ISHARES TR31.4K shares-0.09%2025-12-312026-01-12history
SNPE DBX ETF TR50.4K shares-2.80%2025-12-312026-01-12history
IVE ISHARES TR14.2K shares-0.13%2025-12-312026-01-12history
VTV VANGUARD INDEX FDS14.2K shares15.87%2025-12-312026-01-12history
Sponsored
SGOV ISHARES TR23.8K sharesnew addition2025-12-312026-01-12history
IWB ISHARES TR6.3K shares-0.25%2025-12-312026-01-12history
SCHR SCHWAB STRATEGIC TR92.3K shares1.32%2025-12-312026-01-12history
SPTL SPDR SERIES TRUST81.2K shares2.67%2025-12-312026-01-12history
SHV ISHARES TR17.7K shares13.38%2025-12-312026-01-12history
IWD ISHARES TR8.2K shares-2.73%2025-12-312026-01-12history
ILCV ISHARES TR17.5K shares-1.62%2025-12-312026-01-12history
SCHX SCHWAB STRATEGIC TR55.3K shares-3.03%2025-12-312026-01-12history
Sponsored
JPM JPMORGAN CHASE & CO.4.3K shares8.11%2025-12-312026-01-12history
SPTI SPDR SERIES TRUST48.8K shares0.00%2025-12-312026-01-12history
IYY ISHARES TR6.4K shares0.00%2025-12-312026-01-12history
IEI ISHARES TR8.0K shares-0.52%2025-12-312026-01-12history
META META PLATFORMS INC1.4K shares4.87%2025-12-312026-01-12history
IWY ISHARES TR3.1K shares-5.69%2025-12-312026-01-12history
JNJ JOHNSON & JOHNSON3.9K shares7.96%2025-12-312026-01-12history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares23.58%2025-12-312026-01-12history
Sponsored
NVDA NVIDIA CORPORATION3.3K sharesnew addition2025-12-312026-01-12history
ALPHABET INC ALPHABET INC2.0K shares115.32%2025-12-312026-01-12history
TSLA TESLA INC1.4K shares39.43%2025-12-312026-01-12history
ALPHABET INC ALPHABET INC1.8K shares38.28%2025-12-312026-01-12history
USFR WISDOMTREE TR11.3K shares27.68%2025-12-312026-01-12history
IWX ISHARES TR5.8K shares0.00%2025-12-312026-01-12history
NFLX NETFLIX INC5.6K sharesnew addition2025-12-312026-01-12history
MSFT MICROSOFT CORP1.1K shares-7.89%2025-12-312026-01-12history
Sponsored
AMGN AMGEN INC1.4K shares5.17%2025-12-312026-01-12history
BROADCOM INC BROADCOM INC1.4K sharesnew addition2025-12-312026-01-12history
AMZN AMAZON COM INC1.9K sharesnew addition2025-12-312026-01-12history
QQEW FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2025-12-312026-01-12history
IUSG ISHARES TR2.5K shares0.00%2025-12-312026-01-12history
LLY ELI LILLY & CO401 shares43.21%2025-12-312026-01-12history
SCHD SCHWAB STRATEGIC TR14.3K shares0.00%2025-12-312026-01-12history
IWL ISHARES TR2.0K shares0.00%2025-12-312026-01-12history
Sponsored
ALL ALLSTATE CORP1.6K shares0.00%2025-12-312026-01-12history
XOM EXXON MOBIL CORP2.7K shares-27.09%2025-12-312026-01-12history
T AT&T INC13.4K shares5.78%2025-12-312026-01-12history
MAR MARRIOTT INTL INC NEW965 shares19.58%2025-12-312026-01-12history
HON HONEYWELL INTL INC1.5K shares30.22%2025-12-312026-01-12history
PFF ISHARES TR9.3K shares0.00%2025-12-312026-01-12history
VZ VERIZON COMMUNICATIONS INC6.5K shares16.55%2025-12-312026-01-12history
VGT VANGUARD WORLD FD330 shares0.00%2025-12-312026-01-12history
Sponsored
ORCL ORACLE CORP1.3K shares44.24%2025-12-312026-01-12history
ADP AUTOMATIC DATA PROCESSING IN920 shares0.00%2025-12-312026-01-12history
PM PHILIP MORRIS INTL INC1.4K sharesnew addition2025-12-312026-01-12history
BAC BANK AMERICA CORP3.7K sharesnew addition2025-12-312026-01-12history
IJR ISHARES TR1.7K shares0.35%2025-12-312026-01-12history
VGIT VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-12-312026-01-12history
COP CONOCOPHILLIPS2.1K shares0.00%2025-12-312026-01-12history
EMR EMERSON ELEC CO1.4K shares-10.47%2025-12-312026-01-12history
Sponsored
COST COSTCO WHSL CORP NEW226 sharesnew addition2025-12-312026-01-12history
PGX INVESCO EXCH TRADED FD TR II15.1K shares0.00%2025-12-312026-01-12history
SPFF GLOBAL X FDS10.6K shares0.00%2025-12-312026-01-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available