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The Analysis of GenWealth Group, Inc.'s Holdings & P&L

Currently, GenWealth Group, Inc. holds 85 types of securities in its portfolio with a total value $584.5M. In the most recent quarter, they have increased their positions in SHY (+996.3K shares, valued at $82.3M), TLT (+577.8K shares, valued at $50.1M), ZROZ (+133.1K shares, valued at $8.5M); decreased their positions in N/A (-42.9K shares, valued at $24.7M), IVV (-36.8K shares, valued at $24.1M), N/A (-63.1K shares, valued at $5.6M); initiated new positions in SHY (+996.3K shares, valued at $82.3M), TLT (+577.8K shares, valued at $50.1M), PLTR (+6.5K shares, valued at $951.4K).

1M P&L

+4.0M+0.83%

3M P&L

-204.3M-29.72%

HY P&L

-196.5M-28.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A445.0M

96.7%

2Consumer Electronics5.2M

1.1%

3Drug Manufacturers - General1.7M

0.4%

Top Industries by Stock Count

1N/A52 stocks

68.4%

2Drug Manufacturers - General3 stocks

3.9%

3Telecom Services2 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHY ISHARES TR996.3K sharesnew addition2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR625.2K shares-9.16%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR1.7M shares3.37%2026-03-312026-05-11

TLT ISHARES TR577.8K sharesnew addition2026-03-312026-05-11

IEF ISHARES TR489.3K shares7.02%2026-03-312026-05-11

VUG VANGUARD INDEX FDS96.7K shares6.05%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS63.2K shares5.07%2026-03-312026-05-11

ZROZ PIMCO ETF TR386.3K shares52.57%2026-03-312026-05-11

Sponsored

VGLT VANGUARD SCOTTSDALE FDS393.8K shares11.57%2026-03-312026-05-11

USDU WISDOMTREE TR759.2K shares30.82%2026-03-312026-05-11

SPYM SPDR SERIES TRUST172.2K shares5.78%2026-03-312026-05-11

SPYV SPDR SERIES TRUST216.4K shares4.06%2026-03-312026-05-11

SPYG SPDR SERIES TRUST118.8K shares4.72%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T14.9K shares-0.47%2026-03-312026-05-11

SSO PROSHARES TR175.1K shares2.87%2026-03-312026-05-11

DDM PROSHARES TR165.5K shares3.45%2026-03-312026-05-11

Sponsored

QLD PROSHARES TR140.0K shares3.59%2026-03-312026-05-11

OEF ISHARES TR17.0K shares-0.73%2026-03-312026-05-11

AAPL APPLE INC19.9K shares0.25%2026-03-312026-05-11

RAFE PIMCO EQUITY SER90.2K shares6.06%2026-03-312026-05-11

IWF ISHARES TR8.7K shares-0.09%2026-03-312026-05-11

USXF ISHARES TR65.0K shares2.22%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR123.0K shares-0.02%2026-03-312026-05-11

IVW ISHARES TR31.5K shares-0.02%2026-03-312026-05-11

Sponsored

VTV VANGUARD INDEX FDS16.6K shares16.98%2026-03-312026-05-11

SNPE DBX ETF TR53.0K shares5.21%2026-03-312026-05-11

IVE ISHARES TR14.2K shares-0.15%2026-03-312026-05-11

ILCG ISHARES TR31.2K shares-0.51%2026-03-312026-05-11

SCHR SCHWAB STRATEGIC TR100.1K shares8.38%2026-03-312026-05-11

IWB ISHARES TR6.3K shares-0.11%2026-03-312026-05-11

SPTL SPDR SERIES TRUST80.2K shares-1.26%2026-03-312026-05-11

SHV ISHARES TR17.2K shares-3.05%2026-03-312026-05-11

Sponsored

IWD ISHARES TR8.1K shares-0.43%2026-03-312026-05-11

SPTI SPDR SERIES TRUST60.5K shares24.10%2026-03-312026-05-11

ILCV ISHARES TR17.5K shares-0.17%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR54.7K shares-1.23%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO4.3K shares0.23%2026-03-312026-05-11

IYY ISHARES TR6.4K shares0.00%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC6.5K sharesnew addition2026-03-312026-05-11

IEI ISHARES TR8.0K shares-0.26%2026-03-312026-05-11

Sponsored

JNJ JOHNSON & JOHNSON3.8K shares-0.57%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares41.48%2026-03-312026-05-11

META META PLATFORMS INC1.4K shares0.00%2026-03-312026-05-11

IWY ISHARES TR3.1K shares-0.42%2026-03-312026-05-11

USFR WISDOMTREE TR14.1K shares25.07%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.4K shares30.50%2026-03-312026-05-11

NVDA NVIDIA CORPORATION3.8K shares15.38%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.0K shares-0.20%2026-03-312026-05-11

Sponsored

IWX ISHARES TR5.8K shares0.00%2026-03-312026-05-11

XOM EXXON MOBIL CORP3.1K shares14.68%2026-03-312026-05-11

TSLA TESLA INC1.4K shares0.00%2026-03-312026-05-11

NFLX NETFLIX INC.5.4K shares-4.03%2026-03-312026-05-11

AMGN AMGEN INC1.4K shares-1.18%2026-03-312026-05-11

IVV ISHARES TR767 shares-97.96%2026-03-312026-05-11

MSFT MICROSOFT CORP1.4K shares28.73%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR839 shares-98.08%2026-03-312026-05-11

Sponsored

SCHD SCHWAB STRATEGIC TR15.6K shares9.76%2026-03-312026-05-11

AMZN AMAZON COM INC2.2K shares15.66%2026-03-312026-05-11

BROADCOM INC BROADCOM INC1.4K shares0.00%2026-03-312026-05-11

IUSG ISHARES TR2.5K shares0.00%2026-03-312026-05-11

T AT&T INC13.4K shares-0.19%2026-03-312026-05-11

QQEW FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2026-03-312026-05-11

LLY ELI LILLY & CO401 shares0.00%2026-03-312026-05-11

PDI PIMCO DYNAMIC INCOME FD20.1K sharesnew addition2026-03-312026-05-11

Sponsored

HON HONEYWELL INTL INC1.5K shares0.00%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC6.5K shares-0.20%2026-03-312026-05-11

IWL ISHARES TR2.0K shares-0.30%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW965 shares0.00%2026-03-312026-05-11

ALL ALLSTATE CORP1.4K shares-12.55%2026-03-312026-05-11

PFF ISHARES TR9.3K shares0.00%2026-03-312026-05-11

COP CONOCOPHILLIPS2.1K shares0.00%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN1.3K shares42.39%2026-03-312026-05-11

Sponsored

IJR ISHARES TR2.0K shares18.41%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-11

ORCL ORACLE CORP1.6K shares30.04%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-03-312026-05-11

VGT VANGUARD WORLD FD330 shares0.00%2026-03-312026-05-11

PFE PFIZER INC7.8K sharesnew addition2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION214 shares-5.31%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS3.5K shares0.00%2026-03-312026-05-11

Sponsored

ROKU ROKU INC2.2K sharesnew addition2026-03-312026-05-11

NRK NUVEEN NY AMT FREE17.6K sharesnew addition2026-03-312026-05-11

PGX INVESCO EXCH TRADED FD TR II15.1K shares0.00%2026-03-312026-05-11

RCAT RED CAT HLDGS INC12.0K sharesnew addition2026-03-312026-05-11

SPFF GLOBAL X FDS10.6K shares0.00%2026-03-312026-05-11

SHY

ISHARES TR

New

Shares996.3K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

-9.16%

Shares625.2K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

3.37%

Shares1.7M

Event2026-03-31

Filed2026-05-11

TLT

ISHARES TR

New

Shares577.8K

Event2026-03-31

Filed2026-05-11

IEF

ISHARES TR

7.02%

Shares489.3K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

6.05%

Shares96.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

5.07%

Shares63.2K

Event2026-03-31

Filed2026-05-11

ZROZ

PIMCO ETF TR

52.57%

Shares386.3K

Event2026-03-31

Filed2026-05-11

VGLT

VANGUARD SCOTTSDALE FDS

11.57%

Shares393.8K

Event2026-03-31

Filed2026-05-11

USDU

WISDOMTREE TR

30.82%

Shares759.2K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

5.78%

Shares172.2K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

4.06%

Shares216.4K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

4.72%

Shares118.8K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-0.47%

Shares14.9K

Event2026-03-31

Filed2026-05-11

SSO

PROSHARES TR

2.87%

Shares175.1K

Event2026-03-31

Filed2026-05-11

DDM

PROSHARES TR

3.45%

Shares165.5K

Event2026-03-31

Filed2026-05-11

QLD

PROSHARES TR

3.59%

Shares140.0K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

-0.73%

Shares17.0K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.25%

Shares19.9K

Event2026-03-31

Filed2026-05-11

RAFE

PIMCO EQUITY SER

6.06%

Shares90.2K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-0.09%

Shares8.7K

Event2026-03-31

Filed2026-05-11

USXF

ISHARES TR

2.22%

Shares65.0K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

-0.02%

Shares123.0K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-0.02%

Shares31.5K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

16.98%

Shares16.6K

Event2026-03-31

Filed2026-05-11

SNPE

DBX ETF TR

5.21%

Shares53.0K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

-0.15%

Shares14.2K

Event2026-03-31

Filed2026-05-11

ILCG

ISHARES TR

-0.51%

Shares31.2K

Event2026-03-31

Filed2026-05-11

SCHR

SCHWAB STRATEGIC TR

8.38%

Shares100.1K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

-0.11%

Shares6.3K

Event2026-03-31

Filed2026-05-11

SPTL

SPDR SERIES TRUST

-1.26%

Shares80.2K

Event2026-03-31

Filed2026-05-11

SHV

ISHARES TR

-3.05%

Shares17.2K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-0.43%

Shares8.1K

Event2026-03-31

Filed2026-05-11

SPTI

SPDR SERIES TRUST

24.10%

Shares60.5K

Event2026-03-31

Filed2026-05-11

ILCV

ISHARES TR

-0.17%

Shares17.5K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

-1.23%

Shares54.7K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

0.23%

Shares4.3K

Event2026-03-31

Filed2026-05-11

IYY

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-11

IEI

ISHARES TR

-0.26%

Shares8.0K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-0.57%

Shares3.8K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

41.48%

Shares1.9K

Event2026-03-31

Filed2026-05-11