GenWealth Group, Inc. Portfolio Holdings
Q3 2025•75 long positions•$537.1M portfolio value
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Holding75 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $52.4M 9.77% | +$2.6M Bought | — 720.7K shares | 685.6K → 720.7K +$2.6M | +5.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $45.0M 8.38% | +$228.3K Bought | — 1.5M shares | 1.5M → 1.5M +$228.3K | +0.51% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $42.3M 7.87% | -$1.8M Sold | — 88.2K shares | 91.9K → 88.2K −$1.8M | -4.09% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $39.8M 7.41% | +$2.3M Bought | — 412.7K shares | 388.5K → 412.7K +$2.3M | +6.25% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $34.8M 6.47% | -$436.0K Sold | — 56.8K shares | 57.5K → 56.8K −$436.0K | -1.24% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $26.3M 4.9% | -$1.1M Sold | — 184.9K shares | 192.3K → 184.9K −$1.1M | -3.84% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.0M 4.83% | -$859.1K Sold | — 397.8K shares | 411.0K → 397.8K −$859.1K | -3.2% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $25.0M 4.66% | +$271.4K Bought | — 41.7K shares | 41.2K → 41.7K +$271.4K | +1.1% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $23.8M 4.43% | +$392.9K Bought | — 35.5K shares | 34.9K → 35.5K +$392.9K | +1.68% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $22.4M 4.17% | +$430.4K Bought | — 48.3K shares | 47.3K → 48.3K +$430.4K | +1.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $22.2M 4.13% | +$2.1M Bought | — 326.0K shares | 295.3K → 326.0K +$2.1M | +10.38% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $18.3M 3.4% | +$3.0M Bought | — 321.3K shares | 268.4K → 321.3K +$3.0M | +19.71% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $16.8M 3.14% | +$1.3M Bought | — 638.3K shares | 589.9K → 638.3K +$1.3M | +8.2% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $12.8M 2.39% | -$592.2K Sold | — 164.0K shares | 171.5K → 164.0K −$592.2K | -4.41% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $11.7M 2.18% | -$519.3K Sold | — 112.2K shares | 117.2K → 112.2K −$519.3K | -4.24% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $11.1M 2.06% | +$293.4K Bought | — 200.4K shares | 195.1K → 200.4K +$293.4K | +2.72% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $10.0M 1.85% | -$227.2K Sold | — 14.9K shares | 15.3K → 14.9K −$227.2K | -2.23% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $9.6M 1.79% | -$611.9K Sold | — 85.6K shares | 91.0K → 85.6K −$611.9K | -5.99% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $9.3M 1.74% | -$1.6M Sold | — 67.9K shares | 79.7K → 67.9K −$1.6M | -14.81% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $8.3M 1.55% | +$156.6K Bought | — 77.7K shares | 76.3K → 77.7K +$156.6K | +1.91% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $5.7M 1.06% | -$227.3K Sold | — 17.1K shares | 17.8K → 17.1K −$227.3K | -3.83% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $4.1M 0.765% | -$190.6K Sold | — 8.8K shares | 9.2K → 8.8K −$190.6K | -4.44% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $4.0M 0.741% | -$85.0K Sold | — 124.7K shares | 127.4K → 124.7K −$85.0K | -2.09% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $3.8M 0.715% | -$124.6K Sold | — 31.8K shares | 32.8K → 31.8K −$124.6K | -3.14% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $3.7M 0.685% | +$53.9K Bought | — 64.2K shares | 63.2K → 64.2K +$53.9K | +1.49% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $3.5M 0.651% | +$98.0K Bought | — 85.9K shares | 83.5K → 85.9K +$98.0K | +2.88% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $3.3M 0.61% | -$76.8K Sold | — 31.4K shares | 32.1K → 31.4K −$76.8K | -2.29% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $3.1M 0.579% | +$4.3K Bought | — 51.8K shares | 51.7K → 51.8K +$4.3K | +0.14% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.9M 0.546% | -$35.5K Sold | — 14.2K shares | 14.4K → 14.2K −$35.5K | -1.2% | — — | Q2 2017 Held for 8y 5m | |
Consumer Electronics Technology | $2.7M 0.495% | -$125.5K Sold | 0.0% 10.4K shares | 10.9K → 10.4K −$125.5K | -4.51% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.3M 0.429% | -$27.8K Sold | — 6.3K shares | 6.4K → 6.3K −$27.8K | -1.19% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $2.3M 0.426% | +$62.6K Bought | — 91.1K shares | 88.6K → 91.1K +$62.6K | +2.81% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $2.3M 0.425% | +$69.6K Bought | — 12.2K shares | 11.9K → 12.2K +$69.6K | +3.14% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $2.1M 0.397% | -$1.4K Sold | — 79.1K shares | 79.2K → 79.1K −$1.4K | -0.07% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.7M 0.322% | -$38.3K Sold | — 15.7K shares | 16.0K → 15.7K −$38.3K | -2.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.318% | +$172.0K Bought | — 8.4K shares | 7.6K → 8.4K +$172.0K | +11.19% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $1.6M 0.299% | -$16.4K Sold | — 17.8K shares | 18.0K → 17.8K −$16.4K | -1.01% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $1.5M 0.28% | -$46.8K Sold | — 57.1K shares | 58.8K → 57.1K −$46.8K | -3.02% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $1.4M 0.262% | — | — 48.8K shares | — | — | — — | Q2 2018 Held for 7y 5m | |
Banks - Diversified Financial Services | $1.2M 0.232% | -$14.8K Sold | 0.0% 4.0K shares | 4.0K → 4.0K −$14.8K | -1.17% | $867.35B Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $1.0M 0.193% | +$62.4K Bought | — 6.4K shares | 6.0K → 6.4K +$62.4K | +6.42% | — — | Q2 2017 Held for 8y 5m | |
Internet Content & Information Communication Services | $980.2K 0.183% | -$172.5K Sold | 0.0% 1.3K shares | 1.6K → 1.3K −$172.5K | -14.97% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $960.1K 0.179% | -$3.2K Sold | — 8.0K shares | 8.1K → 8.0K −$3.2K | -0.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $890.2K 0.166% | -$20.3K Sold | — 3.3K shares | 3.3K → 3.3K −$20.3K | -2.22% | — — | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $661.2K 0.123% | +$741.7 Bought | 0.0% 3.6K shares | 3.6K → 3.6K +$741.7 | +0.11% | $446.55B Mega Cap | Q2 2017 Held for 8y 5m | |
Software - Infrastructure Technology | $591.0K 0.11% | -$20.2K Sold | 0.0% 1.1K shares | 1.2K → 1.1K −$20.2K | -3.31% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
Insurance - Diversified Financial Services | $539.4K 0.1% | — | 0.0% 1.1K shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $512.9K 0.095% | — | — 5.8K shares | — | — | — — | Q2 2017 Held for 8y 5m | |
Auto - Manufacturers Consumer Cyclical | $454.5K 0.085% | — | 0.0% 1.0K shares | — | — | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $443.5K 0.083% | +$123.5K Bought | — 8.8K shares | 6.4K → 8.8K +$123.5K | +38.57% | — — | Q1 2024 Held for 1y 8m |
