GenWealth Group, Inc.

CIK 0001713678 · MAPLEWOOD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

GenWealth Group, Inc. reported 89 positions worth $641.8M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: SCHV (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$641.8M
2026 Q2
Positions
89
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.0%
Est. Net Flow (Q)
2026 Q2
10 / 89 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHVSCHWAB STRATEGIC TRSH$58.5M9.12%1,681,637
2VUGVANGUARD INDEX FDSSH$50.2M7.83%583,351
3IEFISHARES TRSH$48.2M7.51%509,980
4IAUISHARES GOLD TRSH$48.1M7.49%636,522
5VOOVANGUARD INDEX FDSSH$44.0M6.85%64,037
6QQQINVESCO QQQ TRSH$31.6M4.92%42,875
7IWPISHARES TRSH$30.5M4.75%208,254
8IJHISHARES TRSH$29.9M4.66%388,111
9IVVISHARES TRSH$28.5M4.45%38,119
10DIASTATE STR SPDR DOW JONES INDSH$28.1M4.38%53,785

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GenWealth Group, Inc. hold as of Q2 2026?

GenWealth Group, Inc. reported 89 positions worth $641.8M in its Q2 2026 13F filing. Largest positions: SCHV (9.1%), VUG (7.8%), IEF (7.5%), IAU (7.5%) and VOO (6.9%).

What did GenWealth Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GenWealth Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.