§ 13F · FUND PROFILE
GenWealth Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $496M (13F)Positions · 70Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$135M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | 996K | $82M | 14.1% | NEW |
| 2 | IAU | ISHARES GOLD TR | 625K | $55M | 9.4% | −9% |
| 3 | SCHV | SCHWAB STRATEGIC TR | 1.70M | $52M | 8.9% | +3% |
| 4 | TLT | ISHARES TR | 578K | $50M | 8.6% | NEW |
| 5 | IEF | ISHARES TR | 489K | $47M | 8.0% | +7% |
| 6 | VUG | VANGUARD INDEX FDS | 97K | $42M | 7.2% | +6% |
| 7 | VOO | VANGUARD INDEX FDS | 63K | $38M | 6.5% | +5% |
| 8 | ZROZ | PIMCO ETF TR | 386K | $25M | 4.2% | +53% |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | 394K | $22M | 3.7% | +12% |
| 10 | USDU | WISDOMTREE TR | 759K | $20M | 3.4% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENWEALTH SIGNAL
AC read
GenWealth Group, Inc. is a Other fund managing $496 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed