GenWealth Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), GenWealth Group, Inc. reported 74 stock positions worth $439.3 million. Its top holding was iShares Gold Trust (IAU) at 9.0% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 8.3%) and Vanguard Mrngstar GR ETF-Sui (VUG, 8.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 3, added to 17 and reduced 44. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +147%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- Maplewood, NJ
- CIK
- 0001713678
- Portfolio Value
- $439.3M (Q4 2024)
- SEC Filing
- 0001172661-25-000199 ↗ filed Jan 15, 2025
Holdings Value
Holdings 74 stocks · $439.3M
| IAU iShares Gold Trust | 8.98% | 797,191 | $39.5M | Reduce -0.5% |
| SCHV Schwab US Large-Cap Value | 8.34% | 1,404,756 | $36.6M | Add +3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.00% | 85,659 | $35.2M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 6.21% | 50,616 | $27.3M | Reduce -2.6% |
| IEF iShares 7-10 Year Treasury B | 5.20% | 247,207 | $22.9M | Reduce -15.3% |
| IVV iShares Core S&P 500 ETF | 4.87% | 36,309 | $21.4M | Reduce -0.2% |
| IWP iShares Russell Mid-Cap Grow | 4.73% | 163,909 | $20.8M | Reduce -0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.48% | 46,269 | $19.7M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 4.42% | 38,021 | $19.4M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 4.32% | 304,374 | $19.0M | Add +1.8% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 3.53% | 226,202 | $15.5M | Add +8.3% |
| USDU Wisdomtree BBG Usd Bullish | 3.52% | 559,129 | $15.5M | Add +3.4% |
| SCHR Schwab Intermediate-Term US | 2.86% | 517,408 | $12.6M | Add +147.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.59% | 165,253 | $11.4M | Reduce -2.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.30% | 114,917 | $10.1M | Reduce -2.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.17% | 363,548 | $9.5M | Add +23.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.15% | 184,960 | $9.5M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.14% | 16,053 | $9.4M | Reduce -5.6% |
| VGLT Vanguard Long-Term Treasury | 1.96% | 155,906 | $8.6M | Add +21.1% |
| SSO Proshares Ultra S&P500 | 1.62% | 76,853 | $7.1M | Reduce -6.1% |
| QLD Proshares Ultra QQQ | 1.52% | 61,634 | $6.7M | Reduce -6.6% |
| DDM Proshares Ultra DOW30 | 1.45% | 66,980 | $6.4M | Reduce -3.8% |
| OEF iShares S&P 100 ETF | 1.17% | 17,869 | $5.2M | Reduce -8.6% |
| IWF iShares Russell 1000 Growth | 0.85% | 9,334 | $3.7M | Reduce -10.3% |
| IVW iShares S&P 500 Growth ETF | 0.77% | 33,191 | $3.4M | Reduce -4.7% |
| SCHG Schwab US Large-Cap Growth | 0.73% | 115,246 | $3.2M | Reduce -5.8% |
| USXF iShares ESG Advance MSCI USA | 0.71% | 62,437 | $3.1M | Reduce -3.4% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.67% | 80,681 | $2.9M | Reduce -1.6% |
| ILCG iShares Morningstar Growth E | 0.66% | 32,212 | $2.9M | Reduce -2.9% |
| IVE iShares S&P 500 Value ETF | 0.63% | 14,474 | $2.8M | Reduce -1.6% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.60% | 49,304 | $2.6M | Reduce -2.9% |
| AAPL Apple Inc. | 0.53% | 9,315 | $2.3M | Reduce -3.3% |
| IWB iShares Russell 1000 ETF | 0.47% | 6,403 | $2.1M | Reduce -3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 9,703 | $1.6M | Add +3.6% |
| IWD iShares Russell 1000 Value E | 0.36% | 8,608 | $1.6M | Reduce -0.2% |
| ILCV iShares Morningstar Value Et | 0.34% | 18,480 | $1.5M | Reduce -1.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.32% | 50,805 | $1.4M | Reduce -22.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.26% | 10,405 | $1.1M | Add +4.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.24% | 9,195 | $1.1M | Reduce -0.4% |
| IYY iShares Dow Jones U.S. ETF | 0.22% | 6,745 | $965K | Reduce -3.2% |
| SCHX Schwab US Large-Cap ETF | 0.22% | 40,921 | $949K | Reduce -16.1% |
| JPM JPMorgan Chase & Co. | 0.21% | 3,780 | $906K | Reduce -1.7% |
| IWY iShares Russell Top 200 Grow | 0.18% | 3,340 | $786K | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.15% | 1,144 | $670K | Add +0.3% |
| MSFT Microsoft Corp. | 0.13% | 1,384 | $583K | Add +2.7% |
| TLH iShares 10-20 Year Treasury | 0.11% | 5,057 | $503K | Reduce -46.9% |
| IWX iShares Russell Top 200 Valu | 0.10% | 5,836 | $461K | No change |
| IWL iShares Russell Top 200 ETF | 0.10% | 2,962 | $429K | Reduce -28.4% |
| JNJ Johnson & Johnson | 0.09% | 2,883 | $417K | Reduce -0.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.09% | 3,014 | $377K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 2,601 | $362K | Reduce -6.9% |
| AMGN Amgen Inc. | 0.08% | 1,374 | $358K | No change |
| XOM Exxon Mobil Corp. | 0.08% | 3,130 | $337K | Add +70.1% |
| T AT&T Inc. | 0.07% | 13,898 | $316K | Reduce -45.6% |
| FUN Six Flags Entertainment Corp. | 0.07% | 6,431 | $310K | No change |
| ALL Allstate Corp. | 0.07% | 1,602 | $309K | Add +25.8% |
| PFF iShares Preferred & Income S | 0.07% | 9,342 | $294K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 1,410 | $269K | Reduce -3.1% |
| HON Honeywell International Inc. | 0.06% | 1,135 | $256K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 539 | $244K | Reduce -14.7% |
| MAR Marriott International Class A | 0.05% | 807 | $225K | No change |
| VZ Verizon Communications Inc. | 0.05% | 5,613 | $224K | Reduce -42.3% |
| VGT Vanguard Info Tech ETF | 0.05% | 360 | $224K | Reduce -0.8% |
| TSLA Tesla Inc. | 0.05% | 527 | $213K | New |
| USFR Wisdomtree Floating Rate Tre | 0.05% | 4,216 | $212K | Add +0.2% |
| ADP Automatic Data Processing | 0.05% | 724 | $212K | Reduce -0.1% |
| COP Conocophillips | 0.05% | 2,136 | $212K | Reduce -0.7% |
| GBIL Goldman Sachs Access Treasur | 0.05% | 2,084 | $208K | Reduce -32.5% |
| PFE Pfizer Inc. | 0.05% | 7,829 | $208K | Reduce -18.5% |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,089 | $206K | New |
| VGIT Vanguard Intermediate-Term T | 0.05% | 3,530 | $205K | New |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,772 | $204K | New |
| PGX Invesco Preferred ETF | 0.04% | 15,069 | $174K | No change |
| SPFF Global X Superincome Prefer | 0.02% | 10,628 | $98K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IEF iShares 7-10 Year Treasury B | Reduce -15.3% | 5.20% | −1.38 |
| IAU iShares Gold Trust | Reduce -0.5% | 8.98% | −0.17 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.13 |
| TLH iShares 10-20 Year Treasury | Reduce -46.9% | 0.11% | −0.12 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -22.2% | 0.32% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.6% | 2.14% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -2.6% | 6.21% | −0.10 |
| SSO Proshares Ultra S&P500 | Reduce -6.1% | 1.62% | −0.08 |
| DDM Proshares Ultra DOW30 | Reduce -3.8% | 1.45% | −0.08 |
| OEF iShares S&P 100 ETF | Reduce -8.6% | 1.17% | −0.07 |
| T AT&T Inc. | Reduce -45.6% | 0.07% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -42.3% | 0.05% | −0.05 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -10.3% | 0.85% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -1.6% | 0.63% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -16.1% | 0.22% | −0.04 |
| IWL iShares Russell Top 200 ETF | Reduce -28.4% | 0.10% | −0.04 |
| RAFE PIMCO Rafi ESG US ETF | Reduce -1.6% | 0.67% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -32.5% | 0.05% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.0% | 2.59% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Reduce -3.4% | 0.71% | −0.02 |
| PFE Pfizer Inc. | Reduce -18.5% | 0.05% | −0.02 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Reduce -2.9% | 0.60% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.2% | 0.36% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.09% | −0.01 |
| ILCV iShares Morningstar Value Et | Reduce -1.0% | 0.34% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.4% | 0.24% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.7% | 0.06% | −0.01 |
| QLD Proshares Ultra QQQ | Reduce -6.6% | 1.52% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -3.2% | 0.47% | −0.01 |
| COP Conocophillips | Reduce -0.7% | 0.05% | −0.00 |
| IYY iShares Dow Jones U.S. ETF | Reduce -3.2% | 0.22% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -6.9% | 0.08% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.8% | 0.73% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.7% | 0.77% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.05% | +0.00 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.05% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 0.06% | +0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -2.0% | 0.18% | +0.01 |
| AAPL Apple Inc. | Reduce -3.3% | 0.53% | +0.01 |
| ILCG iShares Morningstar Growth E | Reduce -2.9% | 0.66% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.21% | +0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 4.87% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.5% | 2.30% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 8.00% | +0.26 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.2% | 4.73% | +0.30 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHR Schwab Intermediate-Term US | Add +147.1% | 2.86% | +1.64 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 4.42% | +0.28 |
| USDU Wisdomtree BBG Usd Bullish | Add +3.4% | 3.52% | +0.22 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +23.6% | 2.17% | +0.20 |
| VGLT Vanguard Long-Term Treasury | Add +21.1% | 1.96% | +0.14 |
| TSLA Tesla Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | New | 0.05% | +0.05 |
| VGIT Vanguard Intermediate-Term T | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +1.8% | 4.32% | +0.03 |
| XOM Exxon Mobil Corp. | Add +70.1% | 0.08% | +0.03 |
| ALL Allstate Corp. | Add +25.8% | 0.07% | +0.01 |
| SHV iShares 0-1 Year Treasury Bo | Add +4.8% | 0.26% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.15% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.5% | 4.48% | +0.00 |
| USFR Wisdomtree Floating Rate Tre | Add +0.2% | 0.05% | −0.00 |
| MSFT Microsoft Corp. | Add +2.7% | 0.13% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.6% | 0.37% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.7% | 2.15% | −0.04 |
| SCHV Schwab US Large-Cap Value | Add +3.0% | 8.34% | −0.07 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +8.3% | 3.53% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $641.8M | SCHV, VUG, IEF, IAU, VOO |
| Q1 2026 | 85 | $584.5M | SHY, IAU, SCHV, TLT, IEF |
| Q4 2025 | 83 | $586.5M | IAU, SCHV, VUG, IEF, VOO |
| Q3 2025 | 75 | $537.1M | IAU, SCHV, VUG, IEF, VOO |
| Q2 2025 | 70 | $495.9M | IAU, SCHV, VUG, IEF, VOO |
| Q1 2025 | 71 | $453.6M | TLT, IAU, GLD, SCHV, IEF |
| Q4 2024 | 74 | $439.3M | IAU, SCHV, VUG, VOO, IEF |
| Q3 2024 | 73 | $435.0M | IAU, SCHV, VUG, IEF, VOO |
| Q2 2024 | 65 | $406.2M | IAU, VUG, SCHV, IEF, VOO |
| Q1 2024 | 65 | $396.9M | IAU, SCHV, VUG, IEF, VOO |