GenWealth Group, Inc.

Q3 2025 13F-HR Holdings

Location
Maplewood, NJ
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
75
Total value ($000)
$537,067
Net value change ($000)
+41,201 (8.3%)
New positions
5
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IAU 9,694 22.7%
VGLT 3,206 21.3%
IEF 2,609 7.0%
SCHV 2,443 5.7%
ZROZ 2,345 11.8%
QQQ 2,280 10.0%
VOO 2,112 6.5%
IVV 2,084 9.6%
VUG 1,985 4.9%
USDU 1,642 10.8%
Top Reduces (Value $000, Stocks/ETFs)
IWP -335 -1.3%
META -179 -15.4%
IWL -105 -24.0%
QLD -66 -0.7%
T -53 -12.9%
SHV -38 -2.2%
HON -25 -9.5%
TLH -10 -2.2%
MAR -10 -4.5%
LLY -4 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type