GenWealth Group, Inc.

Q4 2025 13F-HR Holdings

Location
Maplewood, NJ
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$586,499
Net value change ($000)
+49,432 (9.2%)
New positions
8
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TLH 6,224 1427.5%
IAU 5,795 11.0%
SCHV 5,244 11.7%
IEF 4,215 10.6%
VOO 3,502 10.1%
DIA 3,028 13.5%
IJH 2,619 10.1%
AAPL 2,558 96.2%
IWP 2,441 9.3%
VUG 2,428 5.7%
Top Reduces (Value $000, Stocks/ETFs)
ZROZ -5,913 -26.7%
USDU -1,859 -11.0%
XOM -92 -21.7%
MSFT -88 -14.9%
META -55 -5.6%
IWY -39 -4.4%
T -32 -8.9%
ADP -30 -11.1%
ALL -11 -3.2%
PGX -5 -2.9%
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