GenWealth Group, Inc.

Q1 2026 13F-HR Holdings

Location
Maplewood, NJ
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$584,490
Net value change ($000)
-2,009 (-0.3%)
New positions
9
Sold out positions
7
Turnover %
38.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SHY 82,264 NEW
TLT 50,087 NEW
ZROZ 8,484 52.2%
USDU 5,005 33.4%
IEF 2,671 6.1%
VGLT 2,089 10.6%
SCHV 1,728 3.4%
PLTR 951 NEW
VTV 471 16.9%
PDI 343 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWP -28,774 -100.0%
IJH -28,580 -100.0%
QQQ -26,767 -98.2%
IVV -25,626 -98.1%
DIA -25,411 -100.0%
TLH -6,660 -100.0%
IAU -3,122 -5.4%
VUG -2,463 -5.5%
SGOV -2,389 -100.0%
QLD -1,252 -12.8%
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