GenWealth Group, Inc.

Q2 2026 13F-HR Holdings

Location
Maplewood, NJ
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$641,842
Net value change ($000)
+57,352 (9.8%)
New positions
13
Sold out positions
9
Turnover %
35.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 31,089 6423.3%
IWP 30,490 NEW
IJH 29,927 NEW
DIA 28,097 NEW
IVV 28,046 5598.0%
VUG 8,004 18.9%
SCHV 6,582 12.7%
VOO 6,226 16.5%
QLD 4,522 53.0%
SPYG 2,451 21.1%
Top Reduces (Value $000, Stocks/ETFs)
SHY -82,264 -100.0%
TLT -50,087 -100.0%
IAU -7,054 -12.8%
PLTR -951 -100.0%
HON -334 -100.0%
CVX -245 -100.0%
PFE -220 -100.0%
COST -213 -100.0%
ROKU -208 -100.0%
RCAT -157 -100.0%
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