GenWealth Group, Inc.

Q3 2026 13F-HR Holdings

Location
Maplewood, NJ
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$641,342
Net value change ($000)
-500 (-0.1%)
New positions
4
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IAU 8,680 18.1%
VOO 1,285 2.9%
IVV 1,102 3.9%
VUG 976 1.9%
SPYM 900 6.0%
AAPL 797 14.0%
EXXONMOBIL HOLDINGS CORP 492 NEW
SPYG 379 2.7%
MSFT 288 57.0%
SCHG 244 5.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHV -3,476 -5.9%
ZROZ -2,290 -8.8%
IJH -1,635 -5.5%
IWP -1,541 -5.1%
QQQ -1,195 -3.8%
QLD -1,143 -8.8%
DDM -978 -9.1%
IEF -723 -1.5%
XOM -429 -100.0%
DIA -420 -1.5%
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