GenWealth Group, Inc.
All 13F Filings
- Location
- Maplewood, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 641,842
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 89 | 641,842 | 13F-HR | GenWealth Group, Inc. |
| Q1 2026 | 5/11/2026 | 85 | 584,490 | 13F-HR | GenWealth Group, Inc. |
| Q4 2025 | 1/12/2026 | 83 | 586,499 | 13F-HR | GenWealth Group, Inc. |
| Q3 2025 | 11/14/2025 | 75 | 537,067 | 13F-HR | GenWealth Group, Inc. |
| Q2 2025 | 7/16/2025 | 70 | 495,866 | 13F-HR | GenWealth Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.56 K | 7.3% | 1.811 K | 0 | 1.811 K |
| ETFs | 595.3 K | 92.7% | 55.54 K | 0 | 55.54 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
641,842
Holdings
89
QoQ value change ($000)
57,352
(9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.