GenWealth Group, Inc.
All 13F Filings
- Location
- Maplewood, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 586,499
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 268.1 K | 45.7% | 17.52 K | 0 | 17.52 K |
| ETFs | 318.4 K | 54.3% | 31.91 K | 0 | 31.91 K |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
586,499
Holdings
83
QoQ value change ($000)
49,432
(9.2%)
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.