GenWealth Group, Inc.

13F filer · CIK 0001713678

Reported Jul 10, 2026

Net buyer this quarter

13F portfolio value$642MU.S. long equity reported on 13F

Positions378 new · 7 closed

Net flow last quarter+$59.5MBuys minus sells

Top 10 positions weight20.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 202637 positions
IAUIshares Gold Trust	$48.1M	7.49%	0.08%	+1.8%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$31.6M	4.92%	Not reported	+5010.3%	Q2 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$28.1M	4.38%	Not reported	Not reported	Q2 2017
SPYSPDR S&P 500 ETF Trust	$11M	1.71%	Not reported	-1.2%	Q2 2017
AAPLApple Inc.	$5.69M	0.89%	0.00%	-1.4%	Q4 2017
JPMJPMorgan Chase & Co	$1.38M	0.22%	0.00%	-1.6%	Q2 2017
BRK.BBerkshire Hathaway Inc	$1.12M	0.17%	Not reported	+19.5%	Q4 2017
JNJJohnson & Johnson	$968K	0.15%	0.00%	-0.4%	Q2 2017
GOOGAlphabet Inc.	$816K	0.13%	Not reported	-4.1%	Q4 2023
METAMeta Platforms, Inc.	$772K	0.12%	Not reported	-2.1%	Q2 2018
NVDANvidia Corp	$770K	0.12%	0.00%	0.0%	Q4 2025
GOOGLAlphabet Inc.	$680K	0.11%	0.00%	-3.2%	Q4 2024
TSLATesla, Inc.	$599K	0.09%	0.00%	Not reported	Q4 2020
AMZNAmazon Com Inc	$562K	0.09%	0.00%	+6.3%	Q1 2020
AMGNAmgen Inc	$516K	0.08%	0.00%	-0.2%	Q4 2017
MSFTMicrosoft Corp	$505K	0.08%	0.00%	Not reported	Q1 2020
AVGOBroadcom Inc.	$504K	0.08%	0.00%	-1.2%	Q4 2025
LLYELI LILLY & Co	$481K	0.07%	0.00%	Not reported	Q1 2025
PDIPIMCO Dynamic Income Fund	$453K	0.07%	Not reported	+35.3%	Q4 2021
XOMExxonMobil Holdings Corp	$429K	0.07%	0.00%	-0.4%	Q2 2017
NFLXNetflix Inc	$374K	0.06%	0.00%	-3.0%	Q4 2025
MARMarriott International Inc	$358K	0.06%	0.00%	Not reported	Q1 2024
ALLAllstate Corp	$333K	0.05%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$300K	0.05%	0.00%	New	Q2 2026
TAt&T Inc.	$276K	0.04%	0.00%	-0.5%	Q2 2017
VZVerizon Communications Inc	$270K	0.04%	0.00%	-1.7%	Q2 2017
INTCIntel Corp	$264K	0.04%	0.00%	Not reported	Q1 2018
PMPhilip Morris International Inc.	$255K	0.04%	0.00%	Not reported	Q4 2025
ADPAutomatic Data Processing Inc	$250K	0.04%	0.00%	-14.7%	Q3 2024
ORCLOracle Corp	$241K	0.04%	0.00%	Not reported	Q3 2024
CATCaterpillar Inc	$240K	0.04%	0.00%	New	Q2 2026
COPConocophillips	$221K	0.03%	0.00%	-0.3%	Q1 2022
AIQAlliance HealthCare Services, Inc	$219K	0.03%	0.03%	New	Q2 2026
BACBank of America Corp	$206K	0.03%	0.00%	Not reported	Q4 2025
MCDMcdonalds Corp	$203K	0.03%	0.00%	New	Q2 2026
NRKNuveen New York Amt-Free Quality Municipal Income Fund	$188K	0.03%	Not reported	Not reported	Q1 2026
NMZNuveen Municipal High Income Opportunity Fund	$116K	0.02%	Not reported	New	Q2 2026
Q1 2026Reported May 11, 202636 positions
IAUIshares Gold Trust	$55.1M	9.43%	0.07%	-9.2%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$9.66M	1.65%	Not reported	-0.5%	Q2 2017
AAPLApple Inc.	$5.06M	0.87%	0.00%	+0.3%	Q4 2017
JPMJPMorgan Chase & Co	$1.26M	0.22%	0.00%	+0.2%	Q2 2017
PLTRPalantir Technologies Inc.	$951K	0.16%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$936K	0.16%	0.00%	-0.6%	Q2 2017
BRK.BBerkshire Hathaway Inc	$899K	0.15%	Not reported	+41.5%	Q4 2017
METAMeta Platforms, Inc.	$801K	0.14%	Not reported	Not reported	Q2 2018
GOOGAlphabet Inc.	$691K	0.12%	Not reported	+30.5%	Q4 2023
NVDANvidia Corp	$671K	0.11%	0.00%	+15.4%	Q4 2025
GOOGLAlphabet Inc.	$565K	0.10%	0.00%	-0.2%	Q4 2024
XOMExxonMobil Holdings Corp	$534K	0.09%	0.00%	+14.7%	Q2 2017
TSLATesla, Inc.	$530K	0.09%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$519K	0.09%	0.00%	-4.0%	Q4 2025
AMGNAmgen Inc	$502K	0.09%	0.00%	-1.2%	Q4 2017
MSFTMicrosoft Corp	$501K	0.09%	0.00%	+28.7%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$484K	0.08%	Not reported	-98.1%	Q2 2018
AMZNAmazon Com Inc	$462K	0.08%	0.00%	+15.7%	Q1 2020
AVGOBroadcom Inc.	$418K	0.07%	0.00%	Not reported	Q4 2025
TAt&T Inc.	$388K	0.07%	0.00%	-0.2%	Q2 2017
LLYELI LILLY & Co	$369K	0.06%	0.00%	Not reported	Q1 2025
PDIPIMCO Dynamic Income Fund	$343K	0.06%	Not reported	Not reported	Q4 2021
HONHoneywell International Inc	$334K	0.06%	0.00%	Not reported	Q2 2017
VZVerizon Communications Inc	$326K	0.06%	0.00%	-0.2%	Q2 2017
MARMarriott International Inc	$316K	0.05%	0.00%	Not reported	Q1 2024
ALLAllstate Corp	$290K	0.05%	0.00%	-12.6%	Q3 2024
COPConocophillips	$282K	0.05%	0.00%	Not reported	Q1 2022
ADPAutomatic Data Processing Inc	$266K	0.05%	0.00%	+42.4%	Q3 2024
CVXChevron Corp	$245K	0.04%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$242K	0.04%	0.00%	+30.0%	Q3 2024
PMPhilip Morris International Inc.	$233K	0.04%	0.00%	Not reported	Q4 2025
PFEPfizer Inc	$220K	0.04%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$213K	0.04%	0.00%	-5.3%	Q4 2025
ROKURoku, Inc	$208K	0.04%	0.00%	New	Q1 2026
NRKNuveen New York Amt-Free Quality Municipal Income Fund	$179K	0.03%	Not reported	New	Q1 2026
RCATRed Cat Holdings, Inc.	$157K	0.03%	0.01%	New	Q1 2026
Q4 2025Reported Jan 12, 202632 positions
IAUIshares Gold Trust	$58.2M	9.93%	0.08%	-4.5%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$27.3M	4.65%	Not reported	+4.9%	Q2 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$25.4M	4.33%	Not reported	+6.4%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$10.3M	1.76%	Not reported	-0.2%	Q2 2017
AAPLApple Inc.	$5.22M	0.89%	0.00%	+90.4%	Q4 2017
JPMJPMorgan Chase & Co	$1.43M	0.24%	0.00%	+8.1%	Q2 2017
METAMeta Platforms, Inc.	$925K	0.16%	Not reported	+4.9%	Q2 2018
JNJJohnson & Johnson	$788K	0.13%	0.00%	+8.0%	Q2 2017
BRK.BBerkshire Hathaway Inc	$662K	0.11%	Not reported	+23.6%	Q4 2017
NVDANvidia Corp	$624K	0.11%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$619K	0.11%	0.00%	+115.3%	Q4 2024
TSLATesla, Inc.	$617K	0.11%	0.00%	+39.4%	Q4 2020
GOOGAlphabet Inc.	$581K	0.10%	Not reported	+38.3%	Q4 2023
NFLXNetflix Inc	$510K	0.09%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$503K	0.09%	0.00%	-7.9%	Q1 2020
AMGNAmgen Inc	$477K	0.08%	0.00%	+5.2%	Q4 2017
AVGOBroadcom Inc.	$464K	0.08%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$462K	0.08%	0.00%	Not reported	Q1 2020
LLYELI LILLY & Co	$427K	0.07%	0.00%	+43.2%	Q1 2025
ALLAllstate Corp	$333K	0.06%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$332K	0.06%	0.00%	-27.1%	Q2 2017
TAt&T Inc.	$326K	0.06%	0.00%	+5.8%	Q2 2017
MARMarriott International Inc	$311K	0.05%	0.00%	+19.6%	Q1 2024
HONHoneywell International Inc	$303K	0.05%	0.00%	+30.2%	Q2 2017
VZVerizon Communications Inc	$262K	0.04%	0.00%	+16.6%	Q2 2017
ORCLOracle Corp	$245K	0.04%	0.00%	+44.2%	Q3 2024
ADPAutomatic Data Processing Inc	$240K	0.04%	0.00%	Not reported	Q3 2024
PMPhilip Morris International Inc.	$218K	0.04%	0.00%	New	Q4 2025
BACBank of America Corp	$214K	0.04%	0.00%	New	Q4 2025
COPConocophillips	$207K	0.04%	0.00%	Not reported	Q1 2022
EMREmerson Electric Co	$203K	0.03%	0.00%	-10.5%	Q2 2025
COSTCostco Wholesale Corp	$201K	0.03%	0.00%	New	Q4 2025
Q3 2025Reported Nov 14, 202525 positions
IAUIshares Gold Trust	$52.4M	9.77%	0.09%	+5.1%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$25M	4.66%	Not reported	+1.1%	Q2 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$22.4M	4.17%	Not reported	+2.0%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$9.96M	1.85%	Not reported	-2.2%	Q2 2017
AAPLApple Inc.	$2.66M	0.50%	0.00%	-4.5%	Q4 2017
JPMJPMorgan Chase & Co	$1.25M	0.23%	0.00%	-1.2%	Q2 2017
METAMeta Platforms, Inc.	$980K	0.18%	Not reported	-15.0%	Q2 2018
JNJJohnson & Johnson	$661K	0.12%	0.00%	+0.1%	Q2 2017
MSFTMicrosoft Corp	$591K	0.11%	0.00%	-3.3%	Q1 2020
BRK.BBerkshire Hathaway Inc	$539K	0.10%	Not reported	Not reported	Q4 2017
TSLATesla, Inc.	$455K	0.08%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$424K	0.08%	0.00%	-2.0%	Q2 2017
AMGNAmgen Inc	$388K	0.07%	0.00%	Not reported	Q4 2017
TAt&T Inc.	$358K	0.07%	0.00%	-10.7%	Q2 2017
ALLAllstate Corp	$344K	0.06%	0.00%	Not reported	Q3 2024
GOOGAlphabet Inc.	$325K	0.06%	Not reported	-5.3%	Q4 2023
ADPAutomatic Data Processing Inc	$270K	0.05%	0.00%	+29.2%	Q3 2024
ORCLOracle Corp	$247K	0.05%	0.00%	Not reported	Q3 2024
VZVerizon Communications Inc	$245K	0.05%	0.00%	-0.4%	Q2 2017
HONHoneywell International Inc	$239K	0.04%	0.00%	Not reported	Q2 2017
GOOGLAlphabet Inc.	$222K	0.04%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$214K	0.04%	0.00%	Not reported	Q1 2025
MARMarriott International Inc	$210K	0.04%	0.00%	Not reported	Q1 2024
EMREmerson Electric Co	$204K	0.04%	0.00%	Not reported	Q2 2025
COPConocophillips	$202K	0.04%	0.00%	Not reported	Q1 2022

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