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Latest GenWealth Group, Inc. Stock Portfolio

GenWealth Group, Inc. Performance:
2025 Q4: 0.13%YTD: 12.49%2024: 0.8%
Performance for 2025 Q4 is 0.13%, and YTD is 12.49%, and 2024 is 0.8%.

About GenWealth Group, Inc. and 13F Hedge Fund Stock Holdings

GenWealth Group, Inc. is a hedge fund based in MAPLEWOOD, NJ. On 29-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $355.2 Millions. In it's latest 13F Holdings report, GenWealth Group, Inc. reported an equity portfolio of $586.5 Millions as of 31 Dec, 2025.

The top stock holdings of GenWealth Group, Inc. are IAU, FNDA, VB. The fund has invested 9.9% of it's portfolio in ISHARES GOLD TR and 8.6% of portfolio in SCHWAB STRATEGIC TR.

They significantly reduced their stock positions in EXXON MOBIL CORP (XOM), PIMCO ETF TR (BOND) and EMERSON ELEC CO (EMR). GenWealth Group, Inc. opened new stock positions in ISHARES TR (DMXF), NVIDIA CORPORATION (NVDA) and NETFLIX INC (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), ALPHABET INC (GOOG) and PROSHARES TR (BIB).

GenWealth Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that GenWealth Group, Inc. made a return of 0.13% in the last quarter. In trailing 12 months, it's portfolio return was 12.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr2,388,630
nvidia corporation624,495
netflix inc510,360
broadcom inc464,090
amazon com inc461,622
philip morris intl inc218,465
bank america corp214,115
costco whsl corp new200,937
New stocks bought by GenWealth Group, Inc.

Additions

Ticker% Inc.
ishares tr1,446
alphabet inc115
proshares tr105
proshares tr98.95
proshares tr98.92
apple inc90.38
oracle corp44.24
eli lilly & co43.21
Additions to existing portfolio by GenWealth Group, Inc.

Reductions

Ticker% Reduced
exxon mobil corp-27.09
pimco etf tr-22.34
emerson elec co-10.47
wisdomtree tr-9.07
microsoft corp-7.89
ishares tr-5.69
ishares gold tr-4.5
schwab strategic tr-3.03
GenWealth Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by GenWealth Group, Inc.

Sector Distribution

GenWealth Group, Inc. has about 97.1% of it's holdings in Others sector.

Sector%
Others97.1
Technology1.2

Market Cap. Distribution

GenWealth Group, Inc. has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED97.1
MEGA-CAP2.4

Stocks belong to which Index?

About 2.9% of the stocks held by GenWealth Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others97.1
S&P 5002.9
Top 5 Winners (%)%
LLY
eli lilly & co
31.6 %
GOOG
alphabet inc
24.1 %
MAR
marriott intl inc new
21.2 %
GOOG
alphabet inc
19.9 %
AMGN
amgen inc
16.5 %
Top 5 Winners ($)$
IAU
ishares gold tr
8.3 M
FNDA
schwab strategic tr
2.2 M
DIA
spdr dow jones indl average
1.5 M
IJR
ishares tr
1.4 M
VB
vanguard index fds
1.4 M
Top 5 Losers (%)%
BIB
proshares tr
-40.2 %
BIB
proshares tr
-39.9 %
BIB
proshares tr
-36.8 %
ORCL
oracle corp
-27.7 %
T
at&t inc
-13.5 %
Top 5 Losers ($)$
BIB
proshares tr
-6.7 M
BIB
proshares tr
-6.6 M
BIB
proshares tr
-5.6 M
BOND
pimco etf tr
-1.1 M
AGZD
wisdomtree tr
-0.3 M

GenWealth Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GenWealth Group, Inc.

GenWealth Group, Inc. has 81 stocks in it's portfolio. About 63.4% of the portfolio is in top 10 stocks. BIB proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for GenWealth Group, Inc. last quarter.

Last Reported on: 12 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions