Genwealth Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001713678
Type: FundHoldings: 71Value: $453.6MLatest: 2025Q1

GenWealth Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 71 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
71
Total Value
453615187
Accession Number
0001172661-25-001472
Form Type
13F-HR
Manager Name
Genwealth-Group
Data Enrichment
56% identified
40 identified31 unidentified

Holdings

71 positions • $453.6M total value
Manager:
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Page 1 of 4
464287432
Shares:646.6K
Value:$58.9M
% of Portfolio:13.0% ($58.9M/$453.6M)
464285204
Shares:795.9K
Value:$46.9M
% of Portfolio:10.3% ($46.9M/$453.6M)
SPDR GOLD TRUST
Shares:149.6K
Value:$43.1M
% of Portfolio:9.5% ($43.1M/$453.6M)
808524409
Shares:1.4M
Value:$38.1M
% of Portfolio:8.4% ($38.1M/$453.6M)
464287440
Shares:381.2K
Value:$36.4M
% of Portfolio:8.0% ($36.4M/$453.6M)
922908736
Shares:85.6K
Value:$31.7M
% of Portfolio:7.0% ($31.7M/$453.6M)
922908363
Shares:51.8K
Value:$26.6M
% of Portfolio:5.9% ($26.6M/$453.6M)
72201R882
Shares:292.6K
Value:$21.0M
% of Portfolio:4.6% ($21.0M/$453.6M)
97717W471
Shares:582.6K
Value:$15.9M
% of Portfolio:3.5% ($15.9M/$453.6M)
92206C847
Shares:252.9K
Value:$14.6M
% of Portfolio:3.2% ($14.6M/$453.6M)
78464A854
Shares:168.6K
Value:$11.1M
% of Portfolio:2.4% ($11.1M/$453.6M)
78464A508
Shares:189.7K
Value:$9.7M
% of Portfolio:2.1% ($9.7M/$453.6M)
78464A409
Shares:114.6K
Value:$9.2M
% of Portfolio:2.0% ($9.2M/$453.6M)
SPDR S&P 500 ETF TRUST
Shares:15.4K
Value:$8.6M
% of Portfolio:1.9% ($8.6M/$453.6M)
74347R107
Shares:80.3K
Value:$6.6M
% of Portfolio:1.5% ($6.6M/$453.6M)
74347R305
Shares:70.7K
Value:$6.5M
% of Portfolio:1.4% ($6.5M/$453.6M)
74347R206
Shares:64.8K
Value:$5.8M
% of Portfolio:1.3% ($5.8M/$453.6M)
464287101
Shares:17.8K
Value:$4.8M
% of Portfolio:1.1% ($4.8M/$453.6M)
464287614
Shares:9.3K
Value:$3.3M
% of Portfolio:0.7% ($3.3M/$453.6M)
464287309
Shares:32.9K
Value:$3.1M
% of Portfolio:0.7% ($3.1M/$453.6M)