SEC 13F Intelligence

Managers / Q4 2024 · view latest →

GenWealth Group, Inc.

CIK 0001713678 · 6 INWOOD PLACE, MAPLEWOOD, NJ, 07040 · 973-761-0400

Reported Value
$439M
Q4 2024
Positions
74
Filings on Record
30
2019–present window
Filed
Jan 15, 2025
original filing

Summary

Genwealth Group, Inc. reported $439M in U.S.-listed holdings across 74 positions for Q4 2024.

Its largest position, IAU*, represents 9.0% of the portfolio.

Compared with Q3 2024, the fund opened 4 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $201MQ4 ’18Q1 ’19: $221MQ2 ’19: $235MQ3 ’19: $240MQ4 ’19: $258MQ4 ’19Q1 ’20: $229MQ2 ’20: $258MQ3 ’20: $277MQ4 ’20: $302MQ4 ’20Q1 ’21: $315MQ2 ’21: $339MQ3 ’21: $341MQ4 ’21: $369MQ4 ’21Q1 ’22: $361MQ2 ’22: $313MQ3 ’22: $295MQ4 ’22: $305.8BQ4 ’22Q1 ’23: $326MQ2 ’23: $348MQ3 ’23: $330MQ4 ’23: $362MQ4 ’23Q1 ’24: $397MQ2 ’24: $406MQ3 ’24: $435MQ4 ’24: $439MQ4 ’24Q1 ’25: $454MQ2 ’25: $496MQ3 ’25: $537MQ4 ’25: $586MQ4 ’25Q1 ’26: $584Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$584M85May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$586M83Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$537M75Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$496M70Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$454M71Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$439M74Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$435M73Oct 11, 202413F-HRchanges · EDGAR ↗
Q2 2024$406M65Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$397M65Apr 11, 202413F-HRchanges · EDGAR ↗
Q4 2023$362M70Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$330M67Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$348M71Jul 13, 202313F-HRchanges · EDGAR ↗
Q1 2023$326M69Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$305.8B71Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$295M59Oct 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$313M56Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$361M71May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$369M68Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$341M63Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$339M63Jul 26, 202113F-HRchanges · EDGAR ↗
Q1 2021$315M66Apr 26, 202113F-HRchanges · EDGAR ↗
Q4 2020$302M70Jan 14, 202113F-HRchanges · EDGAR ↗
Q3 2020$277M67Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$258M69Jul 16, 202013F-HRchanges · EDGAR ↗
Q1 2020$229M56Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$258M70Jan 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$240M67Oct 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$235M66Jul 10, 201913F-HRchanges · EDGAR ↗
Q1 2019$221M61Apr 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$201M59Jan 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.