1y return+13.6%S&P 500 +20.9%
3y return+44.5%S&P 500 +68.5%
5y return+35.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $194 against $309 in the S&P 500.2
GenWealth Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHVSchwab Strategic Tr | $58.5M | 9.1% | −1.3% |
| VUGVanguard Index Fds | $50.2M | 7.8% | |
| IEFIshares Tr | $48.2M | 7.5% | +4.2% |
| IAUIshares Gold Tr | $48.1M | 7.5% | +1.8% |
| VOOVanguard Index Fds | $44.0M | 6.9% | +1.4% |
| QQQInvesco Qqq Tr | $31.6M | 4.9% | +5010.3% |
| IWPIshares Tr | $30.5M | 4.8% | New |
| IJHIshares Tr | $29.9M | 4.7% | New |
| IVVIshares Tr | $28.5M | 4.4% | +4869.9% |
| DIAState Str Spdr Dow Jones Ind | $28.1M | 4.4% | New |
| ZROZPimco Etf Tr | $26.1M | 4.1% | +5.3% |
| VGLTVanguard Scottsdale Fds | $22.9M | 3.6% | +5.2% |
| USDUWisdomtree Tr | $20.9M | 3.3% | +2.9% |
| SPYMSpdr Series Trust | $14.9M | 2.3% | −1.2% |
| SPYGSpdr Series Trust | $14.1M | 2.2% | |
| SPYVSpdr Series Trust | $13.1M | 2.0% | |
| QLDProshares Tr | $13.1M | 2.0% | −3.6% |
| SSOProshares Tr | $11.4M | 1.8% | −3.6% |
| SPYState Str Spdr S&p 500 Etf T | $11.0M | 1.7% | −1.2% |
| DDMProshares Tr | $10.8M | 1.7% | |
| OEFIshares Tr | $6.1M | 0.9% | −2.6% |
| AAPLApple Inc | $5.7M | 0.9% | −1.4% |
| IWFIshares Tr | $4.4M | 0.7% | +2.0% |
| USXFIshares Tr | $4.2M | 0.7% | −5.9% |
| SCHGSchwab Strategic Tr | $4.2M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| QLDProshares Tr | June 30, 2020 | +424.1% | $13.1M |
| SSOProshares Tr | June 30, 2020 | +331.0% | $11.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $1.4M |
| DDMProshares Tr | June 30, 2020 | +225.2% | $10.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.7M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $31.6M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $4.2M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $4.1M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $14.1M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $4.4M |
Sold off last quarter
- SHYIshares Tr was $82.3M
- TLTIshares Tr was $50.1M
- PLTRPalantir Technologies Inc was $951K
- Honeywell Intl IncCUSIP 438516106 was $334K
- CVXChevron Corporation was $245K
- PFEPfizer Inc was $220K
- COSTCostco Wholesale Corporation was $213K
- ROKURoku Inc was $208K
- RCATRed Cat Hldgs Inc was $157K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.4% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +5.2% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +6.5% | +7.0% |
| December 31, 2022 | +3.5% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GenWealth Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1713678&type=13F-HR&dateb=&owner=include&count=40CIK 1713678
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1713678/000117266126002575/Filed July 10, 2026 · accession 0001172661-26-002575