$195 Million is the total value of GenWealth Group, Inc.'s 59 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | New | ISHARES TR20 yr tr bd etf | $32,395,000 | – | 265,755 | +100.0% | 16.65% | – |
| VTV | New | VANGUARD VALUE INDEX FUNDvalue etf | $225,000 | – | 2,184 | +100.0% | 0.12% | – |
| LQD | New | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $214,000 | – | 1,831 | +100.0% | 0.11% | – |
| INTC | New | INTEL CORP COM | $202,000 | – | 3,897 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 26 | Q3 2023 | 12.0% |
| ISHARES TR | 26 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TRUST | 26 | Q3 2023 | 6.0% |
| ISHARES TR | 26 | Q3 2023 | 7.9% |
| VANGUARD S&P 500 ETF | 26 | Q3 2023 | 6.6% |
| ISHARES TR | 26 | Q3 2023 | 7.4% |
| ISHARES TR | 26 | Q3 2023 | 5.3% |
| ISHARES TR | 26 | Q3 2023 | 2.2% |
| ISHARES TR | 26 | Q3 2023 | 1.8% |
| ISHARES TR | 26 | Q3 2023 | 1.6% |
View GenWealth Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-10 |
View GenWealth Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.