GenWealth Group, Inc.
Annual return '25
+22.0%
SPY '25
+17.7%
Alpha
+4.3ptsvs SPY
Invested
$584.5M
Holdings
85
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHY
ISHARES TR
Held since at least Q1 2024
14.1%
02
$IAU
ISHARES GOLD TR
Q4 2025: Exited (was 720.7k shares)
9.4%
03
$SCHV
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.55M shares)
8.9%
04
$TLT
ISHARES TR
Q2 2025: Exited (was 646.6k shares)
8.6%
05
$IEF
ISHARES TR
Q4 2025: Exited (was 412.7k shares)
8.0%
06
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 88.2k shares)
7.2%
07
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 56.8k shares)
6.5%
08
$ZROZ
PIMCO ETF TR
Q4 2025: Exited (was 326.0k shares)
4.2%
09
$VGLT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 321.3k shares)
3.7%
10
$USDU
WISDOMTREE TR
Q4 2025: Exited (was 638.3k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.