Genwealth Group, Inc. Top Holdings and 13F Report (2025) About Genwealth Group, Inc.Investment ActivityGenwealth Group, Inc. has $495.87 million in total holdings as of June 30, 2025.Genwealth Group, Inc. owns shares of 70 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 26.96% of the portfolio was purchased this quarter.About 23.04% of the portfolio was sold this quarter.This quarter, Genwealth Group, Inc. has purchased 71 new stocks and bought additional shares in 30 stocks.Genwealth Group, Inc. sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Gold Trust $42,751,023Schwab U.S. Large-Cap Value ETF $42,541,264Vanguard Growth ETF $40,295,752iShares 7-10 Year Treasury Bond ETF $37,203,666Vanguard S&P 500 ETF $32,645,891 Largest New Holdings this Quarter 464287481 - iShares Russell Mid-Cap Growth ETF $26,668,441 Holding464287507 - iShares Core S&P Mid-Cap ETF $25,488,732 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $20,859,490 Holding92204A702 - Vanguard Information Technology ETF $238,781 Holding571903202 - Marriott International $220,480 Holding Largest Purchases this Quarter iShares Russell Mid-Cap Growth ETF 192,302 shares (about $26.67M)iShares Core S&P Mid-Cap ETF 410,976 shares (about $25.49M)Invesco QQQ 40,370 shares (about $22.27M)iShares Core S&P 500 ETF 34,174 shares (about $21.22M)SPDR Dow Jones Industrial Average ETF Trust 47,338 shares (about $20.86M) Largest Sales this Quarter iShares Gold Trust 110,327 shares (about $6.88M)First Trust NASDAQ-100 Equal Weighted Index Fund 1,489 shares (about $203.23K)iShares Russell 1000 Value ETF 1,039 shares (about $201.80K)iShares Dow Jones U.S. ETF 550 shares (about $82.98K)iShares 3-7 Year Treasury Bond ETF 643 shares (about $76.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGenwealth Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$42,751,023$6,879,992 ▼-13.9%685,5528.6%FinanceSCHVSchwab U.S. Large-Cap Value ETF$42,541,264$2,892,234 ▲7.3%1,537,4518.6%ETFVUGVanguard Growth ETF$40,295,752$2,786,485 ▲7.4%91,9158.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$37,203,666$696,152 ▲1.9%388,4697.5%ETFVOOVanguard S&P 500 ETF$32,645,891$3,216,761 ▲10.9%57,4726.6%ETFIWPiShares Russell Mid-Cap Growth ETF$26,668,441$26,668,441 ▲New Holding192,3025.4%ETFIJHiShares Core S&P Mid-Cap ETF$25,488,732$25,488,732 ▲New Holding410,9765.1%ETFQQQInvesco QQQ$22,732,399$22,269,576 ▲4,811.7%41,2094.6%FinanceIVViShares Core S&P 500 ETF$21,694,901$21,218,670 ▲4,455.5%34,9414.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$20,859,490$20,859,490 ▲New Holding47,3384.2%FinanceZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$19,808,730$184,107 ▲0.9%295,3444.0%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$15,202,754$189,590 ▲1.3%589,9403.1%FinanceVGLTVanguard Long-Term Treasury ETF$15,061,613$870,983 ▲6.1%268,3823.0%ETFSPLGSPDR Portfolio S&P 500 ETF$12,467,207$213,272 ▲1.7%171,5122.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,166,841$246,021 ▲2.3%117,1512.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$10,210,787$284,520 ▲2.9%195,0862.1%ETFSPYSPDR S&P 500 ETF Trust$9,443,837$75,996 ▼-0.8%15,2851.9%FinanceQLDProShares Ultra QQQ$9,385,075$1,761,776 ▲23.1%79,7301.9%ETFSSOProShares Ultra S&P500$8,896,172$1,050,787 ▲13.4%91,0371.8%ETFDDMProShares Ultra Dow30$7,476,128$548,083 ▲7.9%76,2641.5%ETFOEFiShares S&P 100 ETF$5,423,517$8,522 ▲0.2%17,8201.1%ETFIWFiShares Russell 1000 Growth ETF$3,896,371$34,816 ▼-0.9%9,1770.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,720,653$277,261 ▲8.1%127,3760.8%ETFIVWiShares S&P 500 Growth ETF$3,615,244$10,239 ▼-0.3%32,8360.7%ETFUSXFiShares ESG Advanced MSCI USA ETF$3,409,131$58,676 ▲1.8%63,2140.7%ManufacturingRAFEPimco Rafi Esg U.S. Etf$3,185,338$102,749 ▲3.3%83,5170.6%ETFILCGiShares Morningstar Growth ETF$3,115,0440.0%32,1470.6%ETFSNPEXtrackers S&P 500 Scored & Screened ETF$2,861,499$95,614 ▲3.5%51,7450.6%ETFIVEiShares S&P 500 Value ETF$2,809,695$13,875 ▼-0.5%14,3780.6%ETFAAPLApple$2,244,281$66,268 ▲3.0%10,9390.5%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$2,218,534$31,438 ▲1.4%88,6350.4%ETFIWBiShares Russell 1000 ETF$2,168,494$5,094 ▼-0.2%6,3860.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$2,104,645$90,664 ▲4.5%79,1820.4%ETFVTVVanguard Value ETF$2,096,692$270,239 ▲14.8%11,8630.4%ETFSHViShares Short Treasury Bond ETF$1,766,610$11,925 ▲0.7%15,9990.4%ETFILCViShares Morningstar Value ETF$1,500,520$40,528 ▼-2.6%17,9940.3%ETFIWDiShares Russell 1000 Value ETF$1,466,825$201,805 ▼-12.1%7,5520.3%ETFSCHXSchwab US Large-Cap ETF$1,438,245$294,160 ▲25.7%58,8480.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,403,027$54,519 ▼-3.7%48,7670.3%ETFJPMJPMorgan Chase & Co.$1,161,090$137,417 ▲13.4%4,0050.2%FinanceMETAMeta Platforms$1,158,6030.0%1,5700.2%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$959,984$76,575 ▼-7.4%8,0610.2%ETFIYYiShares Dow Jones U.S. ETF$902,830$82,981 ▼-8.4%5,9840.2%ETFIWYiShares Russell Top 200 Growth ETF$820,1390.0%3,3270.2%ETFMSFTMicrosoft$586,9440.0%1,1800.1%Computer and TechnologyJNJJohnson & Johnson$544,070$10,539 ▼-1.9%3,5620.1%MedicalBRK.BBerkshire Hathaway$521,231$4,858 ▼-0.9%1,0730.1%FinanceIWXiShares Russell Top 200 Value ETF$491,3330.0%5,8360.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$445,863$40,542 ▼-8.3%4,3880.1%ETFIWLiShares Russell Top 200 ETF$437,923$15,618 ▼-3.4%2,8600.1%ETFXOMExxon Mobil$414,289$76,325 ▲22.6%3,8430.1%EnergyTAT&T$410,685$6,338 ▲1.6%14,1910.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$383,8210.0%2,5520.1%ManufacturingAMGNAmgen$383,6350.0%1,3740.1%MedicalTSLATesla$324,6490.0%1,0220.1%Auto/Tires/TrucksALLAllstate$322,4990.0%1,6020.1%FinanceUSFRWisdomTree Floating Rate Treasury Fund$320,324$26,362 ▲9.0%6,3670.1%FinancePFFiShares Preferred and Income Securities ETF$286,6130.0%9,3420.1%ETFHONHoneywell International$264,3190.0%1,1350.1%Multi-Sector ConglomeratesGOOGAlphabet$250,1200.0%1,4100.1%Computer and TechnologyVZVerizon Communications$242,578$303 ▼-0.1%5,6060.0%Computer and TechnologyVGTVanguard Information Technology ETF$238,781$238,781 ▲New Holding3600.0%ETFMARMarriott International$220,480$220,480 ▲New Holding8070.0%Consumer DiscretionaryADPAutomatic Data Processing$219,5810.0%7120.0%Computer and TechnologyLLYEli Lilly and Company$218,2680.0%2800.0%MedicalVGITVanguard Intermediate-Term Treasury ETF$211,1290.0%3,5300.0%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$208,147$203,233 ▼-49.4%1,5250.0%ManufacturingEMREmerson Electric$207,595$207,595 ▲New Holding1,5570.0%IndustrialsPGXInvesco Preferred ETF$167,7180.0%15,0690.0%ETFSPFFGlobal X SuperIncome Preferred ETF$95,3330.0%10,6280.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$58,861,090 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$43,117,846 ▼-100.0%00.0%FinanceMUBiShares National Muni Bond ETF$0$2,929,018 ▼-100.0%00.0%ETFMUSTColumbia Multi-Sector Municipal Income ETF$0$576,646 ▼-100.0%00.0%ETFHYDVanEck High Yield Muni ETF$0$574,547 ▼-100.0%00.0%ETFSIX FLAGS ENTERTAINMENT CORP$0$229,394 ▼-100.0%00.0%COMCOPConocoPhillips$0$224,323 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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