Genwealth Group, Inc. Top Holdings and 13F Report (2026) About Genwealth Group, Inc.Investment ActivityGenwealth Group, Inc. has $584.49 million in total holdings as of March 31, 2026.Genwealth Group, Inc. owns shares of 85 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 28.11% of the portfolio was purchased this quarter.About 25.14% of the portfolio was sold this quarter.This quarter, Genwealth Group, Inc. has purchased 83 new stocks and bought additional shares in 32 stocks.Genwealth Group, Inc. sold shares of 27 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $82,263,996iShares Gold Trust $55,117,632Schwab U.S. Large-Cap Value ETF $51,956,286iShares 20+ Year Treasury Bond ETF $50,086,881iShares 7-10 Year Treasury Bond ETF $46,699,364 Largest New Holdings this Quarter 464287457 - iShares 1-3 Year Treasury Bond ETF $82,263,996 Holding464287432 - iShares 20+ Year Treasury Bond ETF $50,086,881 Holding69608A108 - PALANTIR TECHNOLOGIES INC $951,405 Holding72201Y101 - PIMCO Dynamic Income Fund $343,164 Holding166764100 - Chevron $245,383 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 996,294 shares (about $82.26M)iShares 20+ Year Treasury Bond ETF 577,770 shares (about $50.09M)PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 133,091 shares (about $8.52M)WisdomTree Bloomberg U.S. Dollar Bullish Fund 178,847 shares (about $4.71M)iShares 7-10 Year Treasury Bond ETF 32,110 shares (about $3.06M) Largest Sales this Quarter Invesco QQQ 42,874 shares (about $24.74M)iShares Core S&P 500 ETF 36,831 shares (about $24.06M)iShares Gold Trust 63,053 shares (about $5.56M)iShares Short Treasury Bond ETF 541 shares (about $59.72K)SPDR S&P 500 ETF Trust 70 shares (about $45.52K) 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 PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$82,263,996$82,263,996 â–²New Holding996,29414.1%ManufacturingIAUiShares Gold Trust$55,117,632$5,558,752 â–¼-9.2%625,2009.4%FinanceSCHVSchwab U.S. Large-Cap Value ETF$51,956,286$1,695,313 â–²3.4%1,703,4848.9%ETFTLTiShares 20+ Year Treasury Bond ETF$50,086,881$50,086,881 â–²New Holding577,7708.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$46,699,364$3,064,578 â–²7.0%489,3068.0%ETFVUGVanguard Growth ETF$42,246,194$2,410,636 â–²6.1%96,7207.2%ETFVOOVanguard S&P 500 ETF$37,755,016$1,820,138 â–²5.1%63,1836.5%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$24,724,591$8,519,163 â–²52.6%386,2614.2%ETFVGLTVanguard Long-Term Treasury ETF$21,801,053$2,260,032 â–²11.6%393,8413.7%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$19,990,579$4,709,042 â–²30.8%759,2323.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$13,179,882$720,318 â–²5.8%172,1962.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,243,480$477,875 â–²4.1%216,3922.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,631,575$524,404 â–²4.7%118,7992.0%ETFSPYSPDR S&P 500 ETF Trust$9,658,850$45,524 â–¼-0.5%14,8521.7%FinanceSSOProShares Ultra S&P500$9,085,345$253,538 â–²2.9%175,1221.6%ETFDDMProShares Ultra Dow30$8,612,951$287,367 â–²3.5%165,4751.5%ETFQLDProShares Ultra QQQ$8,539,051$296,278 â–²3.6%139,9841.5%ETFOEFiShares S&P 100 ETF$5,403,691$39,759 â–¼-0.7%16,9890.9%ETFAAPLApple$5,059,899$12,690 â–²0.3%19,9370.9%Computer and TechnologyRAFEPimco Rafi Esg U.S. Etf$3,751,421$214,307 â–²6.1%90,1500.6%ETFIWFiShares Russell 1000 Growth ETF$3,701,578$3,411 â–¼-0.1%8,6810.6%ETFUSXFiShares ESG Advanced MSCI USA ETF$3,586,620$77,887 â–²2.2%64,9750.6%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$3,583,281$845 â–¼0.0%123,0100.6%ETFIVWiShares S&P 500 Growth ETF$3,568,168$679 â–¼0.0%31,5460.6%ETFVTVVanguard Value ETF$3,254,078$472,436 â–²17.0%16,5860.6%ETFSNPEXtrackers S&P 500 Scored & Screened ETF$3,155,733$156,319 â–²5.2%52,9930.5%ETFIVEiShares S&P 500 Value ETF$2,991,165$4,434 â–¼-0.1%14,1660.5%ETFILCGiShares Morningstar Growth ETF$2,981,268$15,181 â–¼-0.5%31,2240.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,492,624$192,679 â–²8.4%100,0650.4%ETFIWBiShares Russell 1000 ETF$2,241,693$2,496 â–¼-0.1%6,2870.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$2,109,706$27,010 â–¼-1.3%80,2170.4%ETFSHViShares Short Treasury Bond ETF$1,899,260$59,721 â–¼-3.0%17,2050.3%ETFIWDiShares Russell 1000 Value ETF$1,737,778$7,478 â–¼-0.4%8,1330.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,734,503$336,841 â–²24.1%60,5200.3%ETFILCViShares Morningstar Value ETF$1,629,484$2,701 â–¼-0.2%17,4950.3%ETFSCHXSchwab US Large-Cap ETF$1,401,559$17,435 â–¼-1.2%54,6630.2%ETFJPMJPMorgan Chase & Co.$1,261,652$2,942 â–²0.2%4,2890.2%FinanceIYYiShares Dow Jones U.S. ETF$1,009,0100.0%6,3680.2%ETFPALANTIR TECHNOLOGIES INC$951,405$951,405 â–²New Holding6,5040.2%CL AIEIiShares 3-7 Year Treasury Bond ETF$945,361$2,491 â–¼-0.3%7,9710.2%ETFJNJJohnson & Johnson$935,668$5,377 â–¼-0.6%3,8280.2%MedicalBRK.BBerkshire Hathaway$898,979$263,560 â–²41.5%1,8760.2%FinanceMETAMeta Platforms$800,9070.0%1,4000.1%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$760,206$3,235 â–¼-0.4%3,0550.1%ETFUSFRWisdomTree Floating Rate Treasury Fund$709,240$142,160 â–²25.1%14,0890.1%FinanceGOOGAlphabet$691,046$161,502 â–²30.5%2,4090.1%Computer and TechnologyNVDANVIDIA$671,137$89,473 â–²15.4%3,8480.1%Computer and TechnologyGOOGLAlphabet$564,768$1,150 â–¼-0.2%1,9640.1%Computer and TechnologyIWXiShares Russell Top 200 Value ETF$540,8220.0%5,8360.1%ETFXOMExxonMobil$534,155$68,381 â–²14.7%3,1480.1%EnergyTSLATesla$529,7440.0%1,4250.1%Auto/Tires/TrucksNFLXNetflix$519,498$21,826 â–¼-4.0%5,4030.1%Consumer DiscretionaryAMGNAmgen$502,442$5,981 â–¼-1.2%1,4280.1%MedicalIVViShares Core S&P 500 ETF$501,090$24,062,120 â–¼-98.0%7670.1%ETFMSFTMicrosoft$500,840$111,791 â–²28.7%1,3530.1%Computer and TechnologyQQQInvesco QQQ$484,128$24,739,576 â–¼-98.1%8390.1%FinanceSCHDSchwab US Dividend Equity ETF$480,081$42,707 â–²9.8%15,6480.1%ETFAMZNAmazon.com$461,526$62,481 â–²15.7%2,2160.1%Retail/WholesaleAVGOBroadcom$417,8390.0%1,3500.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$391,6530.0%2,5250.1%ManufacturingTAT&T$388,039$725 â–¼-0.2%13,3850.1%Computer and TechnologyQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$382,6980.0%3,0140.1%ManufacturingLLYEli Lilly and Company$368,8280.0%4010.1%MedicalPDIPIMCO Dynamic Income Fund$343,164$343,164 â–²New Holding20,0560.1%Financial ServicesHONHoneywell International$334,0720.0%1,4780.1%Multi-Sector ConglomeratesVZVerizon Communications$326,007$653 â–¼-0.2%6,4940.1%Computer and TechnologyIWLiShares Russell Top 200 ETF$320,636$963 â–¼-0.3%1,9980.1%ETFMARMarriott International$315,6230.0%9650.1%Consumer DiscretionaryALLAllstate$290,483$41,675 â–¼-12.5%1,4010.0%FinancePFFiShares Preferred and Income Securities ETF$283,2490.0%9,3420.0%ETFCOPConocoPhillips$281,9520.0%2,1360.0%EnergyADPAutomatic Data Processing$266,166$79,240 â–²42.4%1,3100.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$252,527$39,271 â–²18.4%2,0320.0%ETFCVXChevron$245,383$245,383 â–²New Holding1,1860.0%EnergyORCLOracle$241,996$55,902 â–²30.0%1,6450.0%Computer and TechnologyPMPhilip Morris International$232,7990.0%1,4080.0%Consumer StaplesVGTVanguard Information Technology ETF$230,2480.0%3300.0%ETFPFEPfizer$219,838$219,838 â–²New Holding7,8290.0%MedicalCOSTCostco Wholesale$213,236$11,957 â–¼-5.3%2140.0%Retail/WholesaleVGITVanguard Intermediate-Term Treasury ETF$210,2120.0%3,5300.0%ETFROKURoku$208,164$208,164 â–²New Holding2,2000.0%Consumer DiscretionaryNRKNuveen New York AMT-Free Quality Municipal Income Fund$179,342$179,342 â–²New Holding17,5650.0%Financial ServicesPGXInvesco Preferred ETF$163,9510.0%15,0690.0%ETFRCATRed Cat$157,394$157,394 â–²New Holding12,0240.0%Business ServicesSPFFGlobal X SuperIncome Preferred ETF$94,4830.0%10,6280.0%ETFIWPiShares Russell Mid-Cap Growth ETF$0$28,774,257 â–¼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$28,579,681 â–¼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$25,411,115 â–¼-100.0%00.0%FinanceTLHiShares 10-20 Year Treasury Bond ETF$0$6,659,683 â–¼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$2,388,627 â–¼-100.0%00.0%ETFBACBank of America$0$214,115 â–¼-100.0%00.0%FinanceEMREmerson Electric$0$202,994 â–¼-100.0%00.0%IndustrialsShowing 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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