GenWealth Group, Inc.
CIK
1713678
Location
Maplewood, NJ
Portfolio Value
Micro
$84,483,567
Diversification
Highly concentrated
Filing Date
Global Rank
#5,690
/ 8,232
▼ 684
Top Industry
Consumer Electronics
26.3%
3Y Alpha vs SPY
+1.9%
Period ended 2 months ago
Filed May 11, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+85.2%
SPY
+76.5%
Annualised alpha
+2.0%
Max drawdown
−12.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
65.2%
+23.8 pts
Top 5
85.3%
−5.9 pts
Top 10
89.9%
−4.6 pts
HHI
4,435
Highly concentrated+1,910
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 77.2% | $65,260,735 |
| Technology | 9.6% | $8,109,145 |
| Financial Services | 3.5% | $2,973,610 |
| Communication Services | 3.3% | $2,807,440 |
| Healthcare | 2.4% | $2,026,822 |
| Consumer Cyclical | 1.5% | $1,306,891 |
| Energy | 1.3% | $1,061,424 |
| Industrials | 0.6% | $491,466 |
| Consumer Defensive | 0.5% | $446,034 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | +550 | 1,876 | $898,979 | |
| NVDA | Nvidia Corp | +513 | 3,848 | $671,091 | |
| XOM | Exxon Mobil Corp | +403 | 3,148 | $534,089 | |
| ADP | Automatic Data Processing Inc | +390 | 1,310 | $266,165 | |
| ORCL | Oracle Corp | +380 | 1,645 | $241,995 | |
| MSFT | Microsoft Corp | +302 | 1,353 | $500,840 | |
| AMZN | Amazon Com Inc | +300 | 2,216 | $461,526 | |
| AAPL | Apple Inc. | +50 | 19,937 | $5,059,811 | |
| JPM | Jpmorgan Chase & Co | +10 | 4,289 | $1,261,652 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −63,053 | 625,200 | $55,117,632 | |
| QQQ | Invesco Qqq Trust, Series 1 | −42,874 | 839 | $484,254 | |
| NFLX | Netflix Inc | −227 | 5,403 | $519,498 | |
| ALL | Allstate Corp | −201 | 1,401 | $290,483 | |
| SPY | Spdr S&P 500 ETF Trust | −70 | 14,852 | $9,658,849 | |
| T | At&T Inc. | −25 | 13,385 | $388,031 | |
| JNJ | Johnson & Johnson | −22 | 3,828 | $935,716 | |
| AMGN | Amgen Inc | −17 | 1,428 | $502,441 | |
| VZ | Verizon Communications Inc | −13 | 6,494 | $325,998 | |
| COST | Costco Wholesale Corp /New | −12 | 214 | $213,236 | |
| GOOGL | Alphabet Inc. | −4 | 1,964 | $564,767 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 6,504 | $951,405 | |
| PDI | PIMCO Dynamic Income Fund | 20,056 | $343,158 | |
| CVX | Chevron Corp | 1,186 | $245,383 | |
| PFE | Pfizer Inc | 7,829 | $219,838 | |
| ROKU | Roku, Inc | 2,200 | $208,164 | |
| NRK | Nuveen New York Amt-Free Quality Municipal Income Fund | 17,565 | $179,338 | |
| RCAT | Red Cat Holdings, Inc. | 12,024 | $157,394 | |
| No positions match the current search. | ||||
35 positions ·
$84,483,567 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 625,200 | $55,117,632 | 65.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 14,852 | $9,658,849 | 11.43% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,937 | $5,059,811 | 5.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,289 | $1,261,652 | 1.49% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 6,504 | $951,405 | 1.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,828 | $935,716 | 1.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,876 | $898,979 | 1.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 1,400 | $800,982 | 0.95% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,848 | $671,091 | 0.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,964 | $564,767 | 0.67% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 3,148 | $534,089 | 0.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,425 | $529,743 | 0.63% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 5,403 | $519,498 | 0.61% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,428 | $502,441 | 0.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,353 | $500,840 | 0.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 839 | $484,254 | 0.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,216 | $461,526 | 0.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,350 | $417,838 | 0.49% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 13,385 | $388,031 | 0.46% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 401 | $368,827 | 0.44% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
NEW | 20,056 | $343,158 | 0.41% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 1,478 | $334,072 | 0.40% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 6,494 | $325,998 | 0.39% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 965 | $315,622 | 0.37% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 1,401 | $290,483 | 0.34% | |
| COP |
Conocophillips
Energy
|
Held | 2,136 | $281,952 | 0.33% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,310 | $266,165 | 0.32% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,186 | $245,383 | 0.29% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,645 | $241,995 | 0.29% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,408 | $232,798 | 0.28% | |
| PFE |
Pfizer Inc
Healthcare
|
NEW | 7,829 | $219,838 | 0.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 214 | $213,236 | 0.25% | |
| ROKU |
Roku, Inc
Communication Services
|
NEW | 2,200 | $208,164 | 0.25% | |
| NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
Financial Services
|
NEW | 17,565 | $179,338 | 0.21% | |
| RCAT |
Red Cat Holdings, Inc.
Industrials
|
NEW | 12,024 | $157,394 | 0.19% |