GenWealth Group, Inc.
CIK
1713678
Location
Maplewood, NJ
Portfolio Value
Small
$138,213,261
Diversification
Moderately concentrated
Filing Date
Global Rank
#1,468
/ 2,968
▲ 4587
Top Industry
Consumer Electronics
29.1%
3Y Alpha vs SPY
+2.0%
Period ended 29 days ago
Filed Jul 10, 2026 · 19d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+76.5%
SPY
+67.9%
Annualised alpha
+2.0%
Max drawdown
−12.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
34.8%
−30.5 pts
Top 5
90.0%
+4.7 pts
Top 10
93.6%
+3.8 pts
HHI
2,229
Moderately concentrated−2,207
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.9% | $118,688,041 |
| Technology | 6.2% | $8,521,527 |
| Financial Services | 2.7% | $3,800,565 |
| Communication Services | 1.7% | $2,371,703 |
| Healthcare | 1.4% | $1,965,379 |
| Consumer Cyclical | 1.2% | $1,721,776 |
| Energy | 0.5% | $649,947 |
| Consumer Defensive | 0.2% | $254,721 |
| Industrials | 0.2% | $239,602 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +42,036 | 42,875 | $31,573,150 | |
| IAU | Ishares Gold Trust | +11,322 | 636,522 | $48,063,776 | |
| PDI | PIMCO Dynamic Income Fund | +7,081 | 27,137 | $453,187 | |
| BRK-B | Berkshire Hathaway Inc | +366 | 2,242 | $1,121,874 | |
| AMZN | Amazon Com Inc | +140 | 2,356 | $561,529 | |
| NVDA | Nvidia Corp | +1 | 3,849 | $770,146 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −281 | 19,656 | $5,687,660 | |
| ADP | Automatic Data Processing Inc | −192 | 1,118 | $250,376 | |
| SPY | Spdr S&P 500 ETF Trust | −183 | 14,669 | $10,954,369 | |
| NFLX | Netflix Inc | −161 | 5,242 | $374,278 | |
| VZ | Verizon Communications Inc | −110 | 6,384 | $270,298 | |
| JPM | Jpmorgan Chase & Co | −68 | 4,221 | $1,381,659 | |
| T | At&T Inc. | −66 | 13,319 | $275,703 | |
| GOOGL | Alphabet Inc. | −62 | 1,902 | $679,717 | |
| META | Meta Platforms, Inc. | −30 | 1,370 | $771,707 | |
| AVGO | Broadcom Inc. | −16 | 1,334 | $503,918 | |
| JNJ | Johnson & Johnson | −15 | 3,813 | $968,387 | |
| XOM | ExxonMobil Holdings Corp | −13 | 3,135 | $428,617 | |
| COP | Conocophillips | −7 | 2,129 | $221,330 | |
| AMGN | Amgen Inc | −3 | 1,425 | $516,021 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 53,785 | $28,096,746 | |
| CSCO | Cisco Systems, Inc. | 2,552 | $299,757 | |
| INTC | Intel Corp | 1,890 | $263,900 | |
| CAT | Caterpillar Inc | 225 | $239,602 | |
| BAC | Bank Of America Corp /De/ | 3,622 | $206,381 | |
| MCD | Mcdonalds Corp | 752 | $203,273 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | 10,957 | $115,815 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 6,504 | $951,405 | |
| HON | Honeywell International Inc | 1,478 | $334,072 | |
| CVX | Chevron Corp | 1,186 | $245,383 | |
| PFE | Pfizer Inc | 7,829 | $219,838 | |
| COST | Costco Wholesale Corp /New | 214 | $213,236 | |
| ROKU | Roku, Inc | 2,200 | $208,164 | |
| RCAT | Red Cat Holdings, Inc. | 12,024 | $157,394 | |
| No positions match the current search. | ||||
35 tracked positions ·
$138,213,261 total
· as of Jun 30, 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
|
Added | 636,522 | $48,063,776 | 34.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 42,875 | $31,573,150 | 22.84% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
NEW | 53,785 | $28,096,746 | 20.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 14,669 | $10,954,369 | 7.93% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,656 | $5,687,660 | 4.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,221 | $1,381,659 | 1.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,242 | $1,121,874 | 0.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,813 | $968,387 | 0.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,370 | $771,707 | 0.56% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,849 | $770,146 | 0.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,902 | $679,717 | 0.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,425 | $599,355 | 0.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,356 | $561,529 | 0.41% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,425 | $516,021 | 0.37% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,353 | $504,696 | 0.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,334 | $503,918 | 0.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 401 | $480,971 | 0.35% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
Added | 27,137 | $453,187 | 0.33% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,135 | $428,617 | 0.31% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 5,242 | $374,278 | 0.27% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 965 | $357,619 | 0.26% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 1,401 | $333,353 | 0.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,552 | $299,757 | 0.22% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 13,319 | $275,703 | 0.20% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 6,384 | $270,298 | 0.20% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,890 | $263,900 | 0.19% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,408 | $254,721 | 0.18% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,118 | $250,376 | 0.18% | |
| ORCL |
Oracle Corp
Technology
|
Held | 1,645 | $241,074 | 0.17% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 225 | $239,602 | 0.17% | |
| COP |
Conocophillips
Energy
|
Reduced | 2,129 | $221,330 | 0.16% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 3,622 | $206,381 | 0.15% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 752 | $203,273 | 0.15% | |
| NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
Financial Services
|
Held | 17,565 | $188,296 | 0.14% | |
| NMZ |
Nuveen Municipal High Income Opportunity Fund
Financial Services
|
NEW | 10,957 | $115,815 | 0.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.