GenWealth Group, Inc.
CIK
1713678
Location
Maplewood, NJ
Portfolio Value
Micro
$1,061,424
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. | ||||
3 positions ·
$1,061,424 total
· Energy only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology