GenWealth Group, Inc.

Position in PDI — PIMCO Dynamic Income Fund

CIK 1713678 Maplewood, NJ

Position in PDI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$453,187

+$110,029 QoQ

Shares Held

27,137

+35.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#67

of 153 holders

Holding Since

Dec 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GenWealth Group, Inc. holds $757,298 across 3 Asset Management names. PDI ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund This page	27,137	$453,187
2	NRK	Nuveen New York Amt-Free Quality Municipal Income Fund	17,565	$188,296
3	NMZ	Nuveen Municipal High Income Opportunity Fund	10,957	$115,815

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,187	27,137	+35.3%	Shares	Sole	2026-07-10
2026-03-31	$343,158	20,056	+116.6%	Shares	Sole	2026-05-11
2022-03-31	$225,690	9,261	0.0%	Shares	Sole	2022-05-05
2021-12-31	$239,952	9,261	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.