Portfolio (Quarterly)
Guide ↗
GenWealth Group, Inc.
· CIK 0001713678| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IYY | ISHARES TR | — | 6,310.0 | $1.2M | 0.18% | NEW | — | $182.28 | +2.4% |
| 42 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,242.0 | $1.1M | 0.17% | NEW | — | $500.39 | — |
| 43 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,813.0 | $968K | 0.15% | NEW | — | $253.98 | +6.4% |
| 44 | IEI | ISHARES TR | — | 7,971.0 | $936K | 0.15% | NEW | — | $117.45 | -0.9% |
| 45 | GOOG | ALPHABET INC | — | 2,310.0 | $816K | 0.13% | NEW | — | $353.33 | — |
| 46 | META | META PLATFORMS INC | Communication Services | 1,370.0 | $772K | 0.12% | NEW | — | $563.27 | -2.4% |
| 47 | NVDA | NVIDIA CORPORATION | Technology | 3,849.0 | $770K | 0.12% | NEW | — | $200.07 | +7.3% |
| 48 | IWY | ISHARES TR | — | 2,558.0 | $743K | 0.12% | NEW | — | $290.62 | -1.7% |
| 49 | USFR | WISDOMTREE TR | — | 13,500.0 | $680K | 0.11% | NEW | — | $50.35 | +0.3% |
| 50 | GOOGL | ALPHABET INC | Communication Services | 1,902.0 | $680K | 0.11% | NEW | — | $357.37 | -3.5% |
| 51 | IWX | ISHARES TR | — | 5,836.0 | $614K | 0.10% | NEW | — | $105.16 | +6.8% |
| 52 | TSLA | TESLA INC | Consumer Cyclical | 1,425.0 | $599K | 0.09% | NEW | — | $420.60 | -13.7% |
| 53 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,356.0 | $562K | 0.09% | NEW | — | $238.34 | +8.5% |
| 54 | AMGN | AMGEN INC | Healthcare | 1,425.0 | $516K | 0.08% | NEW | — | $362.12 | +21.3% |
| 55 | MSFT | MICROSOFT CORP | Technology | 1,353.0 | $505K | 0.08% | NEW | — | $373.02 | +29.5% |
| 56 | AVGO | BROADCOM INC | Technology | 1,334.0 | $504K | 0.08% | NEW | — | $377.75 | -2.5% |
| 57 | SCHD | SCHWAB STRATEGIC TR | — | 15,490.0 | $491K | 0.08% | NEW | — | $31.71 | +10.7% |
| 58 | QQEW | FIRST TR EXCHANGE-TRADED FD | — | 3,014.0 | $481K | 0.07% | NEW | — | $159.60 | +3.0% |
| 59 | LLY | ELI LILLY & CO | Healthcare | 401.0 | $481K | 0.07% | NEW | — | $1199.43 | +4.6% |
| 60 | IUSG | ISHARES TR | — | 2,468.0 | $464K | 0.07% | NEW | — | $188.09 | +0.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
88.5%
Technology
6.0%
Communication Services
1.7%
Healthcare
1.4%
Consumer Cyclical
1.3%
Energy
0.5%
Industrials
0.4%
Consumer Defensive
0.2%