Genwealth Group, Inc. Top Holdings and 13F Report (2025) About Genwealth Group, Inc.Investment ActivityGenwealth Group, Inc. has $453.62 million in total holdings as of March 31, 2025.Genwealth Group, Inc. owns shares of 71 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 29.74% of the portfolio was purchased this quarter.About 25.91% of the portfolio was sold this quarter.This quarter, Genwealth Group, Inc. has purchased 74 new stocks and bought additional shares in 25 stocks.Genwealth Group, Inc. sold shares of 25 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $58,861,090iShares Gold Trust $46,925,026SPDR Gold Shares $43,117,846Schwab U.S. Large-Cap Value ETF $38,087,154iShares 7-10 Year Treasury Bond ETF $36,355,025 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $58,861,090 Holding78463V107 - SPDR Gold Shares $43,117,846 Holding464288414 - iShares National Muni Bond ETF $2,929,018 Holding19761L607 - Columbia Multi-Sector Municipal Income ETF $576,646 Holding92189H409 - VanEck High Yield Muni ETF $574,547 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 646,612 shares (about $58.86M)SPDR Gold Shares 149,642 shares (about $43.12M)iShares 7-10 Year Treasury Bond ETF 133,993 shares (about $12.78M)Vanguard Long-Term Treasury Index ETF 96,956 shares (about $5.59M)PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 66,397 shares (about $4.76M) Largest Sales this Quarter iShares Core S&P 500 ETF 35,542 shares (about $19.97M)Invesco QQQ 37,182 shares (about $17.43M)Schwab Intermediate-Term U.S. Treasury ETF 430,029 shares (about $10.69M)SPDR Portfolio Long Term Treasury ETF 287,777 shares (about $7.84M)SPDR S&P 500 ETF Trust 645 shares (about $360.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGenwealth Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$58,861,090$58,861,090 ▲New Holding646,61213.0%ETFIAUiShares Gold Trust$46,925,026$77,356 ▼-0.2%795,87910.3%FinanceGLDSPDR Gold Shares$43,117,846$43,117,846 ▲New Holding149,6429.5%FinanceSCHVSchwab U.S. Large-Cap Value ETF$38,087,154$748,732 ▲2.0%1,432,9258.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$36,355,025$12,778,906 ▲54.2%381,2008.0%ETFVUGVanguard Growth ETF$31,727,171$37,082 ▼-0.1%85,5597.0%ETFVOOVanguard S&P 500 ETF$26,625,119$613,094 ▲2.4%51,8095.9%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$20,958,844$4,756,012 ▲29.4%292,5994.6%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$15,881,213$639,356 ▲4.2%582,5833.5%FinanceVGLTVanguard Long-Term Treasury Index ETF$14,567,406$5,585,645 ▲62.2%252,8623.2%ETFSPLGSPDR Portfolio S&P 500 ETF$11,085,689$218,652 ▲2.0%168,5782.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$9,685,433$239,518 ▲2.5%189,6502.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,208,029$27,889 ▼-0.3%114,5702.0%ETFSPYSPDR S&P 500 ETF Trust$8,619,081$360,807 ▼-4.0%15,4081.9%FinanceSSOProShares Ultra S&P500$6,645,933$284,019 ▲4.5%80,2841.5%ETFDDMProShares Ultra Dow30$6,465,885$337,873 ▲5.5%70,6731.4%ETFQLDProShares Ultra QQQ$5,756,164$278,107 ▲5.1%64,7631.3%ETFOEFiShares S&P 100 ETF$4,818,607$20,854 ▼-0.4%17,7921.1%ETFIWFiShares Russell 1000 Growth ETF$3,343,332$27,082 ▼-0.8%9,2590.7%ETFIVWiShares S&P 500 Growth ETF$3,056,799$24,321 ▼-0.8%32,9290.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,951,815$66,056 ▲2.3%117,8840.7%ETFRAFEPimco Rafi Esg U.S. Etf$2,936,300$5,159 ▲0.2%80,8230.6%ETFMUBiShares National Muni Bond ETF$2,929,018$2,929,018 ▲New Holding27,7790.6%ETFUSXFiShares ESG Advanced MSCI USA ETF$2,899,420$14,514 ▼-0.5%62,1260.6%ManufacturingIVEiShares S&P 500 Value ETF$2,753,681$4,764 ▼-0.2%14,4490.6%ETFILCGiShares Morningstar Growth ETF$2,603,586$5,264 ▼-0.2%32,1470.6%ETFSNPEXtrackers S&P 500 ESG ETF$2,522,307$35,906 ▲1.4%50,0160.6%ETFAAPLApple$2,358,113$288,989 ▲14.0%10,6160.5%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$2,172,242$10,690,521 ▼-83.1%87,3790.5%ETFSPTLSPDR Portfolio Long Term Treasury ETF$2,065,510$7,844,773 ▼-79.2%75,7710.5%ETFIWBiShares Russell 1000 ETF$1,963,443$613 ▼0.0%6,4010.4%ETFVTVVanguard Value ETF$1,785,120$109,000 ▲6.5%10,3340.4%ETFSHViShares Short Treasury Bond ETF$1,755,320$605,984 ▲52.7%15,8910.4%ETFIWDiShares Russell 1000 Value ETF$1,616,483$3,199 ▼-0.2%8,5910.4%ETFILCViShares Morningstar Value ETF$1,505,1960.0%18,4800.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,447,920$4,087 ▼-0.3%50,6620.3%ETFSCHXSchwab US Large-Cap ETF$1,033,609$130,073 ▲14.4%46,8120.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,028,247$58,004 ▼-5.3%8,7040.2%ETFMETAMeta Platforms$904,726$245,486 ▲37.2%1,5700.2%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$889,277$28,717 ▼-3.1%6,5340.2%ETFJPMJPMorgan Chase & Co.$866,154$61,080 ▼-6.6%3,5310.2%FinanceIWYiShares Russell Top 200 Growth ETF$701,797$2,742 ▼-0.4%3,3270.2%ETFJNJJohnson & Johnson$602,183$124,052 ▲25.9%3,6310.1%MedicalBRK.BBerkshire Hathaway$576,784$289,723 ▲100.9%1,0830.1%FinanceMUSTColumbia Multi-Sector Municipal Income ETF$576,646$576,646 ▲New Holding28,6390.1%ETFHYDVanEck High Yield Muni ETF$574,547$574,547 ▲New Holding11,2260.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$496,694$28,015 ▼-5.3%4,7870.1%ETFIWXiShares Russell Top 200 Value ETF$479,6020.0%5,8360.1%ETFMSFTMicrosoft$442,960$76,580 ▼-14.7%1,1800.1%Computer and TechnologyIVViShares Core S&P 500 ETF$431,008$19,972,472 ▼-97.9%7670.1%ETFAMGNAmgen$428,0700.0%1,3740.1%MedicalIWLiShares Russell Top 200 ETF$407,0080.0%2,9620.1%ETFTAT&T$395,136$2,093 ▲0.5%13,9720.1%Computer and TechnologyQQQInvesco QQQ$393,310$17,430,337 ▼-97.8%8390.1%FinanceXOMExxon Mobil$372,791$595 ▲0.2%3,1350.1%EnergyQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$364,4830.0%3,0140.1%ManufacturingALLAllstate$331,7260.0%1,6020.1%FinanceIUSGiShares Core S&P U.S. Growth ETF$324,308$6,227 ▼-1.9%2,5520.1%ManufacturingUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$294,078$81,887 ▲38.6%5,8430.1%FinancePFFiShares Preferred and Income Securities ETF$287,0800.0%9,3420.1%ETFTSLATesla$264,862$128,284 ▲93.9%1,0220.1%Auto/Tires/TrucksVZVerizon Communications$254,6130.0%5,6130.1%Computer and TechnologyHONHoneywell International$240,3360.0%1,1350.1%Multi-Sector ConglomeratesLLYEli Lilly and Company$231,255$231,255 ▲New Holding2800.1%MedicalSIX FLAGS ENTERTAINMENT CORP$229,3940.0%6,4310.1%COMCOPConocoPhillips$224,3230.0%2,1360.0%EnergyGOOGAlphabet$220,2840.0%1,4100.0%Computer and TechnologyADPAutomatic Data Processing$217,537$3,666 ▼-1.7%7120.0%Business ServicesVGITVanguard Intermediate-Term Treasury Index ETF$209,6820.0%3,5300.0%ETFPGXInvesco Preferred ETF$169,0740.0%15,0690.0%ETFSPFFGlobal X SuperIncome Preferred ETF$95,2830.0%10,6280.0%ETFIWPiShares Russell Mid-Cap Growth ETF$0$20,775,466 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$19,687,460 ▼-100.0%00.0%FinanceIJHiShares Core S&P Mid-Cap ETF$0$18,965,550 ▼-100.0%00.0%ETFMARMarriott International$0$225,105 ▼-100.0%00.0%Consumer DiscretionaryVGTVanguard Information Technology ETF$0$223,848 ▼-100.0%00.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$208,233 ▼-100.0%00.0%ETFPFEPfizer$0$207,703 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$206,148 ▼-100.0%00.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$0$204,186 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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