Genwealth Group, Inc. Top Holdings and 13F Report (2025) About Genwealth Group, Inc.Investment ActivityGenwealth Group, Inc. has $439.33 million in total holdings as of December 31, 2024.Genwealth Group, Inc. owns shares of 74 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.27% of the portfolio was purchased this quarter.About 2.86% of the portfolio was sold this quarter.This quarter, Genwealth Group, Inc. has purchased 73 new stocks and bought additional shares in 19 stocks.Genwealth Group, Inc. sold shares of 42 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Gold Trust $39,468,926Schwab U.S. Large-Cap Value ETF $36,621,976Vanguard Growth ETF $35,157,731Vanguard S&P 500 ETF $27,272,553iShares 7-10 Year Treasury Bond ETF $22,854,280 Largest New Holdings this Quarter Tesla $212,824 HoldingAlphabet $206,148 HoldingVanguard Intermediate-Term Treasury Index ETF $204,740 HoldingiShares Core S&P Small-Cap ETF $204,186 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Value ETF 950,042 shares (about $24.77M)Schwab Intermediate-Term U.S. Treasury ETF 412,723 shares (about $10.03M)Schwab U.S. Large-Cap Growth ETF 84,655 shares (about $2.36M)SPDR Portfolio Long Term Treasury ETF 69,382 shares (about $1.82M)Vanguard Long-Term Treasury Index ETF 27,126 shares (about $1.50M) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 44,709 shares (about $4.13M)Vanguard Growth ETF 2,105 shares (about $863.97K)Vanguard S&P 500 ETF 1,352 shares (about $728.48K)SPDR S&P 500 ETF Trust 946 shares (about $554.43K)iShares S&P 100 ETF 1,688 shares (about $487.58K) 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 PortfolioSectorIAUiShares Gold Trust$39,468,926$200,218 ▼-0.5%797,1919.0%FinanceSCHVSchwab U.S. Large-Cap Value ETF$36,621,976$24,767,586 ▲208.9%1,404,7568.3%ETFVUGVanguard Growth ETF$35,157,731$863,973 ▼-2.4%85,6598.0%ETFVOOVanguard S&P 500 ETF$27,272,553$728,475 ▼-2.6%50,6166.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$22,854,280$4,133,346 ▼-15.3%247,2075.2%ETFIVViShares Core S&P 500 ETF$21,374,414$42,385 ▼-0.2%36,3094.9%ETFIWPiShares Russell Mid-Cap Growth ETF$20,775,466$41,954 ▼-0.2%163,9094.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$19,687,460$91,057 ▲0.5%46,2694.5%FinanceQQQInvesco QQQ$19,437,352$543,434 ▲2.9%38,0214.4%FinanceIJHiShares Core S&P Mid-Cap ETF$18,965,550$327,003 ▲1.8%304,3744.3%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$15,522,014$1,183,423 ▲8.3%226,2023.5%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$15,465,508$511,765 ▲3.4%559,1293.5%FinanceSCHRSchwab Intermediate-Term U.S. Treasury ETF$12,567,840$10,025,041 ▲394.3%517,4082.9%ETFSPLGSPDR Portfolio S&P 500 ETF$11,392,542$229,501 ▼-2.0%165,2532.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,101,184$258,513 ▼-2.5%114,9172.3%ETFSPTLSPDR Portfolio Long Term Treasury ETF$9,521,322$1,817,115 ▲23.6%363,5482.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$9,458,841$247,415 ▲2.7%184,9602.2%ETFSPYSPDR S&P 500 ETF Trust$9,408,342$554,432 ▼-5.6%16,0532.1%FinanceVGLTVanguard Long-Term Treasury Index ETF$8,629,380$1,501,421 ▲21.1%155,9062.0%ETFSSOProShares Ultra S&P500$7,109,698$462,829 ▼-6.1%76,8531.6%ETFQLDProShares Ultra QQQ$6,671,299$474,094 ▼-6.6%61,6341.5%ETFDDMProShares Ultra Dow30$6,383,207$255,214 ▼-3.8%66,9801.5%ETFOEFiShares S&P 100 ETF$5,161,461$487,579 ▼-8.6%17,8691.2%ETFIWFiShares Russell 1000 Growth ETF$3,748,348$432,903 ▼-10.4%9,3340.9%ETFIVWiShares S&P 500 Growth ETF$3,369,882$166,915 ▼-4.7%33,1910.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,211,906$2,359,335 ▲276.7%115,2460.7%ETFUSXFiShares ESG Advanced MSCI USA ETF$3,104,368$109,185 ▼-3.4%62,4370.7%ManufacturingRAFEPimco Rafi Esg U.S. Etf$2,932,754$46,237 ▼-1.6%80,6810.7%ETFILCGiShares Morningstar Growth ETF$2,886,195$85,030 ▼-2.9%32,2120.7%ETFIVEiShares S&P 500 Value ETF$2,762,857$46,385 ▼-1.7%14,4740.6%ETFSNPEXtrackers S&P 500 ESG ETF$2,626,424$77,987 ▼-2.9%49,3040.6%ETFAAPLApple$2,332,627$80,384 ▼-3.3%9,3150.5%Computer and TechnologyIWBiShares Russell 1000 ETF$2,062,790$68,298 ▼-3.2%6,4030.5%ETFVTVVanguard Value ETF$1,642,718$57,054 ▲3.6%9,7030.4%ETFIWDiShares Russell 1000 Value ETF$1,593,599$2,962 ▼-0.2%8,6080.4%ETFILCViShares Morningstar Value ETF$1,496,510$14,657 ▼-1.0%18,4800.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,416,443$403,730 ▼-22.2%50,8050.3%ETFSHViShares Short Treasury Bond ETF$1,145,695$52,522 ▲4.8%10,4050.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,062,482$3,929 ▼-0.4%9,1950.2%ETFIYYiShares Dow Jones U.S. ETF$965,142$31,480 ▼-3.2%6,7450.2%ETFSCHXSchwab US Large-Cap ETF$948,549$571,897 ▲151.8%40,9210.2%ETFJPMJPMorgan Chase & Co.$906,104$15,341 ▼-1.7%3,7800.2%FinanceIWYiShares Russell Top 200 Growth ETF$785,802$15,763 ▼-2.0%3,3400.2%ETFMETAMeta Platforms$669,845$1,757 ▲0.3%1,1440.2%Computer and TechnologyMSFTMicrosoft$583,356$15,174 ▲2.7%1,3840.1%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$503,415$444,283 ▼-46.9%5,0570.1%ETFIWXiShares Russell Top 200 Value ETF$461,2190.0%5,8360.1%ETFIWLiShares Russell Top 200 ETF$428,631$169,745 ▼-28.4%2,9620.1%ETFJNJJohnson & Johnson$417,007$723 ▼-0.2%2,8830.1%MedicalQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$376,6290.0%3,0140.1%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$362,449$27,034 ▼-6.9%2,6010.1%ManufacturingAMGNAmgen$358,1190.0%1,3740.1%MedicalXOMExxon Mobil$336,714$138,774 ▲70.1%3,1300.1%Oils/EnergyTAT&T$316,452$265,403 ▼-45.6%13,8980.1%Computer and TechnologySIX FLAGS ENTERTAINMENT CORP$309,9100.0%6,4310.1%COMALLAllstate$308,850$63,428 ▲25.8%1,6020.1%FinancePFFiShares Preferred and Income Securities ETF$293,7120.0%9,3420.1%ETFGOOGAlphabet$268,520$8,570 ▼-3.1%1,4100.1%Computer and TechnologyHONHoneywell International$256,3850.0%1,1350.1%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$244,318$42,155 ▼-14.7%5390.1%FinanceMARMarriott International$225,1050.0%8070.1%Consumer DiscretionaryVZVerizon Communications$224,470$164,683 ▼-42.3%5,6130.1%Computer and TechnologyVGTVanguard Information Technology ETF$223,848$1,865 ▼-0.8%3600.1%ETFTSLATesla$212,824$212,824 ▲New Holding5270.0%Auto/Tires/TrucksUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$212,149$352 ▲0.2%4,2160.0%FinanceADPAutomatic Data Processing$211,937$293 ▼-0.1%7240.0%Business ServicesCOPConocoPhillips$211,827$1,587 ▼-0.7%2,1360.0%Oils/EnergyGBILGoldman Sachs Access Treasury 0-1 Year ETF$208,233$100,020 ▼-32.4%2,0840.0%ETFPFEPfizer$207,703$47,250 ▼-18.5%7,8290.0%MedicalGOOGLAlphabet$206,148$206,148 ▲New Holding1,0890.0%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$204,740$204,740 ▲New Holding3,5300.0%ETFIJRiShares Core S&P Small-Cap ETF$204,186$204,186 ▲New Holding1,7720.0%ETFPGXInvesco Preferred ETF$173,7460.0%15,0690.0%ETFSPFFGlobal X SuperIncome Preferred ETF$98,4150.0%10,6280.0%ETFPEGPublic Service Enterprise Group$0$551,229 ▼-100.0%00.0%UtilitiesELEstée Lauder Companies$0$209,748 ▼-100.0%00.0%Consumer StaplesORCLOracle$0$201,924 ▼-100.0%00.0%Computer and TechnologyShowing 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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