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Disclosery

GenWealth Group, Inc.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GenWealth Group, Inc. on IVE, newest first. How the timeline and the estimate are built.

GenWealth Group, Inc. held 12,948 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,948 shares
    Change vs previous 13F -1,218 shares

    0.46% of the 13F portfolio, value $2,939,917.

    13F-HR 0001172661-26-002575 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,166 shares
    Change vs previous 13F -21 shares

    0.51% of the 13F portfolio, value $2,991,165.

    13F-HR 0001172661-26-001644 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,187 shares
    Change vs previous 13F -19 shares

    0.52% of the 13F portfolio, value $3,068,610.

    13F-HR 0001172661-26-000116 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,206 shares
    Change vs previous 13F -172 shares

    0.55% of the 13F portfolio, value $2,933,579.

    13F-HR 0001172661-25-004958 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,378 shares
    Change vs previous 13F -71 shares

    0.57% of the 13F portfolio, value $2,809,695.

    13F-HR 0001172661-25-002615 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,449 shares
    Change vs previous 13F -25 shares

    0.61% of the 13F portfolio, value $2,753,681.

    13F-HR 0001172661-25-001472 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,474 shares
    Change vs previous 13F -243 shares

    0.63% of the 13F portfolio, value $2,762,857.

    13F-HR 0001172661-25-000199 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,717 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,901,751.

    13F-HR 0001172661-24-004239 filed by GenWealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).