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Disclosery

GenWealth Group, Inc.: IVV position timeline

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

GenWealth Group, Inc. held 38,119 IVV 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 38,119 shares
    Change vs previous 13F +37,352 shares

    4.45% of the 13F portfolio, value $28,547,027.

    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 767 shares
    Change vs previous 13F -36,831 shares

    0.09% of the 13F portfolio, value $501,090.

    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 37,598 shares
    Change vs previous 13F +2,070 shares

    4.45% of the 13F portfolio, value $26,126,544.

    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 35,528 shares
    Change vs previous 13F +587 shares

    4.43% of the 13F portfolio, value $23,778,941.

    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 34,941 shares
    Change vs previous 13F +34,174 shares

    4.38% of the 13F portfolio, value $21,694,901.

    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 767 shares
    Change vs previous 13F -35,542 shares

    0.1% of the 13F portfolio, value $431,008.

    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 36,309 shares
    Change vs previous 13F -72 shares

    4.87% of the 13F portfolio, value $21,374,414.

    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 36,381 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $20,985,320.

    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).