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Disclosery

GenWealth Group, Inc.: IVW position timeline

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

GenWealth Group, Inc. held 29,501 IVW 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 29,501 shares
    Change vs previous 13F -2,045 shares

    0.63% of the 13F portfolio, value $4,057,273.

    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 31,546 shares
    Change vs previous 13F -6 shares

    0.61% of the 13F portfolio, value $3,568,168.

    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 31,552 shares
    Change vs previous 13F -252 shares

    0.67% of the 13F portfolio, value $3,926,962.

    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 31,804 shares
    Change vs previous 13F -1,032 shares

    0.71% of the 13F portfolio, value $3,839,379.

    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 32,836 shares
    Change vs previous 13F -93 shares

    0.73% of the 13F portfolio, value $3,615,244.

    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 32,929 shares
    Change vs previous 13F -262 shares

    0.67% of the 13F portfolio, value $3,056,799.

    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 33,191 shares
    Change vs previous 13F -1,644 shares

    0.77% of the 13F portfolio, value $3,369,882.

    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 34,835 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,335,451.

    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).