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Disclosery

GenWealth Group, Inc.: IWD position timeline

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

GenWealth Group, Inc. held 9,373 IWD 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 9,373 shares
    Change vs previous 13F +1,240 shares

    0.35% of the 13F portfolio, value $2,272,296.

    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 8,133 shares
    Change vs previous 13F -35 shares

    0.3% of the 13F portfolio, value $1,737,778.

    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 8,168 shares
    Change vs previous 13F -229 shares

    0.3% of the 13F portfolio, value $1,768,944.

    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 8,397 shares
    Change vs previous 13F +845 shares

    0.32% of the 13F portfolio, value $1,709,545.

    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 7,552 shares
    Change vs previous 13F -1,039 shares

    0.3% of the 13F portfolio, value $1,466,825.

    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 8,591 shares
    Change vs previous 13F -17 shares

    0.36% of the 13F portfolio, value $1,616,483.

    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 8,608 shares
    Change vs previous 13F -16 shares

    0.36% of the 13F portfolio, value $1,593,599.

    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 8,624 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,636,835.

    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).