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Disclosery

GenWealth Group, Inc.: OEF position timeline

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

GenWealth Group, Inc. held 16,539 OEF 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 16,539 shares
    Change vs previous 13F -450 shares

    0.94% of the 13F portfolio, value $6,051,124.

    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 16,989 shares
    Change vs previous 13F -125 shares

    0.92% of the 13F portfolio, value $5,403,691.

    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 17,114 shares
    Change vs previous 13F -23 shares

    1.01% of the 13F portfolio, value $5,905,186.

    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 17,137 shares
    Change vs previous 13F -683 shares

    1.06% of the 13F portfolio, value $5,703,879.

    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 17,820 shares
    Change vs previous 13F +28 shares

    1.09% of the 13F portfolio, value $5,423,517.

    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 17,792 shares
    Change vs previous 13F -77 shares

    1.06% of the 13F portfolio, value $4,818,607.

    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 17,869 shares
    Change vs previous 13F -1,688 shares

    1.17% of the 13F portfolio, value $5,161,461.

    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 19,557 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,412,595.

    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).