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Disclosery

GenWealth Group, Inc.: SCHG position timeline

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

GenWealth Group, Inc. held 122,859 SCHG 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 122,859 shares
    Change vs previous 13F -151 shares

    0.65% of the 13F portfolio, value $4,157,549.

    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 123,010 shares
    Change vs previous 13F -29 shares

    0.61% of the 13F portfolio, value $3,583,281.

    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 123,039 shares
    Change vs previous 13F -1,673 shares

    0.69% of the 13F portfolio, value $4,040,601.

    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 124,712 shares
    Change vs previous 13F -2,664 shares

    0.74% of the 13F portfolio, value $3,979,560.

    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 127,376 shares
    Change vs previous 13F +9,492 shares

    0.75% of the 13F portfolio, value $3,720,653.

    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 117,884 shares
    Change vs previous 13F +2,638 shares

    0.65% of the 13F portfolio, value $2,951,815.

    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 115,246 shares
    Change vs previous 13F +84,655 shares

    0.73% of the 13F portfolio, value $3,211,906.

    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 30,591 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,186,970.

    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).