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Disclosery

GenWealth Group, Inc.: SCHR position timeline

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

GenWealth Group, Inc. held 101,498 SCHR 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 101,498 shares
    Change vs previous 13F +1,433 shares

    0.39% of the 13F portfolio, value $2,502,929.

    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 100,065 shares
    Change vs previous 13F +7,735 shares

    0.43% of the 13F portfolio, value $2,492,624.

    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 92,330 shares
    Change vs previous 13F +1,205 shares

    0.4% of the 13F portfolio, value $2,317,492.

    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 91,125 shares
    Change vs previous 13F +2,490 shares

    0.43% of the 13F portfolio, value $2,289,971.

    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 88,635 shares
    Change vs previous 13F +1,256 shares

    0.45% of the 13F portfolio, value $2,218,534.

    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 87,379 shares
    Change vs previous 13F -430,029 shares

    0.48% of the 13F portfolio, value $2,172,242.

    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 517,408 shares
    Change vs previous 13F +412,723 shares

    2.86% of the 13F portfolio, value $12,567,840.

    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 104,685 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,297,061.

    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).