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GenWealth Group, Inc.: SCHV position timeline

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

GenWealth Group, Inc. held 1,681,637 SCHV 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 1,681,637 shares
    Change vs previous 13F -21,847 shares

    9.12% of the 13F portfolio, value $58,537,785.

    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 1,703,484 shares
    Change vs previous 13F +55,584 shares

    8.89% of the 13F portfolio, value $51,956,286.

    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 1,647,900 shares
    Change vs previous 13F +102,606 shares

    8.56% of the 13F portfolio, value $50,227,977.

    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 1,545,294 shares
    Change vs previous 13F +7,843 shares

    8.38% of the 13F portfolio, value $44,983,506.

    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 1,537,451 shares
    Change vs previous 13F +104,526 shares

    8.58% of the 13F portfolio, value $42,541,264.

    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 1,432,925 shares
    Change vs previous 13F +28,169 shares

    8.4% of the 13F portfolio, value $38,087,154.

    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 1,404,756 shares
    Change vs previous 13F +950,042 shares

    8.34% of the 13F portfolio, value $36,621,976.

    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 454,714 shares
    Change vs previous 13F not available

    8.4% of the 13F portfolio, value $36,545,395.

    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).