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Disclosery

GenWealth Group, Inc.: SCHX position timeline

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

GenWealth Group, Inc. held 60,780 SCHX 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 60,780 shares
    Change vs previous 13F +6,117 shares

    0.28% of the 13F portfolio, value $1,788,755.

    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 54,663 shares
    Change vs previous 13F -680 shares

    0.24% of the 13F portfolio, value $1,401,559.

    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 55,343 shares
    Change vs previous 13F -1,728 shares

    0.26% of the 13F portfolio, value $1,513,078.

    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 57,071 shares
    Change vs previous 13F -1,777 shares

    0.28% of the 13F portfolio, value $1,503,250.

    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 58,848 shares
    Change vs previous 13F +12,036 shares

    0.29% of the 13F portfolio, value $1,438,245.

    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 46,812 shares
    Change vs previous 13F +5,891 shares

    0.23% of the 13F portfolio, value $1,033,609.

    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 40,921 shares
    Change vs previous 13F +24,672 shares

    0.22% of the 13F portfolio, value $948,549.

    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 16,249 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,102,495.

    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).