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Disclosery

GenWealth Group, Inc.: SHV position timeline

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

GenWealth Group, Inc. held 17,317 SHV 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 17,317 shares
    Change vs previous 13F +112 shares

    0.3% of the 13F portfolio, value $1,910,931.

    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 17,205 shares
    Change vs previous 13F -541 shares

    0.32% of the 13F portfolio, value $1,899,260.

    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 17,746 shares
    Change vs previous 13F +2,094 shares

    0.33% of the 13F portfolio, value $1,955,432.

    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 15,652 shares
    Change vs previous 13F -347 shares

    0.32% of the 13F portfolio, value $1,729,389.

    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 15,999 shares
    Change vs previous 13F +108 shares

    0.36% of the 13F portfolio, value $1,766,610.

    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 15,891 shares
    Change vs previous 13F +5,486 shares

    0.39% of the 13F portfolio, value $1,755,320.

    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 10,405 shares
    Change vs previous 13F +477 shares

    0.26% of the 13F portfolio, value $1,145,695.

    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 9,928 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,098,335.

    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).