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Disclosery

GenWealth Group, Inc.: SSO position timeline

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

GenWealth Group, Inc. held 168,776 SSO 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 168,776 shares
    Change vs previous 13F -6,346 shares

    1.77% of the 13F portfolio, value $11,372,112.

    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 175,122 shares
    Change vs previous 13F +4,887 shares

    1.55% of the 13F portfolio, value $9,085,345.

    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 170,235 shares
    Change vs previous 13F +84,655 shares

    1.73% of the 13F portfolio, value $10,140,922.

    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 85,580 shares
    Change vs previous 13F -5,457 shares

    1.79% of the 13F portfolio, value $9,596,065.

    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 91,037 shares
    Change vs previous 13F +10,753 shares

    1.79% of the 13F portfolio, value $8,896,172.

    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 80,284 shares
    Change vs previous 13F +3,431 shares

    1.47% of the 13F portfolio, value $6,645,933.

    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 76,853 shares
    Change vs previous 13F -5,003 shares

    1.62% of the 13F portfolio, value $7,109,698.

    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 81,856 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $7,380,940.

    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).