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Disclosery

GenWealth Group, Inc.: ZROZ position timeline

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

GenWealth Group, Inc. held 406,774 ZROZ 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 406,774 shares
    Change vs previous 13F +20,513 shares

    4.06% of the 13F portfolio, value $26,074,200.

    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 386,261 shares
    Change vs previous 13F +133,091 shares

    4.23% of the 13F portfolio, value $24,724,591.

    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 253,170 shares
    Change vs previous 13F -72,823 shares

    2.77% of the 13F portfolio, value $16,240,880.

    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 325,993 shares
    Change vs previous 13F +30,649 shares

    4.13% of the 13F portfolio, value $22,154,472.

    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 295,344 shares
    Change vs previous 13F +2,745 shares

    3.99% of the 13F portfolio, value $19,808,730.

    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 292,599 shares
    Change vs previous 13F +66,397 shares

    4.62% of the 13F portfolio, value $20,958,844.

    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 226,202 shares
    Change vs previous 13F +17,246 shares

    3.53% of the 13F portfolio, value $15,522,014.

    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 208,956 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $17,222,132.

    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).