AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of GenWealth Group, Inc. SEC 13F Filing
Portfolio Overview
GenWealth Group, Inc. has reported a substantial expansion in assets under management (AUM), with the total portfolio value surging by 255.1% from approximately $165.16M to $586.50M quarter-over-quarter. This dramatic increase suggests either significant capital inflows from new clients or a major consolidation of assets under management. The portfolio now consists of 83 holdings, indicating...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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