Ownership history in GenWealth Group, Inc. · 27 quarters on record
This page tracks every 13F SEC filing in which GenWealth Group, Inc. reported a position in SPDR PORTFOLIO LARGE CAP ETF (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 162,785 | -1,168 | -0.7% | 2.26% | $13.3M | $80.02 |
| 2025 Q3 | REDUCED | 163,953 | -7,559 | -4.4% | 2.39% | $12.8M | $77.92 |
| 2025 Q2 | ADDED | 171,512 | +2,934 | +1.7% | 2.51% | $12.5M | $72.08 |
| 2025 Q1 | ADDED | 168,578 | +3,325 | +2.0% | 2.44% | $11.1M | $65.01 |
| 2024 Q4 | REDUCED | 165,253 | -3,329 | -2.0% | 2.59% | $11.4M | $67.93 |
| 2024 Q3 | ADDED | 168,582 | +611 | +0.4% | 2.62% | $11.4M | $66.30 |
| 2024 Q2 | ADDED | 167,971 | +1,056 | +0.6% | 2.65% | $10.8M | $62.65 |
| 2024 Q1 | ADDED | 166,915 | +229 | +0.1% | 2.59% | $10.3M | $60.02 |
| 2023 Q4 | REDUCED | 166,686 | -2,548 | -1.5% | 2.57% | $9.3M | $54.35 |
| 2023 Q3 | REDUCED | 169,234 | -10,070 | -5.6% | 2.58% | $8.5M | $48.67 |
As of 2025 Q4 — sorted by position size