Ownership history in GenWealth Group, Inc. · 35 quarters on record
This page tracks every 13F SEC filing in which GenWealth Group, Inc. reported a position in SPDR S&P 500 ETF (SPY). 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 | 14,922 | -22 | -0.1% | 1.76% | $10.3M | $680.06 |
| 2025 Q3 | REDUCED | 14,944 | -341 | -2.2% | 1.85% | $10.0M | $662.41 |
| 2025 Q2 | REDUCED | 15,285 | -123 | -0.8% | 1.90% | $9.4M | $612.65 |
| 2025 Q1 | REDUCED | 15,408 | -645 | -4.0% | 1.90% | $8.6M | $553.05 |
| 2024 Q4 | REDUCED | 16,053 | -946 | -5.6% | 2.14% | $9.4M | $577.70 |
| 2024 Q3 | REDUCED | 16,999 | -771 | -4.3% | 2.24% | $9.8M | $563.66 |
| 2024 Q2 | REDUCED | 17,770 | -185 | -1.0% | 2.38% | $9.7M | $533.00 |
| 2024 Q1 | REDUCED | 17,955 | -47 | -0.3% | 2.37% | $9.4M | $510.64 |
| 2023 Q4 | REDUCED | 18,002 | -451 | -2.4% | 2.36% | $8.6M | $462.58 |
| 2023 Q3 | REDUCED | 18,453 | -438 | -2.3% | 2.39% | $7.9M | $414.35 |
As of 2025 Q4 — sorted by position size