Ownership history in GenWealth Group, Inc. · 26 quarters on record
This page tracks every 13F SEC filing in which GenWealth Group, Inc. reported a position in ISHARES 10-20 YEAR TREASURY BOND ETF (TLH). 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 | ADDED | 65,413 | +61,184 | +1446.8% | 1.14% | $6.7M | $100.96 |
| 2025 Q3 | REDUCED | 4,229 | -159 | -3.6% | 0.08% | $436K | $100.84 |
| 2025 Q2 | REDUCED | 4,388 | -399 | -8.3% | 0.09% | $446K | $98.39 |
| 2025 Q1 | REDUCED | 4,787 | -270 | -5.3% | 0.11% | $497K | $99.42 |
| 2024 Q4 | REDUCED | 5,057 | -4,463 | -46.9% | 0.11% | $503K | $94.83 |
| 2024 Q3 | REDUCED | 9,520 | -24 | -0.3% | 0.24% | $1.0M | $102.73 |
| 2024 Q2 | REDUCED | 9,544 | -110 | -1.1% | 0.24% | $980K | $95.53 |
| 2024 Q1 | REDUCED | 9,654 | -509 | -5.0% | 0.26% | $1.0M | $96.67 |
| 2023 Q4 | REDUCED | 10,163 | -602 | -5.6% | 0.30% | $1.1M | $99.00 |
| 2023 Q3 | ADDED | 10,765 | +2,915 | +37.1% | 0.32% | $1.1M | $88.78 |
As of 2025 Q4 — sorted by position size