Ownership history in GenWealth Group, Inc. Β· 26 quarters on record
This page tracks every 13F SEC filing in which GenWealth Group, Inc. reported a position in PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π GenWealth Group, Inc. underperformed the S&P 500 by β24.0% annually on this ZROZ position. Timing score: 50% (12/24 decisions correct). Average cost basis: $81.15. Maximum drawdown during holding period: β55.7%.
β Significantly underperformed the S&P 500 by 24.0% ann.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 24 add/trim decisions correct
Best entry: $64.68 (2025 Q2) Β· Worst: $144.04 (2020 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 8 trims. Bought during 11 of 15 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.77% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size