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Home > Institutional Investor > Genwealth Group, Inc. > Profile

Instuitional Investor - Genwealth Group, Inc.

Fund Profile
Filing Period:
Fund Name: Genwealth Group, Inc.
Portfolio Value $453,615,187
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 646,612 $58,861,090 12.98%
2.
Ishares Trust
 IAU 795,879 $46,925,026 10.34%
3.
Spdr Gold Trust
 GLD 149,642 $43,117,846 9.51%
4.
Schwab Strategic Trust
 FNDF 1,432,925 $38,087,154 8.4%
5.
Ishares Trust
 IEF 381,200 $36,355,025 8.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)