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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 $439,330,403
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 797,191 $39,468,926 8.98%
2.
Schwab Strategic Trust
 FNDF 1,404,756 $36,621,976 8.33%
3.
Vanguard Index Fds - GROWTH ETF
 85,659 $35,157,731 8%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 50,616 $27,272,553 6.2%
5.
Ishares Trust
 IEF 247,207 $22,854,280 5.2%
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)