StockDriftsStockDriftsTop 50 Genwealth Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 8.85% | 726.6K | $56.7M | +14.14%(+90.03K) | $41.66(+86.86%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 8.59% | 1.65M | $55.1M | -1.70%(-28.62K) | $19.90(+70.87%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 7.99% | 568.5K | $51.2M | -2.55%(-14.86K) | $40.38(+119.96%) | 2026-09-30 | |
| IEF | ISHARES TR | 7.41% | 531.9K | $47.5M | +4.30%(+21.95K) | $100.99(-10.80%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.06% | 64.6K | $45.3M | +0.86%(+548) | $370.91(+89.97%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.74% | 41.1K | $30.4M | -4.22%(-1.81K) | $644.68(+11.43%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.62% | 38.7K | $29.6M | +1.56%(+594) | $690.91(+11.45%) | 2026-09-30 | |
| IWP | ISHARES TR | 4.51% | 210.3K | $28.9M | +0.96%(+2.01K) | $73.94(+82.16%) | 2026-09-30 | |
| IJH | ISHARES TR | 4.41% | 393.2K | $28.3M | +1.32%(+5.11K) | $59.22(+22.22%) | 2026-09-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 4.32% | 54.4K | $27.7M | +1.19%(+638) | $277.43(+87.05%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.15% | +48.75% | +5.62% | +31.41% |
| Top 20 Holdings Unweighted | +16.98% | +60.08% | +7.02% | +40.39% |
Genwealth Group INC reports $641.34M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are IAU (8.8%), SCHV (8.6%) and VUG (8.0%). The top 20 holdings account for 86.58% of reported assets. Its disclosed equity book has returned +48.75% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Genwealth Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1713678). View Genwealth Group INC’s 13F filings on SEC