Gen Wealth Group, Inc. Purchases and Sells in Q1 2025

Gen Wealth Group, Inc.

$448 Million
Q1 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	134K + 54.2%	$91.17 - $95.39 $12.2M - $12.8M	381K $36.2M
VGLT	97K + 62.19%	$53.99 - $58.43 $5.23M - $5.67M	253K $14.5M
ZROZ	66.4K + 29.35%	$65.49 - $74.67 $4.35M - $4.96M	293K $20.6M
SCHV	28.2K + 2.01%	$25.77 - $27.6 $726K - $777K	1.43M $37.7M
SHV	5.49K + 52.72%	$110.11 - $110.51 $604K - $606K	15.9K $1.76M
USDU	23.5K + 4.19%	$26.9 - $27.93 $631K - $655K	583K $15.9M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	647K New	$85.29 - $92.57 $55.1M - $59.9M	647K $58.3M
GLD	150K New	$243.19 - $288.14 $36.4M - $43.1M	150K $43.1M
MUB	27.8K New	$104.71 - $107.69 $2.91M - $2.99M	27.8K $2.92M
MUST	28.6K New	$20.08 - $20.62 $575K - $591K	28.6K $575K
HYD	11.2K New	$50.79 - $52.53 $570K - $590K	11.2K $572K
LLY	280 New	$725.72 - $929.72 $203K - $260K	280 $231K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-35.5K - 97.89%	$554.06 - $615.85 $19.7M - $21.9M	767 $428K
QQQ	-37.2K - 97.79%	$468.34 - $539.52 $17.4M - $20.1M	839 $393K
SCHR	-430K - 83.11%	$24.05 - $24.81 $10.3M - $10.7M	87.4K $2.17M
SPTL	-288K - 79.16%	$25.54 - $27.64 $7.35M - $7.95M	75.8K $2.05M
VUG	-100 - 0.12%	$369.1 - $427.61 $36.9K - $42.8K	85.6K $31.7M
SPYG	-347 - 0.3%	$80.05 - $92.39 $27.8K - $32.1K	115K $9.18M

Activity Summary All Purchases 31 New Holdings 6 Increased Positions 25 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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