Gen Wealth Group, Inc. Closed Holding Positions

Gen Wealth Group, Inc.

  • $432 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
Q2 2022 Filed on Jul 28, 2022
9,261
$19.73 - $24.11 $183K - $223K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2022 Filed on Jul 28, 2022
2,693
$64.88 - $77.18 $175K - $208K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q2 2022 Filed on Jul 28, 2022
3,515
$50.32 - $63.49 $177K - $223K
MA
Mastercard Inc

Financial Services
Q2 2022 Filed on Jul 28, 2022
1,182
$308.78 - $378.83 $365K - $448K
Pimco Dynamic Cr Income Fd Com Shs
Q4 2021 Filed on Feb 10, 2022
11,316
N/A
INTC
Intel Corp

Technology
Q2 2021 Filed on Jul 26, 2021
3,464
$53.62 - $68.26 $186K - $236K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2021 Filed on Jul 26, 2021
2,379
$91.47 - $91.51 $218K - $218K
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
Q2 2021 Filed on Jul 26, 2021
41,606
$65.39 - $68.75 $2.72M - $2.86M
Ishares Comex Gold Trust
Q2 2021 Filed on Jul 26, 2021
879,201
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q1 2021 Filed on Apr 26, 2021
1,233
$213.12 - $258.91 $263K - $319K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2021 Filed on Apr 26, 2021
2,827
$85.12 - $92.58 $241K - $262K
AMZN
Amazon Com Inc

Consumer Cyclical
Q1 2021 Filed on Apr 26, 2021
135
$147.6 - $169.0 $19.9K - $22.8K
DVY
Ishares Tr

ETFs
Q1 2021 Filed on Apr 26, 2021
2,237
$94.76 - $115.39 $212K - $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2021 Filed on Apr 26, 2021
3,275
$113.42 - $118.04 $371K - $387K
PEP
Pepsico Inc

Consumer Defensive
Q1 2021 Filed on Apr 26, 2021
1,375
$128.83 - $144.81 $177K - $199K
KO
Coca Cola CO

Consumer Defensive
Q4 2020 Filed on Jan 14, 2021
4,417
$47.96 - $54.84 $212K - $242K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
4,608
$57.69 - $60.12 $266K - $277K
UBT
Proshares Ultra 20+Yr Treasury

ETFs
Q1 2020 Filed on Apr 20, 2020
42,446
$48.12 - $77.73 $2.04M - $3.3M
UGL
Pro Shares Trust Ii

ETFs
Q1 2020 Filed on Apr 20, 2020
5,304
$45.12 - $58.94 $239K - $313K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2020 Filed on Apr 20, 2020
615
$220.85 - $384.02 $136K - $236K
TGT
Target Corp

Consumer Defensive
Q4 2019 Filed on Jan 14, 2020
2,021
$105.16 - $129.21 $213K - $261K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2019 Filed on Apr 08, 2019
2,816
N/A
Ishares Ibonds Mar 2020 Corporate Ex Financials Term ETF
Q1 2019 Filed on Apr 08, 2019
8,640
N/A
IBCE
Ishares Ibonds Mar 2023 Term C

ETFs
Q3 2018 Filed on Oct 09, 2018
9,232
$23.49 - $23.76 $217K - $219K
Powershares Qqq Trust, Series 1
Q2 2018 Filed on Jul 13, 2018
3,120
N/A
Powershares Preferred Portfolio
Q2 2018 Filed on Jul 13, 2018
15,069
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2018 Filed on Jul 13, 2018
1,831
$113.81 - $117.24 $208K - $215K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2018 Filed on Apr 12, 2018
29,820
$49.67 - $55.0 $1.48M - $1.64M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q1 2018 Filed on Apr 12, 2018
12,000
$2.63 - $2.85 $31.6K - $34.2K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2017 Filed on Feb 01, 2018
3,474
$68.42 - $70.8 $238K - $246K
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