Genwealth Group Inc Portfolio Analysis: Q2 2026 Investment Activity
An analysis of holdings changes and sector allocation for Genwealth Group, Inc as of June 30th, 2026.
As of June 30, 2026, the portfolio managed by Genwealth Group Inc has shown specific changes in its holdings compared to the previous quarter.
The largest increase in shares during Q2 was observed in VANGUARD INDEX FDS (VUG), with a staggering 503.13% rise, adding approximately 486,631 shares. This significant growth suggests strong confidence or alignment with the performance of this particular fund.
Other substantial purchases were noted across various ETFs. SCHWAB STRATEGIC TR (SCHV) saw a notable increase in its portfolio weighting from previous quarters, rising to 9.12% allocation despite a slight decrease in shares (-1.28%). ISHARES TR (IEF), VANGUARD SCOTTSDALE FDS (VGLT), and WISDOMTREE TR (USDU) also experienced significant share growth during the quarter.
Conversely, some holdings saw reductions or exits. SCHWAB STRATEGIC TR (SCHV) actually decreased its shares by 21,847 (-1.28%), while ISHARES TR (IJH) experienced a moderate decrease in allocation percentage due to share reduction (-6.62%). Other ETFs like PROSHARES TR (SSO), INVESCO QQQ TR (QQQ), and SCHWAB STRATEGIC TR (SCHV) showed smaller decreases or reductions.
The portfolio's focus appears heavily weighted towards exchange-traded funds, particularly those tracking broad market indices. The top holdings list includes several prominent ETFs like VUG, QQQ, IVV, IEF, and SCHV, contributing significantly to the overall allocation percentages reported for this quarter.
Regarding sector exposure, while most holdings are categorized as 'Unknown', there is activity in specific sectors through their fund holdings. Financial Services ETFs (like NMZ and PDI) show positive contributions, adding approximately $3,800,576 to the portfolio during Q2.