GenWealth Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

GenWealth Group’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,084	Closed	-$208K	–	73
2024 Q4	$208K	Sell	2,084 -1,001	-32%	-$100K	0.05%	68
2024 Q3	$309K	Buy	+3,085	New	+$309K	0.07%	57
2022 Q1	–	Sell	-4,992	Closed	-$499K	–	72
2021 Q4	$499K	Hold	4,992	–	–	0.14%	47
2021 Q3	$500K	Hold	4,992	–	–	0.15%	42
2021 Q2	$499K	Hold	4,992	–	–	0.15%	41
2021 Q1	$499K	Buy	+4,992	New	+$500K	0.16%	44
2020 Q3	–	Sell	-63,757	Closed	-$6.4M	–	68
2020 Q2	$6.4M	Buy	+63,757	New	+$6.41M	2.49%	15

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GenWealth Group's GBIL Position: Q1 2025 in Review

GenWealth Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 2,084 shares — an estimated $208K sold.

GenWealth Group first reported a position in GBIL in Q2 2020 and held it in 7 quarters. The position peaked at $6.4M in Q2 2020. 342 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

GenWealth Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
GenWealth Group sold 2,084 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $208K.
GenWealth Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2020 and held it in 7 quarters.
GenWealth Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $6.4M in Q2 2020.
342 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on GenWealth Group's 13F filing for Q1 2025, filed 10 Apr 2025.