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GenWealth Group’s Invesco QQQ Trust QQQ Stock Holding History

GenWealth Group’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.6M Buy
42,875
+42,036
+5,010% +$28.9M 4.92% 6
2026
Q1 		$484K Sell
839
-42,874
-98% -$26M 0.08% 56
2025
Q4 		$27.3M Buy
43,713
+2,052
+5% +$1.26M 4.65% 8
2025
Q3 		$25M Buy
41,661
+452
+1% +$259K 4.66% 8
2025
Q2 		$22.7M Buy
41,209
+40,370
+4,812% +$20.1M 4.58% 8
2025
Q1 		$393K Sell
839
-37,182
-98% -$18.9M 0.09% 54
2024
Q4 		$19.4M Buy
38,021
+1,063
+3% +$538K 4.42% 9
2024
Q3 		$18M Sell
36,958
-2,455
-6% -$1.16M 4.15% 10
2024
Q2 		$18.9M Sell
39,413
-3,044
-7% -$1.37M 4.65% 7
2024
Q1 		$18.9M Buy
42,457
+2,325
+6% +$997K 4.75% 6
2023
Q4 		$16.4M Sell
40,132
-5,209
-11% -$1.98M 4.54% 6
2023
Q3 		$16.2M Sell
45,341
-813
-2% -$301K 4.93% 6
2023
Q2 		$17.1M Buy
46,154
+802
+2% +$270K 4.91% 6
2023
Q1 		$14.6M Buy
45,352
+44,443
+4,889% +$13.1M 4.46% 6
2022
Q4 		$242K Buy
909
+3
+0.3% +$830 0.08% 64
2022
Q3 		$242K Buy
906
+1
+0.1% +$302 0.08% 51
2022
Q2 		$254K Sell
905
-42,857
-98% -$13.3M 0.08% 48
2022
Q1 		$15.9M Buy
43,762
+386
+0.9% +$137K 4.4% 10
2021
Q4 		$17.3M Sell
43,376
-70
-0.2% -$27K 4.67% 7
2021
Q3 		$15.6M Sell
43,446
-134
-0.3% -$49.3K 4.56% 10
2021
Q2 		$15.4M Buy
43,580
+42,629
+4,483% +$14.3M 4.55% 10
2021
Q1 		$303K Sell
951
-49,657
-98% -$15.9M 0.1% 55
2020
Q4 		$15.9M Sell
50,608
-2,473
-5% -$726K 5.26% 4
2020
Q3 		$14.9M Sell
53,081
-4,796
-8% -$1.3M 5.37% 4
2020
Q2 		$14.5M Buy
+57,877
New +$13M 5.63% 2
2020
Q1 		– Sell
-66,283
Closed -$14.1M – 70
2019
Q4 		$14.1M Buy
66,283
+1,818
+3% +$364K 5.46% 8
2019
Q3 		$12.2M Buy
64,465
+62,882
+3,972% +$11.9M 5.06% 10
2019
Q2 		$300K Sell
1,583
-68,609
-98% -$12.6M 0.13% 58
2019
Q1 		$12.8M Buy
70,192
+68,616
+4,354% +$11.6M 5.78% 7
2018
Q4 		$243K Sell
1,576
-66,316
-98% -$11.1M 0.12% 54
2018
Q3 		$12.6M Buy
67,892
+875
+1% +$158K 5.81% 4
2018
Q2 		$11.4M Buy
67,017
+63,897
+2,048% +$10.7M 5.62% 6
2018
Q1 		$499K Sell
3,120
-83,571
-96% -$13.8M 0.26% 32
2017
Q4 		$14.6M Buy
86,691
+3,277
+4% +$500K 7.31% 3
2017
Q3 		$12.1M Sell
83,414
-5,763
-6% -$826K 7.27% 5
2017
Q2 		$12.3M Buy
+89,177
New +$12.3M 8.26% 4

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GenWealth Group's QQQ Position: Q2 2026 in Review

GenWealth Group increased its Invesco QQQ Trust (QQQ) stake by 5,010% in Q2 2026, buying an estimated $28.9M and bringing the position to 42,875 shares worth $31.6M. The position accounts for 4.92% of the portfolio, ranked #6.

GenWealth Group first reported a position in QQQ in Q2 2017 and has held it in 36 quarters since. 1,300 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • GenWealth Group held 42,875 shares of Invesco QQQ Trust worth $31.6M as of Q2 2026.
  • GenWealth Group bought 42,036 Invesco QQQ Trust shares in Q2 2026, an estimated $28.9M.
  • Invesco QQQ Trust made up 4.92% of GenWealth Group's portfolio in Q2 2026, its #6 holding.
  • GenWealth Group first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 36 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.