GenWealth Group
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GenWealth Group’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

GenWealth Group’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.89M Sell
79,152
-7,528
-9% -$371K 0.61% 27
2026
Q2 		$4.15M Sell
86,680
-3,470
-4% -$158K 0.65% 26
2026
Q1 		$3.75M Buy
90,150
+5,150
+6% +$220K 0.64% 20
2025
Q4 		$3.65M Sell
85,000
-926
-1% -$38.2K 0.62% 28
2025
Q3 		$3.5M Buy
85,926
+2,409
+3% +$94.1K 0.65% 26
2025
Q2 		$3.19M Buy
83,517
+2,694
+3% +$96.3K 0.64% 26
2025
Q1 		$2.94M Buy
80,823
+142
+0.2% +$5.27K 0.65% 22
2024
Q4 		$2.93M Sell
80,681
-1,272
-2% -$47.3K 0.67% 28
2024
Q3 		$3.05M Sell
81,953
-2,318
-3% -$82.9K 0.7% 28
2024
Q2 		$2.97M Sell
84,271
-1,118
-1% -$38.5K 0.73% 28
2024
Q1 		$3.04M Sell
85,389
-1,001
-1% -$33.7K 0.77% 26
2023
Q4 		$2.81M Sell
86,390
-1,822
-2% -$55.1K 0.78% 26
2023
Q3 		$2.57M Buy
88,212
+978
+1% +$29.5K 0.78% 27
2023
Q2 		$2.65M Buy
87,234
+2,666
+3% +$77.6K 0.76% 26
2023
Q1 		$2.44M Buy
84,568
+1,292
+2% +$37K 0.75% 26
2022
Q4 		$2.32M Buy
83,276
+21,114
+34% +$588K 0.76% 26
2022
Q3 		$1.58M Buy
62,162
+10,842
+21% +$306K 0.53% 26
2022
Q2 		$1.41M Buy
51,320
+3,270
+7% +$96.3K 0.45% 26
2022
Q1 		$1.52M Buy
48,050
+23,133
+93% +$737K 0.42% 30
2021
Q4 		$824K Buy
24,917
+8,366
+51% +$268K 0.22% 38
2021
Q3 		$503K Buy
+16,551
New +$514K 0.15% 41

Other funds holding RAFE

Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return

GenWealth Group's RAFE Position: Q3 2026 in Review

GenWealth Group reduced its PIMCO RAFI ESG US ETF (RAFE) stake by 8.7% in Q3 2026, selling an estimated $371K and leaving 79,152 shares worth $3.89M. The position accounts for 0.61% of the portfolio, ranked #27.

GenWealth Group first reported a position in RAFE in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.15M in Q2 2026. 23 funds tracked by Wall St. Rank hold RAFE as of Q3 2026.

  • GenWealth Group held 79,152 shares of PIMCO RAFI ESG US ETF worth $3.89M as of Q3 2026.
  • GenWealth Group sold 7,528 PIMCO RAFI ESG US ETF shares in Q3 2026, an estimated $371K.
  • PIMCO RAFI ESG US ETF made up 0.61% of GenWealth Group's portfolio in Q3 2026, its #27 holding.
  • GenWealth Group first reported a position in PIMCO RAFI ESG US ETF in Q3 2021 and has held it in 21 quarters since.
  • GenWealth Group's PIMCO RAFI ESG US ETF position peaked at $4.15M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q3 2026.

Based on GenWealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.