Gen Wealth Group, Inc. Proshares Ultra 20+Yr Treasury Transaction History

Gen Wealth Group, Inc.

$592 Million
Q4 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$48.12 - $77.73 $2.04 Million - $3.3 Million	-42,446 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$46.98 - $55.02 $45,100 - $52,819	960 Added 2.31%	42,446 $4 Million
Q3 2019 Oct 07, 2019	SELL	$48.22 - $53.3 $3,712 - $4,104	-77 Reduced 0.19%	41,486 $4.37 Million
Q2 2019 Jul 10, 2019	BUY	N/A	2,390 Added 6.1%	41,563 $3.83 Million
Q1 2019 Apr 08, 2019	BUY	N/A	3,544 Added 9.95%	39,173 $3.15 Million

Q4 2018 Jan 11, 2019	BUY	N/A	687 Added 1.97%	35,629 $2.74 Million
Q3 2018 Oct 09, 2018	BUY	N/A	5,583 Added 19.02%	34,942 $2.48 Million
Q2 2018 Jul 13, 2018	BUY	N/A	4,169 Added 16.55%	29,359 $2.26 Million
Q1 2018 Apr 12, 2018	BUY	N/A	3,860 Added 18.1%	25,190 $1.94 Million
Q4 2017 Feb 01, 2018	BUY	N/A	8,138 Added 61.69%	21,330 $1.67 Million
Q3 2017 Oct 18, 2017	BUY	N/A	2,142 Added 19.38%	13,192 $1.06 Million
Q2 2017 Aug 10, 2017	BUY	N/A	11,050	11,050 $891,000

Others Institutions Holding UBT

# of Institutions

20

Shares Held

483K

Call Options Held

55.6K

Put Options Held

1.2K

Client First Investment Management LLC West Bend, WI

135K
Shares

$2.32 Million
1.19% of portfolio
Envestnet Asset Management Inc

115K
Shares

$1.99 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

84.7K
Shares

$1.46 Million
0.0% of portfolio
Pmv Capital Advisers, LLC Dallas, TX

47.7K
Shares

$823,399
1.44% of portfolio
Royal Bank Of Canada Toronto, A6

27.2K
Shares

$469,951
0.0% of portfolio

About PROSHARES ULTRA 20+YR TREASURY

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