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Michael Leanza

@Genwealth Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$439.33MTotal holdings74
Assets growth rate1.01%Assets growth rate (2-Q avg)4.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Genwealth Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Genwealth Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 439.33M in assets, with a quarterly growth rate of 1.01% and a 2-quarter average growth rate of 4.05%. The portfolio is managed by Michael Leanza, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Inc
Recent Activity
New Position
0.05%
$212,824
527 shares@ $403.85 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.05%
$206,148
1,089 shares@ $189.31 avg price
VGITVanguard Scottsdale Fds
Recent Activity
New Position
0.05%
$204,740
3,530 shares@ $58.0 avg price
IJRIshares Tr
Recent Activity
New Position
0.05%
$204,186
1,772 shares@ $115.23 avg price