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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
SCHVSchwab Strategic Tr
Recent Activity
Increased 208.94%
8.34%
$36.622M
1.405M shares@ $26.07 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 0.47%
4.49%
$19.687M
46,269 shares@ $425.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.88%
4.43%
$19.437M
38,021 shares@ $511.23 avg price
IJHIshares Tr
Recent Activity
Increased 1.76%
4.32%
$18.966M
304,374 shares@ $62.32 avg price
ZROZPimco Etf Tr
Recent Activity
Increased 8.26%
3.54%
$15.522M
226,202 shares@ $68.63 avg price
USDUWisdomtree Tr
Recent Activity
Increased 3.43%
3.53%
$15.466M
559,129 shares@ $27.66 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 394.26%
2.87%
$12.568M
517,408 shares@ $24.29 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 23.59%
2.17%
$9.521M
363,548 shares@ $26.19 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 2.69%
2.16%
$9.459M
184,960 shares@ $51.14 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 21.07%
1.97%
$8.629M
155,906 shares@ $55.35 avg price