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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
QLDProshares Tr
Recent Activity
Decreased -6.63%
1.52%
$6.671M
61,634 shares@ $108.25 avg price
DDMProshares Tr
Recent Activity
Decreased -3.84%
1.46%
$6.383M
66,980 shares@ $95.31 avg price
OEFIshares Tr
Recent Activity
Decreased -8.63%
1.18%
$5.161M
17,869 shares@ $288.86 avg price
IWFIshares Tr
Recent Activity
Decreased -10.35%
0.86%
$3.748M
9,334 shares@ $401.59 avg price
IVWIshares Tr
Recent Activity
Decreased -4.71%
0.77%
$3.37M
33,191 shares@ $101.53 avg price
USXFIshares Tr
Recent Activity
Decreased -3.39%
0.71%
$3.104M
62,437 shares@ $49.73 avg price
RAFEPimco Equity Ser
Recent Activity
Decreased -1.55%
0.67%
$2.933M
80,681 shares@ $36.35 avg price
ILCGIshares Tr
Recent Activity
Decreased -2.86%
0.66%
$2.886M
32,212 shares@ $89.6 avg price
IVEIshares Tr
Recent Activity
Decreased -1.65%
0.63%
$2.763M
14,474 shares@ $190.89 avg price
SNPEDbx Etf Tr
Recent Activity
Decreased -2.88%
0.6%
$2.626M
49,304 shares@ $53.27 avg price