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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
SCHGSchwab Strategic Tr
Recent Activity
Increased 276.74%
0.74%
$3.212M
115,246 shares@ $27.87 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3.6%
0.38%
$1.643M
9,703 shares@ $169.31 avg price
SHVIshares Tr
Recent Activity
Increased 4.81%
0.27%
$1.146M
10,405 shares@ $110.12 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 151.84%
0.22%
$948,549
40,921 shares@ $23.19 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.27%
0.16%
$669,845
1,144 shares@ $585.53 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.68%
0.14%
$583,356
1,384 shares@ $421.5 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 70.11%
0.08%
$336,714
3,130 shares@ $107.58 avg price
ALLAllstate Corp
Recent Activity
Increased 25.85%
0.08%
$308,850
1,602 shares@ $192.8 avg price
USFRWisdomtree Tr
Recent Activity
Increased 0.17%
0.05%
$212,149
4,216 shares@ $50.32 avg price