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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
AAPLApple Inc
Recent Activity
Decreased -3.33%
0.54%
$2.333M
9,315 shares@ $250.42 avg price
IWBIshares Tr
Recent Activity
Decreased -3.2%
0.47%
$2.063M
6,403 shares@ $322.16 avg price
IWDIshares Tr
Recent Activity
Decreased -0.18%
0.37%
$1.594M
8,608 shares@ $185.13 avg price
ILCVIshares Tr
Recent Activity
Decreased -0.96%
0.35%
$1.497M
18,480 shares@ $80.98 avg price
SPTISpdr Ser Tr
Recent Activity
Decreased -22.18%
0.33%
$1.416M
50,805 shares@ $27.88 avg price
IEIIshares Tr
Recent Activity
Decreased -0.36%
0.25%
$1.062M
9,195 shares@ $115.55 avg price
IYYIshares Tr
Recent Activity
Decreased -3.15%
0.22%
$965,142
6,745 shares@ $143.09 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.66%
0.21%
$906,104
3,780 shares@ $239.72 avg price
IWYIshares Tr
Recent Activity
Decreased -1.96%
0.18%
$785,802
3,340 shares@ $235.28 avg price
TLHIshares Tr
Recent Activity
Decreased -46.88%
0.12%
$503,415
5,057 shares@ $99.55 avg price