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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
IWLIshares Tr
Recent Activity
Decreased -28.36%
0.1%
$428,631
2,962 shares@ $144.71 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.17%
0.1%
$417,007
2,883 shares@ $144.65 avg price
IUSGIshares Tr
Recent Activity
Decreased -6.94%
0.09%
$362,449
2,601 shares@ $139.35 avg price
TAt&t Inc
Recent Activity
Decreased -45.61%
0.08%
$316,452
13,898 shares@ $22.77 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.09%
0.07%
$268,520
1,410 shares@ $190.44 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -14.71%
0.06%
$244,318
539 shares@ $453.29 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -42.31%
0.06%
$224,470
5,613 shares@ $40.0 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.82%
0.06%
$223,848
360 shares@ $621.8 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.13%
0.05%
$211,937
724 shares@ $292.74 avg price
COPConocophillips
Recent Activity
Decreased -0.74%
0.05%
$211,827
2,136 shares@ $99.17 avg price