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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 151.84%
0.22%
$948,549
40,921 shares@ $23.19 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
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
TLHIshares Tr
Recent Activity
Decreased -46.88%
0.12%
$503,415
5,057 shares@ $99.55 avg price
IWXIshares Tr
Recent Activity
0.11%
$461,219
5,836 shares@ $79.03 avg price
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
QQEWFirst Tr Nas100 Eq Weighted
Recent Activity
0.09%
$376,629
3,014 shares@ $124.96 avg price