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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
IAUIshares Gold Tr
Recent Activity
Decreased -0.5%
8.99%
$39.469M
797,191 shares@ $49.51 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 208.94%
8.34%
$36.622M
1.405M shares@ $26.07 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.39%
8.01%
$35.158M
85,659 shares@ $410.44 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.6%
6.21%
$27.273M
50,616 shares@ $538.82 avg price
IEFIshares Tr
Recent Activity
Decreased -15.31%
5.21%
$22.854M
247,207 shares@ $92.45 avg price
IVVIshares Tr
Recent Activity
Decreased -0.19%
4.87%
$21.374M
36,309 shares@ $588.69 avg price
IWPIshares Tr
Recent Activity
Decreased -0.2%
4.73%
$20.775M
163,909 shares@ $126.76 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 0.47%
4.49%
$19.687M
46,269 shares@ $425.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.88%
4.43%
$19.437M
38,021 shares@ $511.23 avg price
IJHIshares Tr
Recent Activity
Increased 1.76%
4.32%
$18.966M
304,374 shares@ $62.32 avg price