Michael Leanza

Genwealth Group, Inc.

Assets Managed

$641.842M

Holdings

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

9.82%(2Q avg: 4.74%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Genwealth Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 89 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 641.842M in assets, with a quarterly growth rate of 9.82% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Michael Leanza, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHV Schwab Us Large-cap Value Recent Activity Decreased -1.28%	9.13%	$58.538M 1.682M shares@ $34.82 avg price	Decreased -1.28%
VUG Vanguard Growth Etf Recent Activity Increased 503.14%	7.83%	$50.25M 583,351 shares@ $86.14 avg price	Increased 503.14%
IEF Ishares 7-10 Year Treasury B Recent Activity Increased 4.23%	7.52%	$48.229M 509,980 shares@ $94.58 avg price	Increased 4.23%
IAU Ishares Gold Trust Recent Activity Increased 1.82%	7.49%	$48.064M 636,522 shares@ $75.51 avg price	Increased 1.82%
VOO Vanguard S&p 500 Etf Recent Activity Increased 1.36%	6.86%	$43.981M 64,037 shares@ $686.81 avg price	Increased 1.36%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 5010.26%	4.92%	$31.573M 42,875 shares@ $736.4 avg price	Increased 5010.26%
IWP Ishares Russell Mid-cap Grow Recent Activity New Position	4.76%	$30.49M 208,254 shares@ $146.41 avg price	New Position
IJH Ishares Core S&p Midcap Etf Recent Activity New Position	4.67%	$29.927M 388,111 shares@ $77.11 avg price	New Position
IVV Ishares Core S&p 500 Etf Recent Activity Increased 4869.89%	4.45%	$28.547M 38,119 shares@ $748.9 avg price	Increased 4869.89%
DIA Spdr Djia Trust Recent Activity New Position	4.38%	$28.097M 53,785 shares@ $522.39 avg price	New Position

1-10 of 89