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Michael Leanza

Genwealth Group, Inc.

Assets Managed
$584.49M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-0.34%(2Q avg: 4.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Genwealth Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 584.49M in assets, with a quarterly growth rate of -0.34% and a 2-quarter average growth rate of 4.44%. The portfolio is managed by Michael Leanza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
New Position
14.08%
$82.264M
996,294 shares@ $82.58 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -9.16%
9.44%
$55.118M
625,200 shares@ $88.16 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 3.38%
8.89%
$51.956M
1.703M shares@ $30.51 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
New Position
8.57%
$50.087M
577,770 shares@ $86.69 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 7.03%
7.99%
$46.699M
489,306 shares@ $95.44 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 6.06%
7.23%
$42.246M
96,720 shares@ $436.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.07%
6.46%
$37.755M
63,183 shares@ $597.56 avg price
ZROZ
Pimco 25+ Yr Zero Cpn Us Tif
Recent Activity
Increased 52.57%
4.24%
$24.725M
386,261 shares@ $64.02 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 11.57%
3.73%
$21.801M
393,841 shares@ $55.36 avg price
USDU
Wisdomtree Bbg Usd Bullish
Recent Activity
Increased 30.82%
3.43%
$19.991M
759,232 shares@ $26.34 avg price

1-10 of 85