GENWEALTH GROUP, INC.

HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-GENWEALTH-GROUP/ MAPLEWOOD, NJ Investment Advisor How do I update this listing?

Genwealth Group is based out of Maplewood. Genwealth Group is a large advisory firm with 204 clients and discretionary assets under management (AUM) of $295,293,225 (Form ADV from 2020-06-11). Their last reported 13F filing for Q2 2020 included $257,655,000 in managed 13F securities and a top 10 holdings concentration of 57.17%. Genwealth Group's largest holding is iShares 7-10 Year Treasury Bond ETF-iShares 7-10 Year Treasury Bond ETF with shares held of 254,246. Genwealth Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 13 13F filings

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06/30/2020

13F Activity

  • Market Value $257.655 Million
  • Prior Market Value $229.415 Million
  • New Purchases17 stocks
  • Additional Purchases13 stocks
  • Sold out of4 stocks
  • Reduced holdings in22 stocks
  • Top 10 Holdings % 57.17 %
  • Turnover % [1]:30.43%
  • Turnover Alt % [2]: 53.18 %
  • Time Held Top20:3.35 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:8.97 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 10.29%
Performance Last 4 Quarters: 13.57%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

THE GENWEALTH GROUP, INC.
6 INWOOD PLACE
MAPLEWOOD NJ    07040
Country: United States

Business Phone: 973-761-0400
Fax: 973-761-1558
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 204
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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THE GENWEALTH GROUP, INC.

ownership team - last updated 2020-06-11
Name Title Start Date Direct/Indirect % Ownership
LEANZA, MICHAEL, PETER CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER 02/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. CEO AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2010-07-01
DIBLASI, KIMBERLY, MARIE CHIEF OPERATIONS OFFICER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-08-01
THE GENWEALTH GROUP, INC. CHIEF OPERATING OFFICER direct 2010-08-01

THE GENWEALTH GROUP, INC.

ownership team - last updated 2020-03-04
Name Title Start Date Direct/Indirect % Ownership

THE GENWEALTH GROUP, INC.

ownership team - last updated 2019-09-24
Name Title Start Date Direct/Indirect % Ownership
LEANZA, MICHAEL, PETER CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER 02/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. CEO AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2010-07-01
DIBLASI, KIMBERLY, MARIE CHIEF OPERATIONS OFFICER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-08-01
THE GENWEALTH GROUP, INC. CHIEF OPERATING OFFICER direct 2010-08-01

THE GENWEALTH GROUP, INC.

ownership team - last updated 2019-06-06
Name Title Start Date Direct/Indirect % Ownership
LEANZA, MICHAEL, PETER CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER 02/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. CEO AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2010-07-01
DIBLASI, KIMBERLY, MARIE CHIEF OPERATIONS OFFICER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-08-01
THE GENWEALTH GROUP, INC. CHIEF OPERATING OFFICER direct 2010-08-01

THE GENWEALTH GROUP, INC.

ownership team - last updated 2019-03-14
Name Title Start Date Direct/Indirect % Ownership
LEANZA, MICHAEL, PETER CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER 02/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. CEO AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2010-07-01
DIBLASI, KIMBERLY, MARIE CHIEF OPERATIONS OFFICER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-08-01
THE GENWEALTH GROUP, INC. CHIEF OPERATING OFFICER direct 2010-08-01

THE GENWEALTH GROUP, INC.

ownership team - last updated 2017-09-22
Name Title Start Date Direct/Indirect % Ownership
DIBLASI, KIMBERLY, MARIE CHIEF OPERATING OFFICER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2010-08-01
THE GENWEALTH GROUP, INC. CHIEF OPERATING OFFICER direct 2010-08-01
LEANZA, MICHAEL, PETER CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER 02/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE GENWEALTH GROUP, INC. CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. CEO AND SHAREHOLDER direct 2008-02-01
THE GENWEALTH GROUP, INC. SHAREHOLDER direct 2010-07-01

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