GENWEALTH GROUP, INC.

HTTP://THEGENWEALTHGROUP.COM 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 251 clients and discretionary assets under management (AUM) of $222,000,000 (Form ADV from 2018-03-08). Their last reported 13F filing for Q4 2018 included $200,909,000 in managed 13F securities and a top 10 holdings concentration of 74.2%. Genwealth Group's largest holding is SPDR Gold Trust with shares held of 191,600. Whalewisdom has at least 7 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $200.909 Million
  • Prior Market Value $217.225 Million
  • New Purchases3 stocks
  • Additional Purchases18 stocks
  • Sold out of8 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 74.20 %
  • Turnover % [1]:18.64%
  • Turnover Alt % [2]: 31.50 %
  • Time Held Top20:3.80 quarters
  • Time Held Top10:3.00 quarters
  • Time Held All:5.05 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -5.83%
Performance Last 4 Quarters: 2.43%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)

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: 251
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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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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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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