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
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14
|Performance for Q3 2018:||-5.83%|
|Performance Last 4 Quarters:||2.43%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|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:|
|Name||Title||Start Date||Direct/Indirect||% Ownership|
|DIBLASI, KIMBERLY, MARIE||CHIEF OPERATING OFFICER||08/01/2010||Direct||less than 5%|
|LEANZA, MICHAEL, PETER||CEO, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER||02/01/2008||Direct||75% or more|