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GenWealth Group, Inc.

RIA/Wealth

GenWealth Group, Inc. is a RIA/Wealth based in Maplewood, NJ led by Michael Peter Leanza, managing $537.1M across 75 long positions as of Q3 2025 with 88% ETF concentration and 63% concentrated in top 10 holdings.

CEOMichael Peter Leanza
Portfolio Value
$537.1M
Positions
75
Top Holding
IAU at 9.77%
Last Reported
Q3 2025
Address6 Inwood Place, Maplewood, NJ, 07040, United States

Top Holdings

Largest long holdings in GenWealth Group, Inc.'s portfolio (62.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$52.4M
9.77%
+$2.6M
Bought
720.7K shares
ETF
ETF
$45.0M
8.38%
+$228.3K
Bought
1.5M shares
ETF
ETF
$42.3M
7.87%
-$1.8M
Sold
88.2K shares
ETF
ETF
$39.8M
7.41%
+$2.3M
Bought
412.7K shares
ETF
ETF
$34.8M
6.47%
-$436.0K
Sold
56.8K shares
ETF
ETF
$26.3M
4.90%
-$1.1M
Sold
184.9K shares
ETF
ETF
$26.0M
4.83%
-$859.1K
Sold
397.8K shares
ETF
ETF
$25.0M
4.66%
+$271.4K
Bought
41.7K shares
ETF
ETF
$23.8M
4.43%
+$392.9K
Bought
35.5K shares
ETF
ETF
$22.4M
4.17%
+$430.4K
Bought
48.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GenWealth Group, Inc.'s latest filing

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Market Value
$537.1M
Prior: $495.9M
Q/Q Change
+8.31%
+$41.2M
New Purchases
1 stocks
$389.2K
Added To
22 stocks
+$14.0M
Sold Out Of
0 stocks
-
Reduced Holdings
34 stocks
-$9.2M

Increased Positions

PositionShares Δ
New
+97.64%
+38.57%
+29.21%
+19.71%

Decreased Positions

PositionShares Δ
-29.93%
-14.97%
-14.81%
-10.67%
-8.33%

Analytics

Portfolio insights and performance metrics for GenWealth Group, Inc.

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Sector Allocation

ETF: 88.20%ETFTechnology: 0.70%Financial Services: 0.40%Communication Services: 0.40%Healthcare: 0.20%Industrials: 0.10%Consumer Cyclical: 0.10%Energy: 0.10%
ETF
88.20%
Technology
0.70%
Financial Services
0.40%
Communication Services
0.40%
Healthcare
0.20%
Industrials
0.10%
Consumer Cyclical
0.10%
Energy
0.10%

Market Cap Distribution

Mega Cap (> $200B): 1.66%Large Cap ($10B - $200B): 0.39%N/A (ETF or Unknown): 97.95%N/A (ETF or Unknown)
Mega Cap (> $200B)
1.66%
Large Cap ($10B - $200B)
0.39%
N/A (ETF or Unknown)
97.95%

Portfolio Concentration

Top 10 Holdings %
62.89%
Top 20 Holdings %
87.12%
Top 50 Holdings %
98.67%
Top 100 Holdings %
100.0%

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