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Avion Wealth’s Genworth Financial GNW Stock Holding History

Avion Wealth’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-94
Closed – – 1512
2026
Q2 		$0 Hold
94
– – ﹤0.01% 1538
2026
Q1 		$0 Hold
94
– – ﹤0.01% 1383
2025
Q4 		$0 Hold
94
– – ﹤0.01% 1369
2025
Q3 		$0 Hold
94
– – ﹤0.01% 1329
2025
Q2 		$0 Hold
94
– – ﹤0.01% 1338
2025
Q1 		$0 Buy
+94
New +$654 ﹤0.01% 1157
2024
Q4 		– Sell
-94
Closed – – 1115
2024
Q3 		$0 Hold
94
– – ﹤0.01% 1136
2024
Q2 		$0 Hold
94
– – ﹤0.01% 1067
2024
Q1 		$1K Hold
94
– – ﹤0.01% 955
2023
Q4 		$1K Sell
94
-88
-48% -$534 ﹤0.01% 806
2023
Q3 		$0 Hold
182
– – ﹤0.01% 957
2023
Q2 		$0 Buy
+182
New +$996 ﹤0.01% 847

Other funds holding GNW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avion Wealth's GNW Position: Q3 2026 in Review

Avion Wealth sold out of Genworth Financial (GNW) in Q3 2026, closing a stake of 94 shares.

Avion Wealth first reported a position in GNW in Q2 2023 and held it in 12 quarters. The position peaked at $1K in Q1 2024. 198 funds tracked by Wall St. Rank hold GNW as of Q3 2026.

  • Avion Wealth reported no remaining Genworth Financial position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 94 Genworth Financial shares in Q3 2026.
  • Avion Wealth first reported a position in Genworth Financial in Q2 2023 and held it in 12 quarters.
  • Avion Wealth's Genworth Financial position peaked at $1K in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.