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Baldwin Wealth Partners’s Genworth Financial GNW Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-8,499
Closed -$58.2K – 557
2024
Q3 		$58.2K Buy
+8,499
New +$55.9K ﹤0.01% 518
2014
Q3 		– Sell
-55,368
Closed -$963K – 267
2014
Q2 		$963K Buy
+55,368
New +$968K 0.14% 141

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's GNW Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Genworth Financial (GNW) in Q4 2024, closing a stake of 8,499 shares — an estimated $58.2K sold.

Baldwin Wealth Partners first reported a position in GNW in Q2 2014 and held it in 2 quarters. The position peaked at $963K in Q2 2014. 343 funds tracked by Wall St. Rank hold GNW as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Genworth Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 8,499 Genworth Financial shares in Q4 2024, an estimated $58.2K.
  • Baldwin Wealth Partners first reported a position in Genworth Financial in Q2 2014 and held it in 2 quarters.
  • Baldwin Wealth Partners's Genworth Financial position peaked at $963K in Q2 2014.
  • 343 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.