Capital Performance Advisors’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $352K | Sell |
45,295
-4,752
| -9% | -$37K | 0.07% | 136 |
|
2025
Q1 | $355K | Sell |
50,047
-33
| -0.1% | -$234 | 0.08% | 142 |
|
2024
Q4 | $350K | Buy |
50,080
+80
| +0.2% | +$559 | 0.11% | 80 |
|
2024
Q3 | $343K | Hold |
50,000
| – | – | 0.1% | 67 |
|
2024
Q2 | $302K | Buy |
+50,000
| New | +$302K | 0.11% | 66 |
|
2024
Q1 | – | Sell |
-50,054
| Closed | -$334K | – | 89 |
|
2023
Q4 | $334K | Buy |
+50,054
| New | +$334K | 0.14% | 47 |
|