Carson Wealth (CWM LLC)’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
12,788
+6,800
| +114% | +$52.6K | ﹤0.01% | 2728 |
|
|
2025
Q1 | $42K | Buy |
5,988
+411
| +7% | +$2.88K | ﹤0.01% | 3111 |
|
|
2024
Q4 | $39K | Buy |
5,577
+1,527
| +38% | +$10.7K | ﹤0.01% | 2970 |
|
|
2024
Q3 | $28K | Buy |
4,050
+174
| +4% | +$1.2K | ﹤0.01% | 3141 |
|
|
2024
Q2 | $23K | Buy |
3,876
+619
| +19% | +$3.67K | ﹤0.01% | 3017 |
|
|
2024
Q1 | $21K | Buy |
3,257
+207
| +7% | +$1.34K | ﹤0.01% | 2869 |
|
|
2023
Q4 | $20K | Sell |
3,050
-1,255
| -29% | -$8.23K | ﹤0.01% | 2770 |
|
|
2023
Q3 | $25K | Sell |
4,305
-188
| -4% | -$1.09K | ﹤0.01% | 2523 |
|
|
2023
Q2 | $22K | Buy |
4,493
+136
| +3% | +$666 | ﹤0.01% | 2570 |
|
|
2023
Q1 | $22K | Buy |
4,357
+220
| +5% | +$1.11K | ﹤0.01% | 2428 |
|
|
2022
Q4 | $22K | Buy |
4,137
+197
| +5% | +$1.05K | ﹤0.01% | 2289 |
|
|
2022
Q3 | $14K | Buy |
3,940
+2,143
| +119% | +$7.62K | ﹤0.01% | 2462 |
|
|
2022
Q2 | $6K | Hold |
1,797
| – | – | ﹤0.01% | 2881 |
|
|
2022
Q1 | $7K | Buy |
1,797
+166
| +10% | +$647 | ﹤0.01% | 2673 |
|
|
2021
Q4 | $7K | Buy |
+1,631
| New | +$7K | ﹤0.01% | 2538 |
|
|
2021
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2021
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2019
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2019
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2019
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2019
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2018
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1516 |
|
|
2018
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1387 |
|
|
2018
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1189 |
|
|
2018
Q1 | $3K | Sell |
1,000
-2,000
| -67% | -$6K | ﹤0.01% | 1094 |
|
|
2017
Q4 | $9K | Hold |
3,000
| – | – | ﹤0.01% | 909 |
|
|
2017
Q3 | $12K | Hold |
3,000
| – | – | ﹤0.01% | 843 |
|
|
2017
Q2 | $11K | Hold |
3,000
| – | – | ﹤0.01% | 757 |
|
|
2017
Q1 | $12K | Hold |
3,000
| – | – | ﹤0.01% | 708 |
|
|
2016
Q4 | $11K | Hold |
3,000
| – | – | ﹤0.01% | 709 |
|
|
2016
Q3 | $15K | Hold |
3,000
| – | – | ﹤0.01% | 600 |
|
|
2016
Q2 | $8K | Sell |
3,000
-1,000
| -25% | -$2.67K | ﹤0.01% | 575 |
|
|
2016
Q1 | $11K | Buy |
+4,000
| New | +$11K | ﹤0.01% | 509 |
|