Carson Wealth (CWM LLC)’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $266K | Sell |
32,698
-18,897
| -37% | -$160K | ﹤0.01% | 2484 |
|
|
2025
Q4 | $466K | Buy |
51,595
+1,790
| +4% | +$15.6K | ﹤0.01% | 1967 |
|
|
2025
Q3 | $443K | Buy |
49,805
+37,017
| +289% | +$305K | ﹤0.01% | 1868 |
|
|
2025
Q2 | $99K | Buy |
12,788
+6,800
| +114% | +$47.5K | ﹤0.01% | 2730 |
|
|
2025
Q1 | $42K | Buy |
5,988
+411
| +7% | +$2.86K | ﹤0.01% | 3114 |
|
|
2024
Q4 | $39K | Buy |
5,577
+1,527
| +38% | +$11K | ﹤0.01% | 2972 |
|
|
2024
Q3 | $28K | Buy |
4,050
+174
| +4% | +$1.15K | ﹤0.01% | 3143 |
|
|
2024
Q2 | $23K | Buy |
3,876
+619
| +19% | +$3.85K | ﹤0.01% | 3019 |
|
|
2024
Q1 | $21K | Buy |
3,257
+207
| +7% | +$1.3K | ﹤0.01% | 2871 |
|
|
2023
Q4 | $20K | Sell |
3,050
-1,255
| -29% | -$7.62K | ﹤0.01% | 2773 |
|
|
2023
Q3 | $25K | Sell |
4,305
-188
| -4% | -$1.08K | ﹤0.01% | 2524 |
|
|
2023
Q2 | $22K | Buy |
4,493
+136
| +3% | +$744 | ﹤0.01% | 2573 |
|
|
2023
Q1 | $22K | Buy |
4,357
+220
| +5% | +$1.22K | ﹤0.01% | 2430 |
|
|
2022
Q4 | $22K | Buy |
4,137
+197
| +5% | +$927 | ﹤0.01% | 2291 |
|
|
2022
Q3 | $14K | Buy |
3,940
+2,143
| +119% | +$8.65K | ﹤0.01% | 2465 |
|
|
2022
Q2 | $6K | Hold |
1,797
| – | – | ﹤0.01% | 2885 |
|
|
2022
Q1 | $7K | Buy |
1,797
+166
| +10% | +$666 | ﹤0.01% | 2679 |
|
|
2021
Q4 | $7K | Buy |
+1,631
| New | +$6.78K | ﹤0.01% | 2546 |
|
|
2021
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2431 |
|
|
2021
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2431 |
|
|
2020
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2430 |
|
|
2019
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2429 |
|
|
2019
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2429 |
|
|
2019
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2429 |
|
|
2019
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2428 |
|
|
2018
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1390 |
|
|
2018
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1193 |
|
|
2018
Q1 | $3K | Sell |
1,000
-2,000
| -67% | -$6.01K | ﹤0.01% | 1095 |
|
|
2017
Q4 | $9K | Hold |
3,000
| – | – | ﹤0.01% | 910 |
|
|
2017
Q3 | $12K | Hold |
3,000
| – | – | ﹤0.01% | 844 |
|
|
2017
Q2 | $11K | Hold |
3,000
| – | – | ﹤0.01% | 758 |
|
|
2017
Q1 | $12K | Hold |
3,000
| – | – | ﹤0.01% | 709 |
|
|
2016
Q4 | $11K | Hold |
3,000
| – | – | ﹤0.01% | 710 |
|
|
2016
Q3 | $15K | Hold |
3,000
| – | – | ﹤0.01% | 601 |
|
|
2016
Q2 | $8K | Sell |
3,000
-1,000
| -25% | -$3.23K | ﹤0.01% | 576 |
|
|
2016
Q1 | $11K | Buy |
+4,000
| New | +$10.1K | ﹤0.01% | 510 |
|
Other funds holding GNW
DSC
VPM
VCM
RRAM
N
