CarsonAllaria Wealth Management’s Genworth Financial GNW Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-165	Closed	-$1.28K	–	177
2025 Q2	$1.28K	Hold	165	–	–	﹤0.01%	335
2025 Q1	$1.17K	Hold	165	–	–	﹤0.01%	343
2024 Q4	$1.15K	Hold	165	–	–	﹤0.01%	327
2024 Q3	$1.13K	Hold	165	–	–	﹤0.01%	358
2024 Q2	$997	Hold	165	–	–	﹤0.01%	349
2024 Q1	$1.06K	Hold	165	–	–	﹤0.01%	366
2023 Q4	$1.1K	Hold	165	–	–	﹤0.01%	327
2023 Q3	$967	Hold	165	–	–	﹤0.01%	334
2023 Q2	$825	Hold	165	–	–	﹤0.01%	365
2023 Q1	$828	Hold	165	–	–	﹤0.01%	346
2022 Q4	$1K	Hold	165	–	–	﹤0.01%	315
2022 Q3	$1K	Buy	+165	New	+$666	﹤0.01%	310

Other funds holding GNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CarsonAllaria Wealth Management's GNW Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Genworth Financial (GNW) in Q3 2025, closing a stake of 165 shares — an estimated $1.28K sold.

CarsonAllaria Wealth Management first reported a position in GNW in Q3 2022 and held it in 12 quarters. The position peaked at $1.28K in Q2 2025. 362 funds tracked by Wall St. Rank hold GNW as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Genworth Financial position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 165 Genworth Financial shares in Q3 2025, an estimated $1.28K.
CarsonAllaria Wealth Management first reported a position in Genworth Financial in Q3 2022 and held it in 12 quarters.
CarsonAllaria Wealth Management's Genworth Financial position peaked at $1.28K in Q2 2025.
362 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.