CWM
Congress Wealth Management’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
26,732
| – | – | ﹤0.01% | 1138 |
|
|
2025
Q1 | $190K | Sell |
26,732
-4,398
| -14% | -$31.2K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $218K | Sell |
31,130
-3,870
| -11% | -$27.1K | ﹤0.01% | 840 |
|
|
2024
Q3 | $240K | Hold |
35,000
| – | – | ﹤0.01% | 785 |
|
|
2024
Q2 | $211K | Buy |
+35,000
| New | +$211K | ﹤0.01% | 701 |
|
|
2023
Q4 | – | Sell |
-35,000
| Closed | -$205K | – | 634 |
|
|
2023
Q3 | $205K | Hold |
35,000
| – | – | ﹤0.01% | 581 |
|
|
2023
Q2 | $175K | Hold |
35,000
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $176K | Hold |
35,000
| – | – | ﹤0.01% | 545 |
|
|
2022
Q4 | $185K | Hold |
35,000
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $123K | Buy |
+35,000
| New | +$123K | ﹤0.01% | 537 |
|