Congress Wealth Management’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
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|
2025
Q1 | $190K | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $211K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $176K | Hold |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $123K | Buy |
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