Congress Wealth Management’s Genworth Financial GNW Stock Holding History

Congress 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 Q2	$208K	Hold	26,732	–	–	﹤0.01%	1138
2025 Q1	$190K	Sell	26,732 -4,398	-14%	-$30.6K	﹤0.01%	1035
2024 Q4	$218K	Sell	31,130 -3,870	-11%	-$27.8K	﹤0.01%	840
2024 Q3	$240K	Hold	35,000	–	–	﹤0.01%	785
2024 Q2	$211K	Buy	+35,000	New	+$218K	﹤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	+$141K	﹤0.01%	537

Other funds holding GNW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management

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

American Century Companies

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

Fidelity Investments

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return