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 $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Congress Wealth Management's GNW Position: Q2 2025 in Review

Congress Wealth Management held its Genworth Financial (GNW) position steady in Q2 2025 at 26,732 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Congress Wealth Management first reported a position in GNW in Q3 2022 and has held it in 10 quarters since. The position peaked at $240K in Q3 2024. 358 funds tracked by Wall St. Rank hold GNW as of Q2 2025.

Congress Wealth Management held 26,732 shares of Genworth Financial worth $208K as of Q2 2025.
Congress Wealth Management left its Genworth Financial share count unchanged in Q2 2025.
Genworth Financial made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1138 holding.
Congress Wealth Management first reported a position in Genworth Financial in Q3 2022 and has held it in 10 quarters since.
Congress Wealth Management's Genworth Financial position peaked at $240K in Q3 2024.
358 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.