Creative Planning’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130K | Sell |
15,973
-12,803
| -44% | -$109K | ﹤0.01% | 3845 |
|
|
2025
Q4 | $260K | Buy |
28,776
+8,905
| +45% | +$77.6K | ﹤0.01% | 3344 |
|
|
2025
Q3 | $177K | Buy |
+19,871
| New | +$164K | ﹤0.01% | 3534 |
|
|
2021
Q2 | – | Sell |
-27,501
| Closed | -$91K | – | 2277 |
|
|
2021
Q1 | $91K | Buy |
27,501
+10,500
| +62% | +$34.6K | ﹤0.01% | 2262 |
|
|
2020
Q4 | $64K | Sell |
17,001
-100
| -0.6% | -$411 | ﹤0.01% | 2078 |
|
|
2020
Q3 | $57K | Sell |
17,101
-46,000
| -73% | -$123K | ﹤0.01% | 1893 |
|
|
2020
Q2 | $146K | Buy |
63,101
+45,174
| +252% | +$142K | ﹤0.01% | 1596 |
|
|
2020
Q1 | $60K | Buy |
+17,927
| New | +$74.3K | ﹤0.01% | 1610 |
|
|
2019
Q4 | – | Sell |
-10,011
| Closed | -$44K | – | 2046 |
|
|
2019
Q3 | $44K | Sell |
10,011
-10,000
| -50% | -$41.7K | ﹤0.01% | 1805 |
|
|
2019
Q2 | $74K | Sell |
20,011
-5,621
| -22% | -$19.9K | ﹤0.01% | 1774 |
|
|
2019
Q1 | $98K | Buy |
25,632
+11,488
| +81% | +$50.3K | ﹤0.01% | 1714 |
|
|
2018
Q4 | $66K | Sell |
14,144
-54,206
| -79% | -$234K | ﹤0.01% | 1682 |
|
|
2018
Q3 | $285K | Sell |
68,350
-4,000
| -6% | -$18.1K | ﹤0.01% | 1436 |
|
|
2018
Q2 | $326K | Sell |
72,350
-40,200
| -36% | -$139K | ﹤0.01% | 1326 |
|
|
2018
Q1 | $319K | Sell |
112,550
-4,450
| -4% | -$13.4K | ﹤0.01% | 1313 |
|
|
2017
Q4 | $364K | Hold |
117,000
| – | – | ﹤0.01% | 1258 |
|
|
2017
Q3 | $450K | Sell |
117,000
-1,050
| -0.9% | -$3.75K | ﹤0.01% | 1107 |
|
|
2017
Q2 | $445K | Buy |
118,050
+19,300
| +20% | +$73.2K | ﹤0.01% | 1075 |
|
|
2017
Q1 | $407K | Buy |
98,750
+23,977
| +32% | +$92.3K | ﹤0.01% | 1109 |
|
|
2016
Q4 | $285K | Buy |
74,773
+39,409
| +111% | +$174K | ﹤0.01% | 1212 |
|
|
2016
Q3 | $175K | Sell |
35,364
-12,459
| -26% | -$47.8K | ﹤0.01% | 1469 |
|
|
2016
Q2 | $123K | Buy |
47,823
+13,406
| +39% | +$43.3K | ﹤0.01% | 1540 |
|
|
2016
Q1 | $94K | Sell |
34,417
-20,761
| -38% | -$52.6K | ﹤0.01% | 1672 |
|
|
2015
Q4 | $206K | Buy |
55,178
+15,600
| +39% | +$72.2K | ﹤0.01% | 1180 |
|
|
2015
Q3 | $183K | Buy |
39,578
+18,767
| +90% | +$110K | ﹤0.01% | 1238 |
|
|
2015
Q2 | $158K | Sell |
20,811
-1,068
| -5% | -$8.52K | ﹤0.01% | 919 |
|
|
2015
Q1 | $160K | Sell |
21,879
-1,370
| -6% | -$10.4K | ﹤0.01% | 1306 |
|
|
2014
Q4 | $198K | Sell |
23,249
-42,488
| -65% | -$446K | ﹤0.01% | 1142 |
|
|
2014
Q3 | $861K | Buy |
65,737
+32,318
| +97% | +$467K | 0.01% | 448 |
|
|
2014
Q2 | $581K | Sell |
33,419
-16,227
| -33% | -$284K | 0.01% | 584 |
|
|
2014
Q1 | $880K | Buy |
49,646
+41,300
| +495% | +$663K | 0.01% | 411 |
|
|
2013
Q4 | $130K | Buy |
8,346
+416
| +5% | +$6.01K | ﹤0.01% | 1057 |
|
|
2013
Q3 | $102K | Sell |
7,930
-270
| -3% | -$3.38K | ﹤0.01% | 1105 |
|
|
2013
Q2 | $94K | Buy |
+8,200
| New | +$85.4K | ﹤0.01% | 1025 |
|
Other funds holding GNW
DSC
VPM
VCM
RRAM
N
Creative Planning's GNW Position: Q1 2026 in Review
Creative Planning reduced its Genworth Financial (GNW) stake by 44% in Q1 2026, selling an estimated $109K and leaving 15,973 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.
Creative Planning first reported a position in GNW in Q2 2013 and has held it in 34 quarters since. The position peaked at $880K in Q1 2014. 367 funds tracked by Wall St. Rank hold GNW as of Q1 2026.
- Creative Planning held 15,973 shares of Genworth Financial worth $130K as of Q1 2026.
- Creative Planning sold 12,803 Genworth Financial shares in Q1 2026, an estimated $109K.
- Genworth Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3845 holding.
- Creative Planning first reported a position in Genworth Financial in Q2 2013 and has held it in 34 quarters since.
- Creative Planning's Genworth Financial position peaked at $880K in Q1 2014.
- 367 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.