Creative Planning
GNW icon

Creative Planning’s Genworth Financial GNW Stock Holding History

Creative Planning’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
2017
Q1 		– Sell
-10,000
Closed -$9K – 4755
2016
Q4 		$9K Hold
10,000
– – ﹤0.01% 3608
2016
Q3 		$20K Hold
10,000
– – ﹤0.01% 3060
2016
Q2 		$5K Hold
10,000
– – ﹤0.01% 3642
2016
Q1 		$7K Hold
10,000
– – ﹤0.01% 3408
2015
Q4 		$6K Buy
+10,000
New +$46.3K ﹤0.01% 3587

Other funds holding GNW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning's GNW Position: Q3 2026 in Review

Creative Planning increased its Genworth Financial (GNW) stake by 35% in Q3 2026, buying an estimated $61.2K and bringing the position to 23,858 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

Creative Planning first reported a position in GNW in Q2 2013 and has held it in 36 quarters since. The position peaked at $880K in Q1 2014. 198 funds tracked by Wall St. Rank hold GNW as of Q3 2026.

  • Creative Planning held 23,858 shares of Genworth Financial worth $214K as of Q3 2026.
  • Creative Planning bought 6,197 Genworth Financial shares in Q3 2026, an estimated $61.2K.
  • Genworth Financial made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3924 holding.
  • Creative Planning first reported a position in Genworth Financial in Q2 2013 and has held it in 36 quarters since.
  • Creative Planning's Genworth Financial position peaked at $880K in Q1 2014.
  • 198 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.