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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's GNW Position: Q2 2026 in Review

Creative Planning increased its Genworth Financial (GNW) stake by 11% in Q2 2026, buying an estimated $15K and bringing the position to 17,661 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #3930.

Creative Planning first reported a position in GNW in Q2 2013 and has held it in 35 quarters since. The position peaked at $880K in Q1 2014. 369 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

  • Creative Planning held 17,661 shares of Genworth Financial worth $167K as of Q2 2026.
  • Creative Planning bought 1,688 Genworth Financial shares in Q2 2026, an estimated $15K.
  • Genworth Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3930 holding.
  • Creative Planning first reported a position in Genworth Financial in Q2 2013 and has held it in 35 quarters since.
  • Creative Planning's Genworth Financial position peaked at $880K in Q1 2014.
  • 369 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.