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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.