EWA
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EverSource Wealth Advisors’s Genworth Financial GNW Stock Holding History

EverSource Wealth Advisors’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
2026
Q2 		$24.6K Sell
2,601
-6,421
-71% -$57.1K ﹤0.01% 2277
2026
Q1 		$73.3K Buy
9,022
+119
+1% +$1.01K ﹤0.01% 1625
2025
Q4 		$80.4K Buy
8,903
+1,561
+21% +$13.6K ﹤0.01% 1435
2025
Q3 		$65.3K Sell
7,342
-721
-9% -$5.95K ﹤0.01% 1515
2025
Q2 		$62.7K Buy
8,063
+4,708
+140% +$32.9K ﹤0.01% 1478
2025
Q1 		$23.8K Buy
3,355
+222
+7% +$1.54K ﹤0.01% 1604
2024
Q4 		$21.9K Buy
3,133
+244
+8% +$1.75K ﹤0.01% 1574
2024
Q3 		$19.8K Sell
2,889
-1,939
-40% -$12.8K ﹤0.01% 1492
2024
Q2 		$32.7K Buy
4,828
+2,022
+72% +$12.6K ﹤0.01% 1290
2024
Q1 		$16.6K Sell
2,806
-288
-9% -$1.8K ﹤0.01% 1456
2023
Q4 		$20.7K Buy
3,094
+200
+7% +$1.21K ﹤0.01% 1218
2023
Q3 		$17K Sell
2,894
-225
-7% -$1.3K ﹤0.01% 1187
2023
Q2 		$15.6K Sell
3,119
-72
-2% -$394 ﹤0.01% 1245
2023
Q1 		$16K Sell
3,191
-961
-23% -$5.33K ﹤0.01% 1166
2022
Q4 		$22K Hold
4,152
– – ﹤0.01% 1039
2022
Q3 		$15K Hold
4,152
– – ﹤0.01% 998
2022
Q2 		$15K Hold
4,152
– – ﹤0.01% 911
2022
Q1 		$16K Hold
4,152
– – ﹤0.01% 790
2021
Q4 		$17K Buy
+4,152
New +$17.3K ﹤0.01% 746

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

EverSource Wealth Advisors's GNW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Genworth Financial (GNW) stake by 71% in Q2 2026, selling an estimated $57.1K and leaving 2,601 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

EverSource Wealth Advisors first reported a position in GNW in Q4 2021 and has held it in 19 quarters since. The position peaked at $80.4K in Q4 2025. 368 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

  • EverSource Wealth Advisors held 2,601 shares of Genworth Financial worth $24.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,421 Genworth Financial shares in Q2 2026, an estimated $57.1K.
  • Genworth Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2277 holding.
  • EverSource Wealth Advisors first reported a position in Genworth Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Genworth Financial position peaked at $80.4K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.