Forum Financial Management’s Genworth Financial GNW Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-23,209	Closed	-$210K	–	605
2025 Q4	$210K	Hold	23,209	–	–	﹤0.01%	944
2025 Q3	$207K	Buy	23,209 +20	+0.1%	+$165	﹤0.01%	956
2025 Q2	$180K	Hold	23,189	–	–	﹤0.01%	917
2025 Q1	$164K	Buy	23,189 +58	+0.3%	+$403	﹤0.01%	834
2024 Q4	$162K	Buy	23,131 +2,584	+13%	+$18.6K	﹤0.01%	860
2024 Q3	$141K	Buy	20,547 +6	+0%	+$39	﹤0.01%	740
2024 Q2	$124K	Sell	20,541 -3,691	-15%	-$23K	﹤0.01%	691
2024 Q1	$156K	Buy	24,232 +75	+0.3%	+$469	﹤0.01%	720
2023 Q4	$161K	Hold	24,157	–	–	﹤0.01%	663
2023 Q3	$142K	Hold	24,157	–	–	﹤0.01%	610
2023 Q2	$121K	Buy	24,157 +1,000	+4%	+$5.47K	﹤0.01%	634
2023 Q1	$116K	Hold	23,157	–	–	﹤0.01%	595
2022 Q4	$123K	Hold	23,157	–	–	﹤0.01%	565
2022 Q3	$81K	Hold	23,157	–	–	﹤0.01%	522
2022 Q2	$82K	Buy	23,157 +1,662	+8%	+$6.36K	﹤0.01%	557
2022 Q1	$81K	Buy	21,495 +1,366	+7%	+$5.48K	﹤0.01%	597
2021 Q4	$82K	Buy	+20,129	New	+$83.7K	﹤0.01%	643

Other funds holding GNW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's GNW Position: Q1 2026 in Review

Forum Financial Management sold out of Genworth Financial (GNW) in Q1 2026, closing a stake of 23,209 shares — an estimated $210K sold.

Forum Financial Management first reported a position in GNW in Q4 2021 and held it in 17 quarters. The position peaked at $210K in Q4 2025. 368 funds tracked by Wall St. Rank hold GNW as of Q1 2026.

Forum Financial Management reported no remaining Genworth Financial position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 23,209 Genworth Financial shares in Q1 2026, an estimated $210K.
Forum Financial Management first reported a position in Genworth Financial in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Genworth Financial position peaked at $210K in Q4 2025.
368 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.