Forum Financial Management’s Genworth Financial GNW Stock Holding History

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