Geneos Wealth Management’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,042
| Closed | -$3K | – | 2932 |
|
|
2020
Q3 | $3K | Sell |
1,042
-125
| -11% | -$360 | ﹤0.01% | 2310 |
|
|
2020
Q2 | $2K | Hold |
1,167
| – | – | ﹤0.01% | 2353 |
|
|
2020
Q1 | $4K | Hold |
1,167
| – | – | ﹤0.01% | 2096 |
|
|
2019
Q4 | $5K | Hold |
1,167
| – | – | ﹤0.01% | 2177 |
|
|
2019
Q3 | $5K | Hold |
1,167
| – | – | ﹤0.01% | 2093 |
|
|
2019
Q2 | $4K | Hold |
1,167
| – | – | ﹤0.01% | 2157 |
|
|
2019
Q1 | $4K | Hold |
1,167
| – | – | ﹤0.01% | 2089 |
|
|
2018
Q4 | $5K | Buy |
1,167
+167
| +17% | +$716 | ﹤0.01% | 1980 |
|
|
2018
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2109 |
|
|
2018
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1970 |
|
|
2018
Q1 | $2K | Sell |
1,000
-122
| -11% | -$244 | ﹤0.01% | 2030 |
|
|
2017
Q4 | $3K | Sell |
1,122
-500
| -31% | -$1.34K | ﹤0.01% | 1939 |
|
|
2017
Q3 | $6K | Hold |
1,622
| – | – | ﹤0.01% | 1713 |
|
|
2017
Q2 | $6K | Sell |
1,622
-278
| -15% | -$1.03K | ﹤0.01% | 1674 |
|
|
2017
Q1 | $7K | Hold |
1,900
| – | – | ﹤0.01% | 1594 |
|
|
2016
Q4 | $7K | Sell |
1,900
-6,431
| -77% | -$23.7K | ﹤0.01% | 1532 |
|
|
2016
Q3 | $41K | Buy |
8,331
+1,400
| +20% | +$6.89K | 0.01% | 889 |
|
|
2016
Q2 | $17K | Sell |
6,931
-43,783
| -86% | -$107K | ﹤0.01% | 1168 |
|
|
2016
Q1 | $138K | Buy |
+50,714
| New | +$138K | 0.02% | 506 |
|