Global Retirement Partners’s Genworth Financial GNW Stock Holding History

Global Retirement Partners’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
2025 Q4	$4.77K	Buy	528 +397	+303%	+$3.46K	﹤0.01%	3455
2025 Q3	$1.17K	Hold	131	–	–	﹤0.01%	3492
2025 Q2	$1.02K	Buy	+131	New	+$915	﹤0.01%	3441
2024 Q4	$1.15K	Buy	164 +33	+25%	+$237	﹤0.01%	3245
2024 Q3	$897	Hold	131	–	–	﹤0.01%	3168
2024 Q2	$791	Hold	131	–	–	﹤0.01%	3212
2024 Q1	$842	Hold	131	–	–	﹤0.01%	3018
2023 Q4	$782	Hold	131	–	–	﹤0.01%	2964
2023 Q3	$770	Hold	131	–	–	﹤0.01%	2837
2023 Q2	$655	Sell	131 -71	-35%	-$388	﹤0.01%	2888
2023 Q1	$1.1K	Sell	202 -73	-27%	-$405	﹤0.01%	2705
2022 Q4	$1.46K	Hold	275	–	–	﹤0.01%	2472
2022 Q3	$1K	Buy	275 +73	+36%	+$295	﹤0.01%	2466
2022 Q2	$1K	Buy	+202	New	+$773	﹤0.01%	2442

Other funds holding GNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Retirement Partners's GNW Position: Q4 2025 in Review

Global Retirement Partners increased its Genworth Financial (GNW) stake by 303% in Q4 2025, buying an estimated $3.46K and bringing the position to 528 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

Global Retirement Partners first reported a position in GNW in Q2 2022 and has held it in 14 quarters since. 365 funds tracked by Wall St. Rank hold GNW as of Q4 2025.

Global Retirement Partners held 528 shares of Genworth Financial worth $4.77K as of Q4 2025.
Global Retirement Partners bought 397 Genworth Financial shares in Q4 2025, an estimated $3.46K.
Genworth Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3455 holding.
Global Retirement Partners first reported a position in Genworth Financial in Q2 2022 and has held it in 14 quarters since.
365 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.