Heritage Wealth Advisors’s Genworth Financial GNW Stock Holding History

Heritage 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	$109K	Hold	11,480	–	–	﹤0.01%	258
2026 Q1	$93.2K	Hold	11,480	–	–	﹤0.01%	262
2025 Q4	$104K	Hold	11,480	–	–	﹤0.01%	265
2025 Q3	$102K	Hold	11,480	–	–	﹤0.01%	246
2025 Q2	$89.3K	Hold	11,480	–	–	﹤0.01%	255
2025 Q1	$81.4K	Hold	11,480	–	–	﹤0.01%	261
2024 Q4	$80.2K	Hold	11,480	–	–	﹤0.01%	273
2024 Q3	$78.6K	Hold	11,480	–	–	﹤0.01%	289
2024 Q2	$69.3K	Hold	11,480	–	–	﹤0.01%	282
2024 Q1	$73.8K	Buy	+11,480	New	+$71.9K	﹤0.01%	293
2022 Q1	–	Sell	-60,000	Closed	-$243K	–	545
2021 Q4	$243K	Hold	60,000	–	–	0.01%	190
2021 Q3	$225K	Hold	60,000	–	–	0.01%	190
2021 Q2	$234K	Sell	60,000 -43,201	-42%	-$172K	0.01%	189
2021 Q1	$343K	Hold	103,201	–	–	0.02%	167
2020 Q4	$390K	Sell	103,201 -1,000	-1%	-$4.11K	0.02%	149
2020 Q3	$349K	Hold	104,201	–	–	0.05%	111
2020 Q2	$241K	Buy	104,201 +1,000	+1%	+$3.15K	0.03%	129
2020 Q1	$343K	Buy	103,201 +90,000	+682%	+$373K	0.06%	96
2019 Q4	$58.1K	Hold	13,201	–	–	0.01%	291
2019 Q3	$58K	Hold	13,201	–	–	0.01%	259
2019 Q2	$49K	Hold	13,201	–	–	0.01%	258
2019 Q1	$50.6K	Buy	13,201 +5,000	+61%	+$21.9K	0.01%	228
2018 Q4	$38K	Hold	8,201	–	–	0.01%	210
2018 Q3	$34K	Buy	+8,201	New	+$37K	0.01%	228

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 $3.37T 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 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

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

Heritage Wealth Advisors held its Genworth Financial (GNW) position steady in Q2 2026 at 11,480 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Heritage Wealth Advisors first reported a position in GNW in Q3 2018 and has held it in 24 quarters since. The position peaked at $390K in Q4 2020. 368 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

Heritage Wealth Advisors held 11,480 shares of Genworth Financial worth $109K as of Q2 2026.
Heritage Wealth Advisors left its Genworth Financial share count unchanged in Q2 2026.
Genworth Financial made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #258 holding.
Heritage Wealth Advisors first reported a position in Genworth Financial in Q3 2018 and has held it in 24 quarters since.
Heritage Wealth Advisors's Genworth Financial position peaked at $390K in Q4 2020.
368 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.