HighTower Advisors

HighTower Advisors’s Genworth Financial GNW Stock Holding History

HighTower 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 Q1	$332K	Buy	40,948 +11,051	+37%	+$93.7K	﹤0.01%	3075
2025 Q4	$270K	Sell	29,897 -69,084	-70%	-$602K	﹤0.01%	3132
2025 Q3	$881K	Buy	98,981 +71,800	+264%	+$592K	﹤0.01%	2195
2025 Q2	$211K	Buy	27,181 +6,070	+29%	+$42.4K	﹤0.01%	3230
2025 Q1	$150K	Buy	21,111 +3,521	+20%	+$24.5K	﹤0.01%	3269
2024 Q4	$123K	Buy	17,590 +2,154	+14%	+$15.5K	﹤0.01%	3333
2024 Q3	$103K	Sell	15,436 -7,745	-33%	-$51K	﹤0.01%	3308
2024 Q2	$138K	Buy	23,181 +2,801	+14%	+$17.4K	﹤0.01%	3131
2024 Q1	$128K	Sell	20,380 -25,679	-56%	-$161K	﹤0.01%	3093
2023 Q4	$304K	Buy	46,059 +2,195	+5%	+$13.3K	﹤0.01%	2693
2023 Q3	$262K	Buy	+43,864	New	+$253K	﹤0.01%	2702
2023 Q1	–	Sell	-24,565	Closed	-$131K	–	3525
2022 Q4	$131K	Buy	24,565 +2,300	+10%	+$10.8K	﹤0.01%	2896
2022 Q3	$80K	Buy	22,265 +8,270	+59%	+$33.4K	﹤0.01%	2810
2022 Q2	$51K	Buy	+13,995	New	+$53.5K	﹤0.01%	2904
2014 Q4	–	Sell	-18,589	Closed	-$244K	–	1619
2014 Q3	$244K	Buy	+18,589	New	+$269K	﹤0.01%	1288

Other funds holding GNW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

American Century Companies

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

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

Geode Capital Management

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