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LRI Investments’s Genworth Financial GNW Stock Holding History

LRI Investments’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 		$9.61K Buy
1,015
+24
+2% +$213 ﹤0.01% 962
2026
Q1 		$8.05K Hold
991
– – ﹤0.01% 944
2025
Q4 		$8.95K Hold
991
– – ﹤0.01% 904
2025
Q3 		$8.82K Hold
991
– – ﹤0.01% 907
2025
Q2 		$7.71K Hold
991
– – ﹤0.01% 906
2025
Q1 		$7.03K Hold
991
– – ﹤0.01% 860
2024
Q4 		$6.93K Hold
991
– – ﹤0.01% 851
2024
Q3 		$7.2K Hold
991
– – ﹤0.01% 844
2024
Q2 		$5.99K Hold
991
– – ﹤0.01% 853
2024
Q1 		$6.37K Buy
+991
New +$6.2K ﹤0.01% 583

Other funds holding GNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LRI Investments's GNW Position: Q2 2026 in Review

LRI Investments increased its Genworth Financial (GNW) stake by 2.4% in Q2 2026, buying an estimated $213 and bringing the position to 1,015 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

LRI Investments first reported a position in GNW in Q1 2024 and has held it in 10 quarters since. 368 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

  • LRI Investments held 1,015 shares of Genworth Financial worth $9.61K as of Q2 2026.
  • LRI Investments bought 24 Genworth Financial shares in Q2 2026, an estimated $213.
  • Genworth Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #962 holding.
  • LRI Investments first reported a position in Genworth Financial in Q1 2024 and has held it in 10 quarters since.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.