Marcum Wealth’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $142K | Sell |
20,007
-111
| -0.6% | -$787 | 0.01% | 371 |
|
2024
Q4 | $141K | Buy |
20,118
+83
| +0.4% | +$580 | 0.01% | 367 |
|
2024
Q3 | $137K | Sell |
20,035
-48
| -0.2% | -$329 | 0.01% | 370 |
|
2024
Q2 | $121K | Sell |
20,083
-88
| -0.4% | -$532 | 0.01% | 344 |
|
2024
Q1 | $130K | Sell |
20,171
-7
| -0% | -$45 | 0.01% | 354 |
|
2023
Q4 | $135K | Hold |
20,178
| – | – | 0.01% | 344 |
|
2023
Q3 | $118K | Buy |
20,178
+123
| +0.6% | +$721 | 0.01% | 331 |
|
2023
Q2 | $100K | Sell |
20,055
-23
| -0.1% | -$115 | 0.01% | 344 |
|
2023
Q1 | $101K | Hold |
20,078
| – | – | 0.01% | 334 |
|
2022
Q4 | $106K | Buy |
20,078
+64
| +0.3% | +$339 | 0.01% | 319 |
|
2022
Q3 | $70K | Hold |
20,014
| – | – | 0.01% | 316 |
|
2022
Q2 | $71K | Hold |
20,014
| – | – | 0.01% | 312 |
|
2022
Q1 | $76K | Hold |
20,014
| – | – | 0.01% | 335 |
|
2021
Q4 | $81K | Sell |
20,014
-7
| -0% | -$28 | 0.01% | 333 |
|
2021
Q3 | $75K | Hold |
20,021
| – | – | 0.01% | 317 |
|
2021
Q2 | $78K | Hold |
20,021
| – | – | 0.01% | 288 |
|
2021
Q1 | $66K | Buy |
+20,021
| New | +$66K | 0.01% | 287 |
|