Marcum Wealth’s Genworth Financial GNW Stock Holding History

Marcum Wealth’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 Q1	$142K	Sell	20,007 -111	-0.6%	-$772	0.01%	371
2024 Q4	$141K	Buy	20,118 +83	+0.4%	+$596	0.01%	367
2024 Q3	$137K	Sell	20,035 -48	-0.2%	-$316	0.01%	370
2024 Q2	$121K	Sell	20,083 -88	-0.4%	-$547	0.01%	344
2024 Q1	$130K	Sell	20,171 -7	-0%	-$44	0.01%	354
2023 Q4	$135K	Hold	20,178	–	–	0.01%	344
2023 Q3	$118K	Buy	20,178 +123	+0.6%	+$710	0.01%	331
2023 Q2	$100K	Sell	20,055 -23	-0.1%	-$126	0.01%	344
2023 Q1	$101K	Hold	20,078	–	–	0.01%	334
2022 Q4	$106K	Buy	20,078 +64	+0.3%	+$301	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%	-$29	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	+$65.9K	0.01%	287

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Marcum Wealth's GNW Position: Q1 2025 in Review

Marcum Wealth reduced its Genworth Financial (GNW) stake by 0.55% in Q1 2025, selling an estimated $772 and leaving 20,007 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #371.

Marcum Wealth first reported a position in GNW in Q1 2021 and has held it in 17 quarters since. 349 funds tracked by Wall St. Rank hold GNW as of Q1 2025.

Marcum Wealth held 20,007 shares of Genworth Financial worth $142K as of Q1 2025.
Marcum Wealth sold 111 Genworth Financial shares in Q1 2025, an estimated $772.
Genworth Financial made up 0.01% of Marcum Wealth's portfolio in Q1 2025, its #371 holding.
Marcum Wealth first reported a position in Genworth Financial in Q1 2021 and has held it in 17 quarters since.
349 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.