Mark Sheptoff Financial Planning’s Genworth Financial GNW Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-15,090	Closed	-$101K	–	541
2025 Q4	$101K	Hold	15,090	–	–	0.05%	142
2025 Q3	$101K	Hold	15,090	–	–	0.05%	138
2025 Q2	$101K	Hold	15,090	–	–	0.05%	127
2025 Q1	$101K	Hold	15,090	–	–	0.06%	123
2024 Q4	$101K	Hold	15,090	–	–	0.05%	122
2024 Q3	$101K	Hold	15,090	–	–	0.05%	128
2024 Q2	$101K	Hold	15,090	–	–	0.06%	133
2024 Q1	$101K	Hold	15,090	–	–	0.06%	129
2023 Q4	$101K	Sell	15,090 -100	-0.7%	-$607	0.06%	120
2023 Q3	$89K	Hold	15,190	–	–	0.06%	115
2023 Q2	$76K	Hold	15,190	–	–	0.04%	131
2023 Q1	$76.3K	Hold	15,190	–	–	0.04%	130
2022 Q4	$80.4K	Buy	15,190 +100	+0.7%	+$471	0.05%	126
2022 Q3	$66K	Hold	15,090	–	–	0.04%	130
2022 Q2	$66K	Hold	15,090	–	–	0.04%	141
2022 Q1	$66K	Hold	15,090	–	–	0.03%	156
2021 Q4	$66K	Hold	15,090	–	–	0.03%	160
2021 Q3	$66K	Hold	15,090	–	–	0.04%	156
2021 Q2	$66K	Hold	15,090	–	–	0.04%	163
2021 Q1	$66K	Hold	15,090	–	–	0.04%	145
2020 Q4	$66K	Hold	15,090	–	–	0.04%	147
2020 Q3	$66K	Hold	15,090	–	–	0.04%	136
2020 Q2	$66K	Hold	15,090	–	–	0.04%	135
2020 Q1	$66K	Hold	15,090	–	–	0.05%	120
2019 Q4	$66K	Hold	15,090	–	–	0.04%	136
2019 Q3	$66K	Hold	15,090	–	–	0.04%	130
2019 Q2	$56K	Hold	15,090	–	–	0.04%	148
2019 Q1	$58K	Hold	15,090	–	–	0.04%	139
2018 Q4	$70K	Hold	15,090	–	–	0.06%	120
2018 Q3	$63K	Hold	15,090	–	–	0.04%	147
2018 Q2	$68K	Hold	15,090	–	–	0.05%	141
2018 Q1	$43K	Hold	15,090	–	–	0.03%	169
2017 Q4	$47K	Hold	15,090	–	–	0.03%	175
2017 Q3	$58K	Hold	15,090	–	–	0.04%	168
2017 Q2	$57K	Sell	15,090 -1	-0%	-$4	0.04%	166
2017 Q1	$62K	Buy	15,091 +1	+0%	+$4	0.04%	169
2016 Q4	$57K	Hold	15,090	–	–	0.04%	167
2016 Q3	$75K	Hold	15,090	–	–	0.06%	139
2016 Q2	$39K	Hold	15,090	–	–	0.03%	171
2016 Q1	$41K	Hold	15,090	–	–	0.03%	164
2015 Q4	$56K	Hold	15,090	–	–	0.05%	161
2015 Q3	$70K	Hold	15,090	–	–	0.06%	145
2015 Q2	$114K	Hold	15,090	–	–	0.09%	134
2015 Q1	$110K	Sell	15,090 -300	-2%	-$2.28K	0.09%	133
2014 Q4	$131K	Sell	15,390 -19,191	-55%	-$202K	0.12%	114
2014 Q3	$453K	Sell	34,581 -89,825	-72%	-$1.3M	0.4%	68
2014 Q2	$2.17M	Sell	124,406 -600	-0.5%	-$10.5K	1.85%	13
2014 Q1	$2.22M	Buy	+125,006	New	+$2.01M	1.96%	12

Other funds holding GNW

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Mark Sheptoff Financial Planning's GNW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Genworth Financial (GNW) in Q1 2026, closing a stake of 15,090 shares — an estimated $101K sold.

Mark Sheptoff Financial Planning first reported a position in GNW in Q1 2014 and held it in 48 quarters. The position peaked at $2.22M in Q1 2014. 367 funds tracked by Wall St. Rank hold GNW as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Genworth Financial position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 15,090 Genworth Financial shares in Q1 2026, an estimated $101K.
Mark Sheptoff Financial Planning first reported a position in Genworth Financial in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's Genworth Financial position peaked at $2.22M in Q1 2014.
367 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.