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Medallion Wealth Advisors’s Genworth Financial GNW Stock Holding History

Medallion Wealth 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 		$24.4K Hold
3,000
– – 0.01% 615
2025
Q4 		$27.1K Hold
3,000
– – 0.01% 581
2025
Q3 		$26.7K Hold
3,000
– – 0.01% 582
2025
Q2 		$23.6K Hold
3,000
– – 0.01% 591
2025
Q1 		$21.8K Hold
3,000
– – 0.01% 562
2024
Q4 		$21K Buy
+3,000
New +$21.5K 0.01% 553

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
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

Medallion Wealth Advisors's GNW Position: Q1 2026 in Review

Medallion Wealth Advisors held its Genworth Financial (GNW) position steady in Q1 2026 at 3,000 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #615.

Medallion Wealth Advisors first reported a position in GNW in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.1K in Q4 2025. 368 funds tracked by Wall St. Rank hold GNW as of Q1 2026.

  • Medallion Wealth Advisors held 3,000 shares of Genworth Financial worth $24.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Genworth Financial share count unchanged in Q1 2026.
  • Genworth Financial made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #615 holding.
  • Medallion Wealth Advisors first reported a position in Genworth Financial in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Genworth Financial position peaked at $27.1K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.