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Mount Yale Investment Advisors’s Genworth Financial GNW Stock Holding History

Mount Yale Investment 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
Q2 		$97.8K Sell
10,331
-123
-1% -$1.09K ﹤0.01% 1173
2026
Q1 		$84.9K Sell
10,454
-930
-8% -$7.89K ﹤0.01% 1080
2025
Q4 		$103K Sell
11,384
-10,235
-47% -$89.1K ﹤0.01% 707
2025
Q3 		$192K Buy
+21,619
New +$178K 0.01% 639

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's GNW Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Genworth Financial (GNW) stake by 1.2% in Q2 2026, selling an estimated $1.09K and leaving 10,331 shares worth $97.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Mount Yale Investment Advisors first reported a position in GNW in Q3 2025 and has held it in 4 quarters since. The position peaked at $192K in Q3 2025. 368 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

  • Mount Yale Investment Advisors held 10,331 shares of Genworth Financial worth $97.8K as of Q2 2026.
  • Mount Yale Investment Advisors sold 123 Genworth Financial shares in Q2 2026, an estimated $1.09K.
  • Genworth Financial made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1173 holding.
  • Mount Yale Investment Advisors first reported a position in Genworth Financial in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Genworth Financial position peaked at $192K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.