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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
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 $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

Mount Yale Investment Advisors's GNW Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Genworth Financial (GNW) stake by 8.2% in Q1 2026, selling an estimated $7.89K and leaving 10,454 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Mount Yale Investment Advisors first reported a position in GNW in Q3 2025 and has held it in 3 quarters since. The position peaked at $192K in Q3 2025. 368 funds tracked by Wall St. Rank hold GNW as of Q1 2026.

  • Mount Yale Investment Advisors held 10,454 shares of Genworth Financial worth $84.9K as of Q1 2026.
  • Mount Yale Investment Advisors sold 930 Genworth Financial shares in Q1 2026, an estimated $7.89K.
  • Genworth Financial made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1080 holding.
  • Mount Yale Investment Advisors first reported a position in Genworth Financial in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.