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Nicolet Advisory Services’s Genworth Financial GNW Stock Holding History

Nicolet Advisory Services’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
Q4 		$227K Buy
25,788
+3,057
+13% +$26.6K 0.02% 382
2025
Q3 		$199K Buy
+22,731
New +$188K 0.02% 398

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nicolet Advisory Services's GNW Position: Q4 2025 in Review

Nicolet Advisory Services increased its Genworth Financial (GNW) stake by 13% in Q4 2025, buying an estimated $26.6K and bringing the position to 25,788 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #382.

Nicolet Advisory Services first reported a position in GNW in Q3 2025 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold GNW as of Q4 2025.

  • Nicolet Advisory Services held 25,788 shares of Genworth Financial worth $227K as of Q4 2025.
  • Nicolet Advisory Services bought 3,057 Genworth Financial shares in Q4 2025, an estimated $26.6K.
  • Genworth Financial made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #382 holding.
  • Nicolet Advisory Services first reported a position in Genworth Financial in Q3 2025 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.