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Perigon Wealth Management’s Genworth Financial GNW Stock Holding History

Perigon Wealth Management’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
-15,582
Closed -$141K – 1350
2025
Q4 		$141K Buy
15,582
+3,141
+25% +$27.4K ﹤0.01% 1269
2025
Q3 		$111K Buy
+12,441
New +$103K ﹤0.01% 1196

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 $3.37T AUM 44.26% 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

Perigon Wealth Management's GNW Position: Q1 2026 in Review

Perigon Wealth Management sold out of Genworth Financial (GNW) in Q1 2026, closing a stake of 15,582 shares — an estimated $141K sold.

Perigon Wealth Management first reported a position in GNW in Q3 2025 and held it in 2 quarters. The position peaked at $141K in Q4 2025. 368 funds tracked by Wall St. Rank hold GNW as of Q1 2026.

  • Perigon Wealth Management reported no remaining Genworth Financial position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 15,582 Genworth Financial shares in Q1 2026, an estimated $141K.
  • Perigon Wealth Management first reported a position in Genworth Financial in Q3 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Genworth Financial position peaked at $141K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.