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Pinnacle Wealth Planning Services’s Genworth Financial GNW Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$91.5K Buy
9,659
+282
+3% +$2.51K 0.01% 921
2026
Q1 		$76.1K Buy
9,377
+344
+4% +$2.92K 0.01% 968
2025
Q4 		$81.6K Buy
+9,033
New +$78.7K 0.01% 898
2024
Q2 		– Sell
-11,973
Closed -$77K – 531
2024
Q1 		$77K Buy
11,973
+259
+2% +$1.62K 0.01% 490
2023
Q4 		$78.3K Buy
11,714
+103
+0.9% +$625 0.01% 467
2023
Q3 		$68K Sell
11,611
-247
-2% -$1.43K 0.01% 433
2023
Q2 		$59.3K Hold
11,858
– – 0.01% 445
2023
Q1 		$59.5K Sell
11,858
-214
-2% -$1.19K 0.01% 459
2022
Q4 		$63.9K Buy
+12,072
New +$56.8K 0.01% 425

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

Pinnacle Wealth Planning Services's GNW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Genworth Financial (GNW) stake by 3% in Q2 2026, buying an estimated $2.51K and bringing the position to 9,659 shares worth $91.5K. The position accounts for 0.01% of the portfolio, ranked #921.

Pinnacle Wealth Planning Services first reported a position in GNW in Q4 2022 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,659 shares of Genworth Financial worth $91.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 282 Genworth Financial shares in Q2 2026, an estimated $2.51K.
  • Genworth Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #921 holding.
  • Pinnacle Wealth Planning Services first reported a position in Genworth Financial in Q4 2022 and has held it in 9 quarters since.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.