RMR Wealth Builders’s Genworth Financial GNW Stock Holding History

RMR Wealth Builders’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
2024 Q4	–	Sell	-10,761	Closed	-$73.7K	–	262
2024 Q3	$73.7K	Sell	10,761 -1,859	-15%	-$12.2K	0.01%	258
2024 Q2	$76.2K	Buy	12,620 +2,120	+20%	+$13.2K	0.01%	248
2024 Q1	$67.5K	Hold	10,500	–	–	0.01%	258
2023 Q4	$70.1K	Sell	10,500 -9,460	-47%	-$57.4K	0.01%	231
2023 Q3	$117K	Buy	19,960 +1,960	+11%	+$11.3K	0.02%	224
2023 Q2	$90K	Buy	+18,000	New	+$98.5K	0.02%	210
2020 Q4	–	Sell	-18,000	Closed	-$60K	–	532
2020 Q3	$60K	Buy	+18,000	New	+$48K	0.02%	215

Other funds holding GNW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's GNW Position: Q4 2024 in Review

RMR Wealth Builders sold out of Genworth Financial (GNW) in Q4 2024, closing a stake of 10,761 shares — an estimated $73.7K sold.

RMR Wealth Builders first reported a position in GNW in Q3 2020 and held it in 7 quarters. The position peaked at $117K in Q3 2023. 343 funds tracked by Wall St. Rank hold GNW as of Q4 2024.

RMR Wealth Builders reported no remaining Genworth Financial position as of Q4 2024 after selling out during the quarter.
RMR Wealth Builders sold 10,761 Genworth Financial shares in Q4 2024, an estimated $73.7K.
RMR Wealth Builders first reported a position in Genworth Financial in Q3 2020 and held it in 7 quarters.
RMR Wealth Builders's Genworth Financial position peaked at $117K in Q3 2023.
343 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2024.

Based on RMR Wealth Builders's 13F filing for Q4 2024, filed 10 Jan 2025.