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Sagespring Wealth Partners’s Genworth Financial GNW Stock Holding History

Sagespring Wealth Partners’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
Q1 		– Sell
-20,414
Closed -$143K – 677
2024
Q4 		$143K Buy
+20,414
New +$147K ﹤0.01% 596

Other funds holding GNW

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sagespring Wealth Partners's GNW Position: Q1 2025 in Review

Sagespring Wealth Partners sold out of Genworth Financial (GNW) in Q1 2025, closing a stake of 20,414 shares — an estimated $143K sold.

Sagespring Wealth Partners first reported a position in GNW in Q4 2024 and held it in 1 quarter. The position peaked at $143K in Q4 2024. 349 funds tracked by Wall St. Rank hold GNW as of Q1 2025.

  • Sagespring Wealth Partners reported no remaining Genworth Financial position as of Q1 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 20,414 Genworth Financial shares in Q1 2025, an estimated $143K.
  • Sagespring Wealth Partners first reported a position in Genworth Financial in Q4 2024 and held it in 1 quarter.
  • Sagespring Wealth Partners's Genworth Financial position peaked at $143K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2025.

Based on Sagespring Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.