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Simplicity Wealth’s Genworth Financial GNW Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-15,057
Closed -$90.9K – 771
2024
Q2 		$90.9K Buy
15,057
+2,721
+22% +$16.9K ﹤0.01% 1180
2024
Q1 		$79.3K Buy
+12,336
New +$77.2K ﹤0.01% 1123

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Wealth's GNW Position: Q3 2024 in Review

Simplicity Wealth sold out of Genworth Financial (GNW) in Q3 2024, closing a stake of 15,057 shares — an estimated $90.9K sold.

Simplicity Wealth first reported a position in GNW in Q1 2024 and held it in 2 quarters. The position peaked at $90.9K in Q2 2024. 327 funds tracked by Wall St. Rank hold GNW as of Q3 2024.

  • Simplicity Wealth reported no remaining Genworth Financial position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 15,057 Genworth Financial shares in Q3 2024, an estimated $90.9K.
  • Simplicity Wealth first reported a position in Genworth Financial in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Genworth Financial position peaked at $90.9K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.