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SYSTM Wealth Solutions’s Genworth Financial GNW Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-17,859
Closed -$115K – 787
2024
Q1 		$115K Buy
17,859
+341
+2% +$2.13K 0.01% 462
2023
Q4 		$117K Hold
17,518
– – 0.02% 440
2023
Q3 		$103K Sell
17,518
-5,392
-24% -$31.1K 0.02% 455
2023
Q2 		$115K Buy
22,910
+8,482
+59% +$46.4K 0.02% 480
2023
Q1 		$72.4K Sell
14,428
-9,110
-39% -$50.5K 0.01% 460
2022
Q4 		$125K Buy
+23,538
New +$111K 0.02% 514

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SYSTM Wealth Solutions's GNW Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Genworth Financial (GNW) in Q2 2024, closing a stake of 17,859 shares — an estimated $115K sold.

SYSTM Wealth Solutions first reported a position in GNW in Q4 2022 and held it in 6 quarters. The position peaked at $125K in Q4 2022. 343 funds tracked by Wall St. Rank hold GNW as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Genworth Financial position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 17,859 Genworth Financial shares in Q2 2024, an estimated $115K.
  • SYSTM Wealth Solutions first reported a position in Genworth Financial in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Genworth Financial position peaked at $125K in Q4 2022.
  • 343 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.