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TFO Wealth Partners’s Genworth Financial GNW Stock Holding History

TFO 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
2024
Q2 		– Sell
-15
Closed -$96 – 343
2024
Q1 		$96 Hold
15
– – ﹤0.01% 648
2023
Q4 		$100 Hold
15
– – ﹤0.01% 790
2023
Q3 		$75 Hold
15
– – ﹤0.01% 1006
2023
Q2 		$75 Hold
15
– – ﹤0.01% 712
2023
Q1 		$75 Hold
15
– – ﹤0.01% 698
2022
Q4 		$505 Buy
+15
New +$71 ﹤0.01% 477

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

TFO Wealth Partners's GNW Position: Q2 2024 in Review

TFO Wealth Partners sold out of Genworth Financial (GNW) in Q2 2024, closing a stake of 15 shares — an estimated $96 sold.

TFO Wealth Partners first reported a position in GNW in Q4 2022 and held it in 6 quarters. The position peaked at $505 in Q4 2022. 343 funds tracked by Wall St. Rank hold GNW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Genworth Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 15 Genworth Financial shares in Q2 2024, an estimated $96.
  • TFO Wealth Partners first reported a position in Genworth Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Genworth Financial position peaked at $505 in Q4 2022.
  • 343 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.