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Whipplewood Advisors’s Genworth Financial GNW Stock Holding History

Whipplewood Advisors’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
2026
Q2 		– Sell
-38
Closed -$309 – 822
2026
Q1 		$309 Buy
+38
New +$322 ﹤0.01% 1012
2025
Q3 		– Sell
-38
Closed -$296 – 660
2025
Q2 		$296 Sell
38
-29
-43% -$203 ﹤0.01% 1155
2025
Q1 		$1.48K Sell
67
-303
-82% -$2.11K ﹤0.01% 946
2024
Q4 		$2.59K Buy
+370
New +$2.66K ﹤0.01% 826

Other funds holding GNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whipplewood Advisors's GNW Position: Q2 2026 in Review

Whipplewood Advisors sold out of Genworth Financial (GNW) in Q2 2026, closing a stake of 38 shares — an estimated $309 sold.

Whipplewood Advisors first reported a position in GNW in Q4 2024 and held it in 4 quarters. The position peaked at $2.59K in Q4 2024. 368 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

  • Whipplewood Advisors reported no remaining Genworth Financial position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 38 Genworth Financial shares in Q2 2026, an estimated $309.
  • Whipplewood Advisors first reported a position in Genworth Financial in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Genworth Financial position peaked at $2.59K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.