WFA
GNW icon

Wipfli Financial Advisors’s Genworth Financial GNW Stock Holding History

Wipfli Financial 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
2022
Q3 		$5K Buy
+1,404
New +$5.67K ﹤0.01% 2071

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wipfli Financial Advisors's GNW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Genworth Financial (GNW) in Q3 2022: 1,404 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2071 among its holdings.

300 funds tracked by Wall St. Rank hold GNW as of Q3 2022.

  • Wipfli Financial Advisors held 1,404 shares of Genworth Financial worth $5K as of Q3 2022.
  • Genworth Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • Genworth Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2071 holding.
  • 300 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.