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WR Wealth Planners’s Genworth Financial GNW Stock Holding History

WR Wealth Planners’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
-90
Closed -$544 – 1170
2024
Q2 		$544 Hold
90
– – ﹤0.01% 1010
2024
Q1 		$579 Buy
+90
New +$563 ﹤0.01% 1023
2023
Q4 		– Sell
-90
Closed -$527 – 455
2023
Q3 		$527 Hold
90
– – ﹤0.01% 856
2023
Q2 		$450 Hold
90
– – ﹤0.01% 850
2023
Q1 		$452 Hold
90
– – ﹤0.01% 863
2022
Q4 		$476 Hold
90
– – ﹤0.01% 451
2022
Q3 		$315 Hold
90
– – ﹤0.01% 460
2022
Q2 		$318 Hold
90
– – ﹤0.01% 487
2022
Q1 		$340 Buy
+90
New +$361 ﹤0.01% 489

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

WR Wealth Planners's GNW Position: Q3 2024 in Review

WR Wealth Planners sold out of Genworth Financial (GNW) in Q3 2024, closing a stake of 90 shares — an estimated $544 sold.

WR Wealth Planners first reported a position in GNW in Q1 2022 and held it in 9 quarters. The position peaked at $579 in Q1 2024. 327 funds tracked by Wall St. Rank hold GNW as of Q3 2024.

  • WR Wealth Planners reported no remaining Genworth Financial position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 90 Genworth Financial shares in Q3 2024, an estimated $544.
  • WR Wealth Planners first reported a position in Genworth Financial in Q1 2022 and held it in 9 quarters.
  • WR Wealth Planners's Genworth Financial position peaked at $579 in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.