GNW β€” GENWORTH FINL INC

Ownership history in HB Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

HB Wealth Management, LLC reported GENWORTH FINL INC (GNW) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows GNW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HB Wealth Management, LLC's position in GENWORTH FINL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GNW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HB Wealth Management, LLC held GNW β€” position size vs. price
% of Fund (quarterly)    GNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11,414 -6,885 -37.6% 0.00% $102K 2025-10-23 $8.52
2025 Q2 REDUCED 18,299 -75 -0.4% 0.00% $142K 2025-07-17 $7.45
2025 Q1 INITIATED 18,374 β€” β€” 0.00% $130K 2025-05-07 $6.91

FAQ About HB Wealth Management, LLC and GNW

These are the practical questions this page is built to answer before you even open the full history table.

How long has HB Wealth Management, LLC reported owning GNW?

HB Wealth Management, LLC reported GNW across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported GNW position in HB Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GNW was 0.00% in 2025 Q2.

What is the latest reported GNW position on this page?

The most recent filing on this page is 2025 Q3, when HB Wealth Management, LLC reported 11,414 shares, equal to 0.00% of portfolio, with an estimated market value of $102K.

What does the chart on this GNW ownership page compare?

The chart compares HB Wealth Management, LLC's quarterly GNW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to HB Wealth Management, LLC Holdings