ROBINSON SMITH WEALTH ADVISORS LLC GNW GENWORTH FINL INC

Ownership history in ROBINSON SMITH WEALTH ADVISORS LLC  ·  10 quarters on record

AI Ownership Summary

ROBINSON SMITH WEALTH ADVISORS LLC reported GENWORTH FINL INC (GNW) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2023 Q4. The latest visible filing shows GNW at 0.42% 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 ROBINSON SMITH WEALTH ADVISORS 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
2026 Q1

GNW was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 ROBINSON SMITH WEALTH ADVISORS LLC held GNW — position size vs. price
% of Fund (quarterly)    GNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 76,782 0% 0.42% $623K 2026-04-30 $8.79
2025 Q4 UNCHANGED 76,782 0% 0.47% $693K 2026-02-09 $8.88
2025 Q3 UNCHANGED 76,782 0% 0.49% $683K 2025-11-03 $8.45
2025 Q2 UNCHANGED 76,782 0% 0.48% $597K 2025-08-06 $8.21
2025 Q1 UNCHANGED 76,782 0% 0.46% $544K 2025-05-12 $7.21
2024 Q4 UNCHANGED 76,782 0% 0.46% $537K 2025-02-10 $7.39
2024 Q3 UNCHANGED 76,782 0% 0.45% $526K 2024-11-08 $7.07
2024 Q2 UNCHANGED 76,782 0% 0.41% $464K 2024-07-30 $6.81
2024 Q1 UNCHANGED 76,782 0% 0.47% $494K 2024-04-25 $6.01
2023 Q4 INITIATED 76,782 0.50% $513K 2024-02-12 $6.25

FAQ About ROBINSON SMITH WEALTH ADVISORS 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 ROBINSON SMITH WEALTH ADVISORS LLC reported owning GNW?

ROBINSON SMITH WEALTH ADVISORS LLC reported GNW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GNW position in ROBINSON SMITH WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for GNW was 0.50% in 2023 Q4.

What is the latest reported GNW position on this page?

The most recent filing on this page is 2026 Q1, when ROBINSON SMITH WEALTH ADVISORS LLC reported 76,782 shares, equal to 0.42% of portfolio, with an estimated market value of $623K.

What does the chart on this GNW ownership page compare?

The chart compares ROBINSON SMITH WEALTH ADVISORS 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.

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