Genworth Financial is based out of Richmond. Their last reported 13F filing for Q4 2023 included $316,195,580 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Genworth Financial's largest holding is iShares Core S&P 500 ETF with shares held of 601,470. Whalewisdom has at least 54 13F filings, and 477 Form 4 filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| MIRM Mirum Pharmaceutical | 0.12% |
| UDMY Udemy Inc | 0% |
| SPLV Invesco S&P 500 Low | -0.21% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| IVV iShares Core S&P 500 | 90.86% |
| SPLV Invesco S&P 500 Low | 9.02% |
| MIRM Mirum Pharmaceutical | 0.12% |
| UDMY Udemy Inc | 0% |
2023-12-31
13F Activity
| Market Value | $316m, Prior: $285m |
| New Purchases | 2 stocks |
| Added To | 1 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 50% |
| Turnover Alt %[2] | 0% |
| Time Held Top 20 | 5.25 quarters |
| Time Held Top 10 | 5.25 quarters |
| Time Held All | 5.75 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31