Heritage Wealth Advisors

Position in GNW — Genworth Financial Inc

CIK 1591122 RICHMOND, VA

Position in GNW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$108,715

+$15,498 QoQ

Shares Held

11,480

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#258

of 366 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $213,908 across 6 Insurance - Life names. GNW ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNW	Genworth Financial Inc This page	11,480	$108,715
2	PRU	Prudential Financial Inc	437	$47,165
3	MFC	Manulife Financial Corp	838	$33,947
4	MET	Metlife Inc	196	$16,583
5	UNM	Unum Group	83	$7,420
6	SFGYY	Sony Financial Group Inc./ADR	18	$78

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,715	11,480	0.0%	Shares	Sole	2026-08-14
2026-03-31	$93,217	11,480	0.0%	Shares	Sole	2026-05-14
2025-12-31	$103,664	11,480	0.0%	Shares	Sole	2026-02-13
2025-09-30	$102,172	11,480	0.0%	Shares	Sole	2025-11-13
2025-06-30	$89,314	11,480	0.0%	Shares	Sole	2025-08-11
2025-03-31	$81,393	11,480	0.0%	Shares	Sole	2025-05-08
2024-12-31	$80,245	11,480	0.0%	Shares	Sole	2025-02-12
2024-09-30	$78,638	11,480	0.0%	Shares	Sole	2024-11-12
2024-06-30	$69,339	11,480	0.0%	Shares	Sole	2024-12-12
2024-03-31	$73,816	11,480	-80.9%	Shares	Sole	2024-12-12
2021-12-31	$243,000	60,000	0.0%	Shares	Sole	2022-03-28
2021-09-30	$225,000	60,000	0.0%	Shares	Sole	2021-11-02
2021-06-30	$234,000	60,000	-41.9%	Shares	Sole	2021-08-09
2021-03-31	$342,627	103,201	0.0%	Shares	Sole	2021-04-27
2020-12-31	$390,099	103,201	-1.0%	Shares	Sole	2021-02-01
2020-09-30	$349,073	104,201	0.0%	Shares	Sole	2020-11-03
2020-06-30	$240,704	104,201	+1.0%	Shares	Sole	2020-07-17
2020-03-31	$342,627	103,201	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.