Position in GNW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$119,153
-$60,637 QoQ
Shares Held
14,675
-26.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GNW Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $31,274,768 across 7 Insurance - Life names. GNW ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
263,327 | $25,724,388 | |
| 2 | AFL |
Aflac Inc
|
16,862 | $1,849,909 | |
| 3 | MET |
Metlife Inc
|
24,907 | $1,761,404 | |
| 4 | UNM |
Unum Group
|
10,180 | $743,432 | |
| 5 | LNC |
Lincoln National Corp
|
19,222 | $682,376 | |
| 6 | JXN |
Jackson Financial Inc.
|
3,728 | $394,106 | |
| 7 | GNW |
Genworth Financial Inc
This page
|
14,675 | $119,153 |
All Filings in GNW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,153 | 14,675 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $179,790 | 19,911 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $110,488 | 12,415 | Shares | Other | 2025-11-03 | |
| 2021-09-30 | $1,443,285 | 384,876 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,282,756 | 328,912 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||