Pinnacle Wealth Planning Services, Inc.
Position in GNW — Genworth Financial Inc
CIK 1726752
MANSFIELD, OH
Position in GNW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$91,470
+$15,329 QoQ
Shares Held
9,659
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#271
of 366 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GNW Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,215,312 across 14 Insurance - Life names. GNW ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
6,818 | $576,870 | |
| 2 | PRU |
Prudential Financial Inc
|
4,695 | $506,731 | |
| 3 | AFL |
Aflac Inc
|
3,662 | $429,369 | |
| 4 | GL |
Globe Life Inc.
|
2,114 | $377,729 | |
| 5 | MFC |
Manulife Financial Corp
|
7,549 | $305,809 | |
| 6 | LNC |
Lincoln National Corp
|
8,243 | $291,390 | |
| 7 | PUK |
Prudential PLC
|
9,226 | $247,349 | |
| 8 | JXN |
Jackson Financial Inc.
|
1,536 | $157,271 |
All Filings in GNW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,470 | 9,659 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $76,141 | 9,377 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $81,567 | 9,033 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $76,986 | 11,973 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $78,249 | 11,714 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $68,040 | 11,611 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,290 | 11,858 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $59,527 | 11,858 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $63,860 | 12,072 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||