GENWORTH FINANCIAL WEALTH MANAGEMENT, INC
Long Only Manager
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC is a Long Only Manager based in Concord, CA led by Hyun Michael Kim, reporting $77.4B in AUM as of Q3 2025 with 62% ETF concentration.
CEOHyun Michael Kim
- Portfolio Value
- $46.5B
- Positions
- 3,142
- Top Holding
- MGK at 7.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GENWORTH FINANCIAL WEALTH MANAGEMENT, INC's portfolio (29.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $3.4B | 7.36% | +$224.8M Bought | — 8.5M shares | |
ETF ETF | $2.1B | 4.48% | -$8.8M Sold | — 15.1M shares | |
ETF ETF | $2.1B | 4.42% | +$59.7M Bought | — 3.4M shares | |
Semiconductors Technology | $1.1B | 2.31% | +$19.6M Bought | 0.02% 5.7M shares | |
Software - Infrastructure Technology | $961.6M | 2.07% | +$36.8M Bought | 0.02% 1.9M shares | |
ETF ETF | $890.4M | 1.91% | -$19.7M Sold | — 4.3M shares | |
ETF ETF | $841.8M | 1.81% | +$61.8M Bought | — 8.4M shares | |
ETF ETF | $770.7M | 1.66% | +$26.2M Bought | — 4.4M shares | |
ETF ETF | $744.0M | 1.60% | +$743.3M Bought | — 6.6M shares | |
Consumer Electronics Technology | $704.4M | 1.51% | -$16.2M Sold | 0.02% 2.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GENWORTH FINANCIAL WEALTH MANAGEMENT, INC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for GENWORTH FINANCIAL WEALTH MANAGEMENT, INC
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