GENESIS PRIVATE WEALTH, LLC
GENESIS PRIVATE WEALTH, LLC reported 192 positions worth $355.8M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: IVV (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $18.2M | 5.12% | 24,321 | — | — | |
| ▸ 2 | IWF | SH | $15.9M | 4.46% | 127,737 | — | — | |
| ▸ 3 | IWD | SH | $15.3M | 4.30% | 63,143 | — | — | |
| ▸ 4 | FBND | SH | $15.0M | 4.21% | 328,860 | — | — | |
| ▸ 5 | CGGR | SH | $11.5M | 3.23% | 243,198 | — | — | |
| ▸ 6 | GLD | SH | $10.5M | 2.96% | 28,607 | — | — | |
| ▸ 7 | PTRB | SH | $9.6M | 2.70% | 231,788 | — | — | |
| ▸ 8 | RDVY | SH | $9.6M | 2.69% | 118,051 | — | — | |
| ▸ 9 | VTEB | SH | $8.6M | 2.41% | 169,793 | — | — | |
| ▸ 10 | SCHF | SH | $8.5M | 2.40% | 308,046 | — | — |
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Frequently Asked Questions
What stocks does GENESIS PRIVATE WEALTH, LLC hold as of Q2 2026?
GENESIS PRIVATE WEALTH, LLC reported 192 positions worth $355.8M in its Q2 2026 13F filing. Largest positions: IVV (5.1%), IWF (4.5%), IWD (4.3%), FBND (4.2%) and CGGR (3.2%).
What did GENESIS PRIVATE WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did GENESIS PRIVATE WEALTH, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.