Genesis Private Wealth, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationashburn, VA
- CIK0001965529
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
180 | $322.25M | IWF, IVV, FBND, IWD | 13F-HR | Jan 8, 2026 | 000172554726000004 | ||
158 | $237.97M | IWF, FBND, IWD, GQ9 | 13F-HR | Oct 8, 2025 | 000172554725004097 | ||
155 | $212.24M | IWF, FBND, IWD, GQ9 | 13F-HR | Jul 17, 2025 | 000172554725003451 | ||
144 | $188.54M | FBND, IWF, IWD, PTRB | 13F-HR | Apr 23, 2025 | 000172554725001448 | ||
136 | $181.44M | IWF, FBND, IWD, PTRB | 13F-HR | Jan 17, 2025 | 000172554725000136 |