GENESIS PRIVATE WEALTH, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    ashburn, VA
  • CIK
    0001965529
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

144

$188.54 M
FBND, IWF, IWD, PTRB
13F-HR
Apr 23, 2025
000172554725001448

136

$181.44 M
IWF, FBND, IWD, PTRB
13F-HR
Jan 17, 2025
000172554725000136