GENESIS PRIVATE WEALTH, LLC - Portfolio Stock Holdings
GENESIS PRIVATE WEALTH, LLC disclosed 202 stock positions in a recent SEC 13F filing. $355,755,754 of stock holdings were filed, with the largest holdings including IVV, IWF, and IWD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $482,357,468 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
202Est. Stock Holding Value:
$355,755,754Top Stock Holdings By Sector
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Portfolio Stock Holdings - GENESIS PRIVATE WEALTH, LLC
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