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BlackRock shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $42k 120 345.98
2015-03-31 $7.3k 20 362.55
2014-12-31 $7.5k 20 375.90

More positions owned by Genesis Wealth Advisors

iShares S&P 500 Index (IVV)
Claymore Exchange Trd Fd Tr gug bull2018 e
iShares MSCI EAFE Index Fund (EFA)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
iShares Lehman Aggregate Bond (AGG)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI ACWI Index Fund (ACWI)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
Vanguard Emerging Markets ETF (VWO)
Spdr S&p 500 Etf (SPY)
Claymore Exchange Trd Fd Tr gug bull2019 e
Cambria Etf Tr shshld yield etf (SYLD)
PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors

Top funds holding BlackRock

Vanguard Group
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Wells Fargo & Company
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Fisher Investments
Wellington Management Company
Legal & General Group
Massachusetts Financial Services
Franklin Resources
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas
Harris Associates L.P

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