Genesis Private Wealth
Latest statistics and disclosures from Genesis Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IWF, IWD, FBND, CGGR, and represent 21.31% of Genesis Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$12M), VO, JTEK, KLAC, CGDV, IVV, HDV, IJH, CGGR, FBND.
- Started 20 new stock positions in BNY, FENI, ADI, ARMK, CSCO, SAIA, CVS, MDY, VB, STX. CDNS, JIRE, MAR, UNH, SPY, TDY, WMB, MU, ADP, VYM.
- Reduced shares in these 10 stocks: , GSLC, VWO, VEA, MSFT, KKR, GE, HGER, TFC, .
- Sold out of its positions in ADSK, CME, LNG, EFX, GD, KKR, NFLX, NEE, TFC, VHT.
- Genesis Private Wealth was a net buyer of stock by $33M.
- Genesis Private Wealth has $356M in assets under management (AUM), dropping by 11.98%.
- Central Index Key (CIK): 0001965529
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Portfolio Holdings for Genesis Private Wealth
Genesis Private Wealth holds 192 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $18M | +5% | 24k | 748.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.5 | $16M | +311% | 128k | 124.17 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 4.3 | $15M | +2% | 63k | 242.43 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.2 | $15M | +4% | 329k | 45.49 |
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 3.2 | $12M | +6% | 243k | 47.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.0 | $11M | +2% | 29k | 368.38 |
|
| Pgim Etf Tr Tota Retu Bd Etf (PTRB) | 2.7 | $9.6M | +4% | 232k | 41.46 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.7 | $9.6M | +5% | 118k | 81.06 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.4 | $8.6M | +7% | 170k | 50.58 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.4 | $8.5M | +5% | 308k | 27.70 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.2 | $8.0M | +5% | 177k | 44.99 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.2 | $7.8M | +3% | 33k | 236.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $7.5M | +5% | 78k | 96.58 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.1 | $7.5M | +5% | 98k | 76.70 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.0 | $7.0M | +3% | 23k | 306.29 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.9 | $6.8M | +3% | 136k | 49.78 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.9 | $6.7M | +7% | 127k | 52.60 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.8 | $6.4M | +4% | 75k | 85.49 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.8 | $6.4M | +3% | 32k | 197.60 |
|
| Ishares Core Msci Emkt (IEMG) | 1.7 | $6.2M | +4% | 75k | 82.84 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $6.0M | +5% | 28k | 212.77 |
|
| First Tr Exchange-traded SHS (FDL) | 1.7 | $5.9M | +3% | 122k | 48.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $5.8M | +298% | 71k | 80.57 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 1.5 | $5.4M | +3% | 41k | 133.25 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 1.5 | $5.2M | +22% | 105k | 49.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $4.8M | 48k | 98.98 |
|
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| J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) | 1.3 | $4.5M | +207% | 40k | 111.55 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 1.1 | $4.1M | +9% | 95k | 43.14 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.1 | $4.0M | +4% | 68k | 58.98 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $3.9M | +25% | 50k | 77.11 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.0 | $3.7M | 80k | 46.15 |
|
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| NVIDIA Corporation (NVDA) | 1.0 | $3.6M | 18k | 200.09 |
|
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 1.0 | $3.4M | +9% | 34k | 101.31 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.9 | $3.2M | -23% | 23k | 141.89 |
|
| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.8 | $2.9M | +9% | 141k | 20.80 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $2.7M | +4% | 54k | 49.55 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $2.6M | +4% | 55k | 48.43 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.7 | $2.5M | -9% | 21k | 122.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.4M | +20% | 6.6k | 357.37 |
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.7 | $2.3M | +32% | 69k | 34.13 |
|
| Fidelity Covington Trust Enh Mid Cor Etf (FMDE) | 0.6 | $2.2M | +35% | 55k | 40.58 |
|
| Apple (AAPL) | 0.6 | $2.2M | -3% | 7.7k | 289.36 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.6 | $2.1M | -11% | 72k | 29.01 |
|
| Ishares Tr Broad Usd High (USHY) | 0.6 | $2.1M | 55k | 37.02 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $2.0M | -18% | 5.4k | 373.04 |
|
| Amazon (AMZN) | 0.6 | $2.0M | 8.3k | 238.34 |
|
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.5 | $1.9M | +32% | 41k | 45.46 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $1.8M | 16k | 117.50 |
|
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| Broadcom (AVGO) | 0.5 | $1.7M | +6% | 4.4k | 377.77 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.4 | $1.6M | +15% | 16k | 100.97 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.4 | $1.6M | +9% | 80k | 19.99 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.6M | 16k | 96.44 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $1.6M | -3% | 99k | 15.88 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $1.4M | 9.3k | 147.73 |
|
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.4 | $1.4M | -17% | 47k | 29.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.3M | -28% | 18k | 71.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.3M | 7.7k | 164.27 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.2M | 2.5k | 477.61 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.1M | +401% | 40k | 27.41 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | +5% | 3.0k | 353.36 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $1.0M | 5.5k | 190.52 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.0M | +1112% | 3.4k | 301.71 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $995k | -4% | 500.00 | 1989.47 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $975k | 21k | 46.81 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $943k | 13k | 73.41 |
|
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| Meta Platforms Cl A (META) | 0.2 | $887k | -21% | 1.6k | 563.31 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $839k | -8% | 1.6k | 513.62 |
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.2 | $837k | +51% | 31k | 27.47 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $823k | +511% | 9.6k | 86.14 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $819k | +8% | 6.7k | 121.42 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $800k | -3% | 2.4k | 327.39 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $769k | 8.0k | 96.46 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $707k | 1.9k | 365.62 |
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| Eli Lilly & Co. (LLY) | 0.2 | $702k | +2% | 585.00 | 1199.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $655k | NEW | 877.00 | 746.77 |
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| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.2 | $647k | -3% | 13k | 50.31 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $620k | +3% | 2.8k | 217.93 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $615k | 12k | 51.00 |
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| Philip Morris International (PM) | 0.2 | $586k | +12% | 3.2k | 180.92 |
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| Prologis (PLD) | 0.2 | $580k | +3% | 4.3k | 135.47 |
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| Abbvie (ABBV) | 0.2 | $560k | +14% | 2.2k | 251.60 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $539k | -3% | 3.5k | 152.20 |
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| Micron Technology (MU) | 0.2 | $536k | NEW | 464.00 | 1154.46 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $519k | -6% | 8.4k | 61.76 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $501k | 2.6k | 189.77 |
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| Ge Vernova (GEV) | 0.1 | $497k | 423.00 | 1174.86 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $493k | -12% | 3.6k | 136.72 |
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| Totalenergies Se Act (TTE) | 0.1 | $493k | -14% | 6.3k | 77.76 |
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| Us Bancorp Com New (USB) | 0.1 | $487k | 8.1k | 60.40 |
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| Ge Aerospace Com New (GE) | 0.1 | $477k | -38% | 1.3k | 373.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $466k | 1.6k | 300.45 |
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| Caterpillar (CAT) | 0.1 | $465k | +6% | 437.00 | 1064.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $460k | 5.6k | 82.64 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $445k | 3.5k | 126.58 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $444k | -54% | 7.4k | 59.69 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $438k | -3% | 873.00 | 501.37 |
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| PNC Financial Services (PNC) | 0.1 | $432k | -17% | 1.8k | 246.28 |
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| Gilead Sciences (GILD) | 0.1 | $425k | -4% | 3.4k | 126.36 |
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| Cigna Corp (CI) | 0.1 | $422k | -6% | 1.5k | 275.68 |
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| Amphenol Corp Cl A (APH) | 0.1 | $414k | -13% | 2.3k | 176.32 |
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| Johnson & Johnson (JNJ) | 0.1 | $414k | -7% | 1.6k | 253.97 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $412k | 3.0k | 136.68 |
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| Visa Com Cl A (V) | 0.1 | $404k | -2% | 1.2k | 343.11 |
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| Medtronic SHS (MDT) | 0.1 | $396k | +15% | 5.1k | 78.23 |
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| Arista Networks Com Shs (ANET) | 0.1 | $396k | +2% | 2.3k | 169.88 |
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| Linde SHS (LIN) | 0.1 | $396k | +87% | 763.00 | 518.98 |
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| Amgen (AMGN) | 0.1 | $377k | 1.0k | 362.13 |
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| Chevron Corporation (CVX) | 0.1 | $370k | -20% | 2.2k | 165.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $368k | +9% | 4.9k | 75.51 |
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| Pepsi (PEP) | 0.1 | $367k | 2.7k | 135.40 |
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| Bank of America Corporation (BAC) | 0.1 | $361k | +3% | 6.3k | 56.98 |
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| Monster Beverage Corp (MNST) | 0.1 | $356k | 3.7k | 96.12 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $354k | +3% | 7.0k | 50.65 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $347k | 4.9k | 70.53 |
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| FirstEnergy (FE) | 0.1 | $341k | +4% | 7.2k | 47.54 |
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| Blackrock (BLK) | 0.1 | $335k | 348.00 | 961.56 |
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| Boeing Company (BA) | 0.1 | $332k | 1.5k | 216.47 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $326k | -5% | 7.6k | 42.66 |
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| Verizon Communications (VZ) | 0.1 | $325k | +30% | 7.7k | 42.34 |
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| Paychex (PAYX) | 0.1 | $322k | -2% | 3.3k | 98.33 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $319k | NEW | 454.00 | 703.34 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $319k | -9% | 2.9k | 109.77 |
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| Enbridge (ENB) | 0.1 | $318k | -3% | 5.9k | 54.21 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $316k | 12k | 27.05 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $315k | +14% | 4.0k | 79.42 |
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| Union Pacific Corporation (UNP) | 0.1 | $314k | 1.2k | 272.04 |
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| Progressive Corporation (PGR) | 0.1 | $309k | -17% | 1.4k | 218.45 |
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| Aon Shs Cl A (AON) | 0.1 | $308k | +14% | 928.00 | 331.69 |
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| Capital One Financial (COF) | 0.1 | $307k | 1.5k | 200.62 |
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| Southern Company (SO) | 0.1 | $306k | 3.2k | 95.71 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $304k | NEW | 315.00 | 965.00 |
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| Chubb (CB) | 0.1 | $303k | 889.00 | 340.75 |
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| CVS Caremark Corporation (CVS) | 0.1 | $301k | NEW | 2.9k | 103.47 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $297k | -16% | 996.00 | 298.07 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.1 | $294k | 4.4k | 67.58 |
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| Astrazeneca Ord (AZN) | 0.1 | $289k | +16% | 1.5k | 189.62 |
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| American Express Company (AXP) | 0.1 | $287k | 849.00 | 338.25 |
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| Pfizer (PFE) | 0.1 | $283k | 12k | 24.08 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $283k | +3% | 3.6k | 77.90 |
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| Eaton Corp SHS (ETN) | 0.1 | $280k | -2% | 657.00 | 426.12 |
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| Goldman Sachs (GS) | 0.1 | $276k | 273.00 | 1011.37 |
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| Cisco Systems (CSCO) | 0.1 | $275k | NEW | 2.3k | 117.46 |
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| Nordson Corporation (NDSN) | 0.1 | $275k | 911.00 | 301.69 |
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| Automatic Data Processing (ADP) | 0.1 | $274k | NEW | 1.2k | 223.95 |
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| John Hancock Exchange Traded Pfd Income Etf (JHPI) | 0.1 | $272k | 12k | 22.70 |
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| Morgan Stanley Com New (MS) | 0.1 | $272k | +6% | 1.3k | 209.05 |
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| American Tower Reit (AMT) | 0.1 | $272k | 1.7k | 163.57 |
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| Abbott Laboratories (ABT) | 0.1 | $271k | +13% | 3.0k | 90.74 |
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| Dominion Resources (D) | 0.1 | $268k | +6% | 3.9k | 68.29 |
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| Howmet Aerospace (HWM) | 0.1 | $267k | -2% | 994.00 | 268.86 |
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| O'reilly Automotive (ORLY) | 0.1 | $267k | -2% | 2.9k | 92.09 |
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| ConocoPhillips (COP) | 0.1 | $264k | -7% | 2.5k | 103.96 |
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| Lennox International (LII) | 0.1 | $261k | 455.00 | 572.95 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $260k | 5.3k | 49.55 |
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| Wec Energy Group (WEC) | 0.1 | $256k | +17% | 2.2k | 116.77 |
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| Tc Energy Corp (TRP) | 0.1 | $255k | -2% | 3.8k | 66.29 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $253k | -6% | 552.00 | 459.13 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $252k | +5% | 3.0k | 82.87 |
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| Unilever Spon Adr New (UL) | 0.1 | $252k | +2% | 4.2k | 60.12 |
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| Carlisle Companies (CSL) | 0.1 | $251k | 693.00 | 362.75 |
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| Merck & Co (MRK) | 0.1 | $248k | -17% | 1.9k | 128.50 |
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| McKesson Corporation (MCK) | 0.1 | $248k | -8% | 328.00 | 755.60 |
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| Nasdaq Omx (NDAQ) | 0.1 | $245k | 3.1k | 78.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $242k | -2% | 655.00 | 370.04 |
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| Markel Corporation (MKL) | 0.1 | $242k | +2% | 124.00 | 1953.01 |
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| Amcor Com New (AMCR) | 0.1 | $239k | -3% | 5.5k | 43.35 |
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| Simpson Manufacturing (SSD) | 0.1 | $238k | -19% | 1.1k | 209.35 |
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| Saia (SAIA) | 0.1 | $237k | NEW | 563.00 | 421.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $235k | -4% | 4.1k | 57.85 |
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| Williams Companies (WMB) | 0.1 | $235k | NEW | 3.2k | 74.34 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $234k | NEW | 773.00 | 303.23 |
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| Pool Corporation (POOL) | 0.1 | $233k | -10% | 1.1k | 214.90 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $232k | NEW | 2.8k | 82.48 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $230k | NEW | 1.6k | 144.61 |
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| Citigroup Com New (C) | 0.1 | $226k | -19% | 1.6k | 139.96 |
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| Analog Devices (ADI) | 0.1 | $224k | NEW | 564.00 | 397.17 |
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| Jack Henry & Associates (JKHY) | 0.1 | $217k | -11% | 1.6k | 137.74 |
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| Aramark Hldgs (ARMK) | 0.1 | $217k | NEW | 3.8k | 56.90 |
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| Burlington Stores (BURL) | 0.1 | $215k | 678.00 | 316.80 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $213k | -9% | 1.9k | 114.18 |
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| UnitedHealth (UNH) | 0.1 | $210k | NEW | 506.00 | 415.74 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $210k | NEW | 315.00 | 666.90 |
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| Trimble Navigation (TRMB) | 0.1 | $210k | +7% | 4.1k | 51.18 |
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| Cadence Design Systems (CDNS) | 0.1 | $209k | NEW | 558.00 | 375.32 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $208k | NEW | 1.3k | 158.03 |
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| Spdr Series Trust St Str Rate Etf (FLRN) | 0.1 | $207k | 6.7k | 30.85 |
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| Marriott Intl Cl A (MAR) | 0.1 | $207k | NEW | 559.00 | 370.59 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $207k | NEW | 5.2k | 40.13 |
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| Caci Intl Cl A (CACI) | 0.1 | $207k | +15% | 446.00 | 463.26 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $205k | -44% | 1.2k | 166.68 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $205k | -22% | 2.4k | 87.04 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $161k | 12k | 13.80 |
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Past Filings by Genesis Private Wealth
SEC 13F filings are viewable for Genesis Private Wealth going back to 2024
- Genesis Private Wealth 2026 Q2 filed July 13, 2026
- Genesis Private Wealth 2026 Q1 filed April 16, 2026
- Genesis Private Wealth 2025 Q4 filed Jan. 8, 2026
- Genesis Private Wealth 2025 Q3 filed Oct. 8, 2025
- Genesis Private Wealth 2025 Q2 filed July 17, 2025
- Genesis Private Wealth 2025 Q1 filed April 23, 2025
- Genesis Private Wealth 2024 Q4 filed Jan. 17, 2025