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Litman Gregory Fds Tr shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 10k 27.31
2025-06-30 $262k 10k 25.73
2025-03-31 $257k 10k 25.26
2024-12-31 $267k 10k 26.16

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View all positions for Genesis Wealth Advisors

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr