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Eastern Bankshares shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Eastern Bankshares (EBC) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Eastern Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eastern Bankshares by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $391k 21k 18.43

More positions owned by Genesis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Bloomberg Emergi (EBND)
Johnson & Johnson (JNJ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Genesis Wealth Advisors

Top funds holding Eastern Bankshares

Vanguard Group
FMR
BlackRock
T. Rowe Price Investment Management
Dimensional Fund Advisors
State Street Corporation
HoldCo Asset Management
Geode Capital Management
Jennison Associates
Frontier Capital Management
Wellington Management Company
Brown Advisory Holdings Incorporated
Charles Schwab Investment Management
Massachusetts Financial Services
Systematic Financial Management

View all funds holding Eastern Bankshares