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Interactive Brokers shares owned by Genesis Private Wealth

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Genesis Private Wealth from 13F filings

Historical chart of Genesis Private Wealth investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Genesis Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 3.1k 67.07

More positions owned by Genesis Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Pgim Etf Tr Total Return Bon (PTRB)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Genesis Private Wealth

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