Genesis Private Wealth »

Pfizer shares owned by Genesis Private Wealth

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Genesis Private Wealth from 13F filings

Historical chart of Genesis Private Wealth investment in Pfizer

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pfizer by Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 10k 25.48
2025-06-30 $365k 15k 24.24
2025-03-31 $382k 15k 25.34

More positions owned by Genesis Private Wealth

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

View all positions for Genesis Private Wealth

Top funds holding Pfizer

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Susquehanna International
Northern Trust
Wellington Management Company
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
Charles Schwab Investment Management
Fisher Investments
Legal & General Group
Amundi
Royal Bank of Canada

View all funds holding Pfizer