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Pgim Etf Tr shares owned by Genesis Private Wealth

Quarter-by-quarter ownership of Pgim Etf Tr (PTRB) shares owned by Genesis Private Wealth from 13F filings

Historical chart of Genesis Private Wealth investment in Pgim Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pgim Etf Tr by Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 205k 42.20
2025-06-30 $8.4M 201k 41.83
2025-03-31 $8.3M 198k 41.74
2024-12-31 $7.8M 190k 40.96

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 Pgim Etf Tr

Apollon Wealth Management
Envestnet Asset Management
Raymond James Financial
Howard Financial Services
Financial Advisory Service
Advisory Resource Group
Boyum Wealth Architects
Commonwealth Equity Services
Team Financial Group
First Heartland Consultants
Advisor Group Holdings
Jones Financial Companies, L.L
RFG - Bristol Wealth Advisors
Novem Group
Genesis Private Wealth

View all funds holding Pgim Etf Tr