Genesis Private Wealth »

Total shares owned by Genesis Private Wealth

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

Historical chart of Genesis Private Wealth investment in Total

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

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Quarterly reported holdings in Total by Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 7.0k 59.69
2025-06-30 $401k 6.5k 61.39
2025-03-31 $491k 7.6k 64.69
2024-12-31 $268k 4.9k 54.50

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 Total

Fisher Investments
Reed Conner & Birdwell
FMR
Morgan Stanley
Franklin Resources
Wells Fargo & Company
Wellington Management Company
Federated Investors
Capital Research and Management Company - Division 3
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Goldman Sachs Group
Jpmorgan Chase & Co
Natixis Asset Management Advisors

View all funds holding Total