Genesis Private Wealth, LLC Purchases and Sells in Q1 2025

Genesis Private Wealth, LLC

$189 Billion
Q1 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	1.09K + 4.03%	$243.19 - $288.14 $265K - $314K	28.1K $8.1B
SCHF	26.1K + 12.46%	$18.36 - $20.51 $478K - $534K	235K $4.65B
FBND	10.9K + 4.12%	$44.41 - $45.98 $483K - $500K	275K $12.5B
VANGUARD WELLINGTON FD	5.46K + 29.22%	N/A	24.1K $2.43B
PTRB	8.5K + 4.48%	$40.5 - $42.02 $344K - $357K	198K $8.28B
FDL	4.15K + 4.12%	$39.69 - $43.83 $165K - $182K	105K $4.56B

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FISV	1.74K New	N/A	1.74K $384M
PFE	15.1K New	$25.01 - $27.13 $377K - $409K	15.1K $382M
PLD	3.14K New	$103.59 - $124.04 $325K - $389K	3.14K $351M
PEP	2.02K New	$142.64 - $156.42 $287K - $315K	2.02K $302M
AMGN	939 New	$258.59 - $327.36 $243K - $307K	939 $293M
JKHY	1.44K New	$166.47 - $191.28 $239K - $275K	1.44K $262M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HDV	-7.82K - 48.81%	$110.86 - $121.12 $866K - $947K	8.2K $993M
GOOGL	-203 - 3.86%	$154.33 - $206.19 $31.3K - $41.9K	5.06K $783M
AAPL	-102 - 1.87%	$209.68 - $247.1 $21.4K - $25.2K	5.34K $1.19B
NOW	-46 - 12.89%	$783.83 - $1170.39 $36.1K - $53.8K	311 $248M
TSM	-219 - 9.36%	$165.25 - $224.62 $36.2K - $49.2K	2.12K $352M
SAP	-506 - 34.92%	$241.4 - $293.69 $122K - $149K	943 $253M

Activity Summary All Purchases 106 New Holdings 21 Increased Positions 85 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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