Genesis Private Wealth, LLC Purchases in Q4 2025

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
6.25K
New
$48.65 - $54.11 $304K - $338K
6.25K $344M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.02K
New
$105.91 - $113.18 $319K - $341K
3.02K $343M
MUB
Ishares National Muni Bond ETF

ETFs
3.11K
New
$106.36 - $107.61 $331K - $335K
3.11K $333M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.4K
+ 5.52%
$185.12 - $192.11 $259K - $269K
26.7K $5.12B
JKHY
Henry Jack & Associates Inc

Technology
1.72K
New
$146.26 - $167.17 $252K - $288K
1.72K $314M
CAT
Caterpillar Inc

Industrials
545
New
$480.82 - $585.49 $262K - $319K
545 $312M
TMO
Thermo Fisher Scientific Inc.

Healthcare
455
+ 97.22%
$524.58 - $588.02 $239K - $268K
923 $535M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.23K
+ 8.43%
$59.84 - $60.54 $313K - $316K
67.2K $4.03B
AXP
American Express CO

Financial Services
814
New
$316.26 - $372.77 $257K - $303K
814 $301M
SHOP
Shopify Inc.

Technology
1.82K
New
$146.04 - $179.01 $265K - $325K
1.82K $292M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.1K
+ 3.61%
$169.53 - $176.53 $186K - $193K
31.4K $5.57B
JHPI
John Hancock ETF Preferred Inc

ETFs
12K
New
$22.91 - $23.37 $275K - $280K
12K $274M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.05K
+ 5.42%
$93.79 - $100.35 $192K - $205K
39.8K $3.91B
AVGO
Broadcom Inc.

Technology
593
+ 16.95%
$324.63 - $385.98 $193K - $229K
4.09K $1.42B
GS
Goldman Sachs Group Inc

Financial Services
295
New
$744.6 - $838.97 $220K - $247K
295 $259M
TXN
Texas Instruments Inc

Technology
1.4K
New
N/A
1.4K $243M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.33K
New
$43.84 - $45.35 $234K - $242K
5.33K $242M
VTI
Vanguard Total Stock Market Et

ETFs
684
New
$321.8 - $337.95 $220K - $231K
684 $229M
GOOG
Alphabet Inc.

Communication Services
164
+ 6.48%
$237.49 - $291.74 $38.9K - $47.8K
2.69K $845M
APP
App Lovin Corp

Technology
321
New
$552.64 - $704.09 $177K - $226K
321 $216M
AAPL
Apple Inc.

Technology
415
+ 7.05%
$245.27 - $275.25 $102K - $114K
6.3K $1.71B
MNST
Monster Beverage Corp

Consumer Defensive
2.78K
New
$66.31 - $71.91 $184K - $200K
2.78K $213M
PULS
Pgim ETF Tr

ETFs
4.51K
+ 9.58%
$49.64 - $49.83 $224K - $225K
51.6K $2.56B
MRK
Merck & Co., Inc.

Healthcare
1.99K
New
$82.49 - $92.93 $164K - $185K
1.99K $210M
ITW
Illinois Tool Works Inc

Industrials
835
New
$242.03 - $260.73 $202K - $218K
835 $206M
Fidelity Covington Trust
5.47K
New
N/A
5.47K $200M
BNDX
Vanguard Total International B

ETFs
4.89K
+ 10.46%
$49.3 - $49.91 $241K - $244K
51.7K $2.5B
MUST
Columbia ETF Tr I Multi Sector

ETFs
7.52K
+ 6.32%
$20.45 - $20.73 $154K - $156K
126K $2.61B
JPM
Jpmorgan Chase & CO

Financial Services
436
+ 20.23%
$294.11 - $320.41 $128K - $140K
2.59K $835M
AMGN
Amgen Inc

Healthcare
327
+ 32.0%
$290.13 - $341.71 $94.9K - $112K
1.35K $442M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.83K
+ 16.19%
$74.09 - $75.1 $135K - $137K
13.1K $970M
PLD
Prologis, Inc.

Real Estate
442
+ 10.98%
$111.23 - $127.18 $49.2K - $56.2K
4.47K $570M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.33K
+ 8.12%
$20.02 - $20.12 $107K - $107K
71K $1.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.38K
+ 0.94%
$49.98 - $50.59 $69K - $69.8K
148K $7.42B
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.24%
$213.04 - $254.0 $4.26K - $5.08K
8.43K $1.95B
VUG
Vanguard Growth ETF

ETFs
135
+ 9.8%
$470.44 - $504.26 $63.5K - $68.1K
1.51K $738M
GLDM
World Gold Trust

ETFs
377
+ 11.39%
$76.32 - $86.69 $28.8K - $32.7K
3.69K $315M
ASML
Asml Holding Nv

Technology
14
+ 3.31%
$936.19 - $1075.45 $13.1K - $15.1K
437 $468M
XOM
Exxon Mobil Corp

Energy
149
+ 2.91%
$110.64 - $119.78 $16.5K - $17.8K
5.27K $634M
COF
Capital One Financial Corp

Financial Services
54
+ 3.81%
$201.01 - $225.01 $10.9K - $12.2K
1.47K $356M
USB
Us Bancorp \De\

Financial Services
187
+ 2.29%
$45.28 - $48.26 $8.47K - $9.02K
8.35K $445M
Vanguard Wellington Fd
590
+ 1.95%
N/A
30.8K $3.13B
VTV
Vanguard Value ETF

ETFs
190
+ 7.59%
$182.87 - $189.72 $34.7K - $36K
2.69K $514M
KLAC
Kla Corp

Technology
5
+ 1.73%
$982.75 - $1235.28 $4.91K - $6.18K
294 $357M
GD
General Dynamics Corp

Industrials
126
+ 17.6%
$330.59 - $353.77 $41.7K - $44.6K
842 $283M
UNP
Union Pacific Corp

Industrials
181
+ 19.7%
$216.37 - $237.41 $39.2K - $43K
1.1K $254M
NGG
National Grid PLC

Utilities
236
+ 5.85%
$72.53 - $78.09 $17.1K - $18.4K
4.27K $330M
BTI
British American Tobacco P.L.C.

Consumer Defensive
178
+ 2.37%
$50.39 - $55.82 $8.97K - $9.94K
7.68K $435M
SNY
Sanofi

Healthcare
557
+ 9.66%
$48.09 - $52.34 $26.8K - $29.2K
6.32K $306M
Activity Summary
Buys All Purchases 125 New Holdings 40 Increased Positions 85 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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