Genesis Private Wealth, LLC Incresed Positions in Q3 2025

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
641
+ 5.9%
$56.02 - $60.3 $35.9K - $38.7K
11.5K $689M
USB
Us Bancorp \De\

Financial Services
864
+ 11.84%
$43.94 - $50.41 $38K - $43.6K
8.16K $394M
BTI
British American Tobacco P.L.C.

Consumer Defensive
435
+ 6.16%
$46.69 - $59.27 $20.3K - $25.8K
7.5K $398M
PULS
Pgim ETF Tr

ETFs
1.14K
+ 2.47%
$49.58 - $49.83 $56.3K - $56.6K
47.1K $2.35B
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.19%
$282.78 - $316.06 $1.13K - $1.26K
2.16K $680M
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 18.83%
$40.84 - $45.06 $47.9K - $52.9K
7.4K $325M
VTV
Vanguard Value ETF

ETFs
159
+ 6.79%
$175.51 - $186.57 $27.9K - $29.7K
2.5K $467M
FE
Firstenergy Corp

Utilities
525
+ 10.48%
$39.76 - $45.82 $20.9K - $24.1K
5.54K $254M
MA
Mastercard Inc

Financial Services
68
+ 3.64%
$550.18 - $598.96 $37.4K - $40.7K
1.94K $1.1B
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.26K
+ 1.15%
$29.12 - $29.34 $36.7K - $36.9K
111K $3.24B
ETN
Eaton Corp PLC

Industrials
46
+ 3.91%
$342.99 - $392.76 $15.8K - $18.1K
1.22K $457M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
295
+ 22.5%
$196.15 - $217.83 $57.9K - $64.3K
1.61K $324M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
266
+ 5.71%
$49.43 - $54.52 $13.1K - $14.5K
4.92K $267M
SAN
Banco Santander, S.A.

Financial Services
518
+ 4.67%
$8.27 - $10.48 $4.28K - $5.43K
11.6K $122M
FTGC
First Trust Global Tactical CO

ETFs
624
+ 7.05%
$24.67 - $26.32 $15.4K - $16.4K
9.48K $246M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
236
+ 7.02%
$69.02 - $73.57 $16.3K - $17.4K
3.6K $265M
TTE
Total Energies Se

Energy
434
+ 6.64%
N/A
6.97K $416M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
136
+ 4.95%
$78.11 - $79.07 $10.6K - $10.8K
2.88K $227M
VGSH
Vanguard

ETFs
58
+ 1.69%
$58.43 - $58.88 $3.39K - $3.42K
3.5K $206M
BSY
Bentley Systems Inc

Technology
204
+ 5.42%
$51.48 - $58.72 $10.5K - $12K
3.97K $204M
PGR
Progressive Corp

Financial Services
87
+ 6.8%
$238.61 - $264.3 $20.8K - $23K
1.37K $337M
ABT
Abbott Laboratories

Healthcare
8
+ 0.31%
$120.51 - $136.62 $964 - $1.09K
2.63K $352M
LII
Lennox International Inc

Industrials
3
+ 0.62%
$516.18 - $664.54 $1.55K - $1.99K
489 $259M
GDDY
Go Daddy Inc.

Technology
177
+ 11.69%
$133.35 - $178.59 $23.6K - $31.6K
1.69K $231M
PM
Philip Morris International Inc.

Consumer Defensive
66
+ 1.68%
$157.77 - $183.27 $10.4K - $12.1K
3.99K $647M
Activity Summary
Buys All Purchases 98 New Holdings 22 Increased Positions 76 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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