Genesis Financial Group, LLC Portfolio Holdings
Genesis Financial Group, LLC
- $172 Billion
- Q4 2025
Genesis Financial Group, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $11.8B, Meta Platforms, Inc. with a value of $11B, Palantir Technologies Inc. with a value of $10.8B, Amazon Com Inc with a value of $8.11B, and Vanguard Ftse Emerging Mkts Et with a value of $6.29B.
Examining the 13F form we can see an increase of $172B in the current position value.
Genesis Financial Group, LLC is based out at Paramus, NJ
Below you can find more details about Genesis Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 103
- Current Value $172 Billion
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 101 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks