Genesis Private Wealth, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $12.7B, Fidelity Merrimack Str Tr Tota with a value of $11.8B, Ishares Russell 1000 Val ETF with a value of $11.3B, Pgim ETF Tr Total Return Bd Et with a value of $7.78B, and Capital Group Growth ETF Shs C with a value of $7.19B.
Examining the 13F form we can see an increase of $181B in the current position value.
Genesis Private Wealth, LLC is based out at Ashburn, VA
Below you can find more details about Genesis Private Wealth, LLC portfolio as well as his latest detailed transactions.
