Genesis Private Wealth, LLC Incresed Positions in Q4 2025

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
16.5K
+ 1388.07%
$286.27 - $296.23 $4.73M - $4.89M
17.7K $5.14B
CGDV
Capital Group Divid Value ETF

ETFs
47.6K
+ 192.02%
$41.33 - $43.47 $1.97M - $2.07M
72.4K $3.16B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.53K
+ 9.02%
$199.44 - $208.01 $1.1M - $1.15M
66.8K $14B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.28K
+ 7.11%
$459.47 - $491.71 $1.05M - $1.12M
34.3K $16.2B
GLD
Spdr Gold Trust

ETFs
49
+ 0.17%
$354.79 - $403.15 $17.4K - $19.8K
28.4K $11.3B
IWM
Ishares Russell 2000 ETF

ETFs
4.7K
+ 221.93%
$236.79 - $250.33 $1.11M - $1.18M
6.81K $1.68B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
26.1K
+ 9.02%
$46.2 - $46.85 $1.21M - $1.22M
315K $14.5B
VEA
Vanguard Ftse Developed Market

ETFs
16.7K
+ 145.56%
$59.18 - $62.09 $991K - $1.04M
28.3K $1.77B
Fidelity Covington Trust
26.5K
+ 413.01%
N/A
32.9K $1.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.6K
+ 11.29%
$23.02 - $24.23 $682K - $718K
292K $7.02B
JMBS
Janus Detroit Str Tr Henderson

ETFs
19.6K
+ 13.34%
$45.54 - $46.2 $893K - $906K
167K $7.61B
CGGR
Capital Group Growth ETF Shs C

ETFs
16.1K
+ 7.6%
$43.04 - $45.68 $691K - $733K
227K $10.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.9K
+ 302.72%
$52.54 - $55.77 $783K - $831K
19.8K $1.07B
GOOGL
Alphabet Inc.

Communication Services
1.43K
+ 29.3%
$236.57 - $291.31 $338K - $416K
6.3K $1.97B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.2K
+ 13.39%
$77.73 - $78.84 $794K - $806K
86.6K $6.74B
RDVY
First Trust Rising Dividend Ac

ETFs
7.44K
+ 7.11%
$65.02 - $68.31 $484K - $508K
112K $7.79B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
18.2K
+ 8.9%
$42.07 - $42.69 $766K - $777K
223K $9.36B
SPY
Spdr S&P 500 ETF Trust

ETFs
757
+ 176.46%
$653.02 - $687.39 $494K - $520K
1.19K $809M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.64K
+ 7.91%
$49.78 - $50.16 $480K - $484K
132K $6.58B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.23K
+ 8.71%
$52.21 - $52.72 $482K - $487K
115K $6.04B
FDL
First Tr Morningstar Dividend

ETFs
6.78K
+ 6.14%
$42.27 - $43.9 $287K - $298K
117K $5.19B
Vanguard Mun Bd Fds
3.88K
+ 44.14%
N/A
12.7K $1.28B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.35K
+ 4.82%
$72.17 - $75.74 $242K - $254K
73K $5.51B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.45K
+ 12.58%
$36.47 - $38.19 $344K - $361K
84.5K $3.24B
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
+ 3.65%
N/A
32.1K $7.05B
LLY
Eli Lilly & CO

Healthcare
245
+ 80.59%
$799.57 - $1025.28 $196K - $251K
549 $590M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.4K
+ 5.52%
$185.12 - $192.11 $259K - $269K
26.7K $5.12B
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
GILD
Gilead Sciences, Inc.

Healthcare
2.17K
+ 117.7%
$110.56 - $125.2 $240K - $271K
4.01K $492M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.1K
+ 3.61%
$169.53 - $176.53 $186K - $193K
31.4K $5.57B
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
GOOG
Alphabet Inc.

Communication Services
164
+ 6.48%
$237.49 - $291.74 $38.9K - $47.8K
2.69K $845M
AAPL
Apple Inc.

Technology
415
+ 7.05%
$245.27 - $275.25 $102K - $114K
6.3K $1.71B
PULS
Pgim ETF Tr

ETFs
4.51K
+ 9.58%
$49.64 - $49.83 $224K - $225K
51.6K $2.56B
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
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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