Number of Shares
422
Previous 633 33.33%
Holding current value
$276 Million
Previous $389 Million 29.14%
% of portfolio
0.09%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
N/A
-211 Reduced 33.33%
422 $276 Million
Q3 2025

Oct 08, 2025

SELL
N/A
-141 Reduced 18.22%
633 $389 Million
Q2 2025

Jul 17, 2025

SELL
N/A
-22 Reduced 2.76%
774 $410 Million
Q1 2025

Apr 23, 2025

BUY
N/A
796 New
796 $243 Million
Track This Portfolio

Track Genesis Private Wealth, LLC Portfolio

Follow Genesis Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesis Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Private Wealth, LLC with notifications on news.