Genesis Private Wealth, LLC TRUST FOR PROFESSIONAL MANAG Transaction History

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 2025
Number of Shares
40,412
Previous 7,778 419.57%
Holding current value
$1.1 Billion
Previous $203 Million 445.31%
% of portfolio
0.34%
Previous 0.09%

Shares

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

Jan 08, 2026
BUY
N/A
32,634 Added 419.57%
40,412 $1.1 Billion
Q3 2025

Oct 08, 2025
BUY
N/A
7,778 New
7,778 $203 Million
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