GENESIS PRIVATE WEALTH, LLC
GENESIS PRIVATE WEALTH, LLC runs GENESIS PRIVATE WEALTH, LLC and currently holds 180 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $317.69M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GENESIS PRIVATE WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GENESIS PRIVATE WEALTH, LLC's portfolio at GENESIS PRIVATE WEALTH, LLC has delivered returns of +12.78%. Their 3-year annualized return is +12.34%. Looking at the 5-year horizon, GENESIS PRIVATE WEALTH, LLC has achieved +12.34% annualized returns at GENESIS PRIVATE WEALTH, LLC.
Portfolio Value
$317.69M
Alpha Score
11.1
#0 of 1000
Holdings
180
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|