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GENESIS PRIVATE WEALTH, LLC 13F portfolio summary

GENESIS PRIVATE WEALTH, LLC of GENESIS PRIVATE WEALTH, LLC has 180 current stock holdings with a reported portfolio value of $317.7M. The portfolio 1 year return is +12.78%. Top holdings include CLSE (0.00%), JHPI (0.00%), BSV (0.00%), IVV (4.81%), FBND (4.55%).

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GENESIS PRIVATE WEALTH, LLC

GENESIS PRIVATE WEALTH, LLC
Latest filing: 2026-03-31

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.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.78%
#0/1000
3 Year
+12.34%
#0/1000
5 Year
+12.34%
#0/1000

Portfolio Value

$317.69M

Alpha Score

11.1

#0 of 1000

Holdings

180

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change