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GENESIS PRIVATE WEALTH, LLC
GENESIS PRIVATE WEALTH, LLC
Latest filing: 2026-06-30
GENESIS PRIVATE WEALTH, LLC runs GENESIS PRIVATE WEALTH, LLC and currently holds 192 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $355.76M. Their top holdings are IVV, IWF, IWD, FBND, CGGR. The top five represent 21.3% of reported portfolio weight. GENESIS PRIVATE WEALTH, LLC ranks #974 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GENESIS PRIVATE WEALTH, LLC initiated 1 new position. They added to 53 existing positions. They trimmed 42 positions. Their current best-performing preview position is TXN with returns of +53.53%.
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192 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 5.12% | $688.09 | $769.30 | +11.80% | Added +5.18% |
 IWF ISHARES TR | 4.46% | $192.96 | $122.38 | -36.58% | Added +311.39% |
 IWD ISHARES TR | 4.30% | $188.88 | $257.31 | +36.23% | Added +2.54% |
 FBND FIDELITY MERRIMACK STR TR | 4.21% | $45.07 | $44.89 | -0.41% | Added +4.93% |
 CGGR CAPITAL GROUP GROWTH ETF | 3.23% | $38.31 | $46.99 | +22.66% | Added +6.75% |
 GLD SPDR GOLD TR | 2.96% | $247.53 | $423.45 | +71.07% | Added +2.01% |
 PTRB PGIM ETF TR | 2.70% | $41.12 | $40.89 | -0.57% | Added +4.14% |
 RDVY FIRST TR EXCHANGE TRADED FD | 2.69% | $61.16 | $81.95 | +33.99% | Added +5.25% |
 VTEB VANGUARD MUN BD FDS | 2.41% | $50.06 | $49.50 | -1.12% | Added +7.99% |
 SCHF SCHWAB STRATEGIC TR | 2.40% | $19.98 | $28.46 | +42.42% | Added +5.21% |
Showing 1-10 of 192