GENESIS PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Ashburn, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 355,757
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 192 | 355,757 | 13F-HR | GENESIS PRIVATE WEALTH, LLC |
| Q1 2026 | 4/16/2026 | 182 | 317,693 | 13F-HR | GENESIS PRIVATE WEALTH, LLC |
| Q4 2025 | 1/8/2026 | 180 | 322,251 | 13F-HR | GENESIS PRIVATE WEALTH, LLC |
| Q3 2025 | 10/8/2025 | 158 | 237,965 | 13F-HR | GENESIS PRIVATE WEALTH, LLC |
| Q2 2025 | 7/17/2025 | 155 | 212,242 | 13F-HR | GENESIS PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.98 K | 23.6% | 7.316 K | 0 | 7.316 K |
| ETFs | 271.5 K | 76.3% | 30.74 K | 0 | 30.74 K |
| Debt | 283 | 0.1% | 7 | 0 | 7 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
355,757
Holdings
192
QoQ value change ($000)
38,064
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.