BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Genesee Capital Advisors, LLC

· CIK 0001652348
13F Portfolio $317M AUM 172 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 39 Added 56 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CSX CSX CORP Industrials 24,511 $1.0M 0.42% SOLD
2 ABT ABBOTT LABORATORIES Healthcare 9,283 $953K 0.40% SOLD
3 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,707 $670K 0.28% SOLD
4 ARES ARES MANAGEMENT CORPORATION Financial Services 4,836 $528K 0.22% SOLD
5 IEZ ISHARES TR 16,307 $472K 0.20% SOLD
6 IYZ ISHARES TR 8,371 $329K 0.14% SOLD
7 IYW ISHARES TR 1,669 $303K 0.13% SOLD
8 MRSH MARSH & MCLENNAN COS INC Financial Services 1,232 $214K 0.09% SOLD
9 ONDS ONDAS INC Technology 10,515 $95K 0.04% SOLD
Sector Allocation
Financial Services 35.9%
Technology 31.2%
Industrials 8.2%
Consumer Cyclical 6.4%
Communication Services 5.5%
Healthcare 5.3%
Energy 3.2%
Real Estate 1.9%
Basic Materials 0.9%
Consumer Defensive 0.9%