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Portfolio (Quarterly) Guide ↗

GENESIS PRIVATE WEALTH, LLC

· CIK 0001965529
13F Portfolio $356M AUM 192 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 80 Added 66 Reduced 10 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FSMB FIRST TR EXCH TRADED FD III 79,646.0 $1.6M 0.45% +7K +9.6% $19.99 -0.6%
42 HDV ISHARES TR 39,685.0 $1.1M 0.31% +32K +401.7% $27.41 +7.4%
43 GOOG ALPHABET INC 2,989.0 $1.1M 0.30% +162.0 +5.7% $353.36
44 KLAC KLA CORP Technology 3,420.0 $1.0M 0.29% +3K +1112.8% $301.71 -41.8%
45 CGMU CAPITAL GRP FIXED INCM ETF T 30,479.0 $837K 0.23% +10K +52.0% $27.47 -1.6%
46 VUG VANGUARD INDEX FDS 9,550.0 $823K 0.23% +8K +511.4% $86.14 +2.8%
47 VTWO VANGUARD SCOTTSDALE FDS 6,745.0 $819K 0.23% +501.0 +8.0% $121.42 -1.5%
48 LLY ELI LILLY & CO Healthcare 585.0 $702K 0.20% +15.0 +2.6% $1199.44 -2.2%
49 VTV VANGUARD INDEX FDS 2,844.0 $620K 0.17% +88.0 +3.2% $217.93 +3.4%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 3,237.0 $586K 0.17% +357.0 +12.4% $180.92 +6.1%
51 PLD PROLOGIS INC. Real Estate 4,279.0 $580K 0.16% +148.0 +3.6% $135.47 +3.9%
52 ABBV ABBVIE INC Healthcare 2,224.0 $560K 0.16% +290.0 +15.0% $251.60 +1.5%
53 CAT CATERPILLAR INC Industrials 437.0 $465K 0.13% +28.0 +6.8% $1064.90 -24.9%
54 MDT MEDTRONIC PLC Healthcare 5,067.0 $396K 0.11% +677.0 +15.4% $78.23 +16.6%
55 ANET ARISTA NETWORKS INC Technology 2,331.0 $396K 0.11% +60.0 +2.6% $169.88 +15.0%
56 LIN LINDE PLC Basic Materials 763.0 $396K 0.11% +356.0 +87.5% $518.98 -5.7%
57 AMGN AMGEN INC Healthcare 1,042.0 $377K 0.11% +15.0 +1.5% $362.13 +19.4%
58 IAU ISHARES GOLD TR Financial Services 4,868.0 $368K 0.10% +435.0 +9.8% $75.51 +11.0%
59 BAC BANK OF AMER CORP Financial Services 6,332.0 $361K 0.10% +207.0 +3.4% $56.98 +9.4%
60 JMUB J P MORGAN EXCHANGE TRADED F 6,985.0 $354K 0.10% +227.0 +3.4% $50.65 -2.1%
Page 3 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.7%
Technology 26.6%
Healthcare 9.5%
Industrials 8.0%
Communication Services 6.2%
Consumer Cyclical 4.3%
Consumer Defensive 3.8%
Utilities 3.8%
Energy 3.1%
Real Estate 1.4%