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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  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAYX PAYCHEX INC Industrials 3,272.0 $322K 0.09% -89.0 -2.6% $98.33 +29.2%
42 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,904.0 $319K 0.09% -308.0 -9.6% $109.77 -0.2%
43 ENB ENBRIDGE INC Energy 5,863.0 $318K 0.09% -195.0 -3.2% $54.21 -7.4%
44 PGR PROGRESSIVE CORP Financial Services 1,413.0 $309K 0.09% -290.0 -17.0% $218.45 +0.1%
45 SO SOUTHERN CO Utilities 3,198.0 $306K 0.09% -19.0 -0.6% $95.71 -7.8%
46 TXN TEXAS INSTRS INC Technology 996.0 $297K 0.08% -198.0 -16.6% $298.07 -13.2%
47 ETN EATON CORP PLC Industrials 657.0 $280K 0.08% -15.0 -2.2% $426.12 -5.5%
48 AMT AMERICAN TOWER CORP Real Estate 1,660.0 $272K 0.08% -13.0 -0.8% $163.57 +7.7%
49 HWM HOWMET AEROSPACE INC Industrials 994.0 $267K 0.07% -22.0 -2.2% $268.86 -1.5%
50 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,896.0 $267K 0.07% -72.0 -2.4% $92.09 -3.9%
51 COP CONOCOPHILLIPS Energy 2,538.0 $264K 0.07% -194.0 -7.1% $103.96 +25.4%
52 TRP TC ENERGY CORP Energy 3,840.0 $255K 0.07% -89.0 -2.3% $66.29 -6.7%
53 SPOT SPOTIFY TECHNOLOGY S A Communication Services 552.0 $253K 0.07% -38.0 -6.4% $459.13 +19.2%
54 MRK MERCK & CO INC Healthcare 1,932.0 $248K 0.07% -416.0 -17.7% $128.50 +15.4%
55 MCK MCKESSON CORP Healthcare 328.0 $248K 0.07% -32.0 -8.9% $755.60 +18.2%
56 VTI VANGUARD INDEX FDS 655.0 $242K 0.07% -14.0 -2.1% $370.04 +2.5%
57 AMCOR PLC 5,505.0 $239K 0.07% -171.0 -3.0% $43.35
58 SSD SIMPSON MFG INC Industrials 1,139.0 $238K 0.07% -271.0 -19.2% $209.35 -13.0%
59 MDLZ MONDELEZ INTL INC Consumer Defensive 4,068.0 $235K 0.07% -209.0 -4.9% $57.85 +7.8%
60 POOL POOL CORP Industrials 1,083.0 $233K 0.07% -127.0 -10.5% $214.90 -12.5%
Page 3 of 4  ·  66 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%