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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 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UNH UNITEDHEALTH GROUP INC Healthcare 506.0 $210K 0.06% NEW $415.74 -5.5%
182 TDY TELEDYNE TECHNOLOGIES INC Technology 315.0 $210K 0.06% NEW $666.90 -6.7%
183 TRMB TRIMBLE INC Technology 4,095.0 $210K 0.06% +301.0 +7.9% $51.18 +19.2%
184 CDNS CADENCE DESIGN SYSTEM INC Technology 558.0 $209K 0.06% NEW $375.32 -9.3%
185 VYM VANGUARD WHITEHALL FDS 1,316.0 $208K 0.06% NEW $158.03 +3.9%
186 FLRN SPDR SERIES TRUST 6,718.0 $207K 0.06% $30.85 -0.0%
187 MAR MARRIOTT INTL INC NEW Consumer Cyclical 559.0 $207K 0.06% NEW $370.59 -5.3%
188 FENI FIDELITY COVINGTON TRUST 5,153.0 $207K 0.06% NEW $40.13 +3.2%
189 CACI CACI INTL INC Technology 446.0 $207K 0.06% +59.0 +15.2% $463.26 +35.6%
190 MRSH MARSH & MCLENNAN COS INC Financial Services 1,232.0 $205K 0.06% -985.0 -44.4% $166.68 +15.6%
191 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,358.0 $205K 0.06% -693.0 -22.7% $87.04 +10.1%
192 SAN BANCO SANTANDER SA Financial Services 11,682.0 $161K 0.04% -102.0 -0.9% $13.80 +6.3%
Page 10 of 10  ·  192 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%