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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 4 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK SELECT SECTOR SPDR TR 5,484.0 $1.0M 0.29% -61.0 -1.1% $190.52 -2.5%
62 KLAC KLA CORP Technology 3,420.0 $1.0M 0.29% +3K +1112.8% $301.71 -41.8%
63 ASML ASML HLDG NV Technology 500.0 $995K 0.28% -23.0 -4.4% $1989.47 -14.7%
64 VMBS VANGUARD SCOTTSDALE FDS 20,827.0 $975K 0.27% $46.81 -1.3%
65 BND VANGUARD BD INDEX FDS 12,842.0 $943K 0.27% -66.0 -0.5% $73.41 -1.5%
66 META META PLATFORMS INC Communication Services 1,575.0 $887K 0.25% -434.0 -21.6% $563.31 +2.6%
67 MA MASTERCARD INCORPORATED Financial Services 1,634.0 $839K 0.24% -146.0 -8.2% $513.62 +15.9%
68 CGMU CAPITAL GRP FIXED INCM ETF T 30,479.0 $837K 0.23% +10K +52.0% $27.47 -1.6%
69 VUG VANGUARD INDEX FDS 9,550.0 $823K 0.23% +8K +511.4% $86.14 +2.8%
70 VTWO VANGUARD SCOTTSDALE FDS 6,745.0 $819K 0.23% +501.0 +8.0% $121.42 -1.5%
71 JPM JPMORGAN CHASE & CO Financial Services 2,443.0 $800K 0.23% -84.0 -3.3% $327.39 +9.2%
72 USMV ISHARES TR 7,973.0 $769K 0.22% $96.46 +5.5%
73 VBK VANGUARD INDEX FDS 1,934.0 $707K 0.20% $365.62 -3.8%
74 LLY ELI LILLY & CO Healthcare 585.0 $702K 0.20% +15.0 +2.6% $1199.44 -2.2%
75 SPY STATE STR SPDR S&P 500 ETF T Financial Services 877.0 $655K 0.18% NEW $746.77 +3.0%
76 EVSM MORGAN STANLEY ETF TRUST 12,852.0 $647K 0.18% -471.0 -3.5% $50.31 -0.3%
77 VTV VANGUARD INDEX FDS 2,844.0 $620K 0.17% +88.0 +3.2% $217.93 +3.4%
78 JMST J P MORGAN EXCHANGE TRADED F 12,052.0 $615K 0.17% $51.00 -0.1%
79 PM PHILIP MORRIS INTL INC Consumer Defensive 3,237.0 $586K 0.17% +357.0 +12.4% $180.92 +6.1%
80 PLD PROLOGIS INC. Real Estate 4,279.0 $580K 0.16% +148.0 +3.6% $135.47 +3.9%
Page 4 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%