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Portfolio (Quarterly) Guide ↗

GENESIS PRIVATE WEALTH, LLC

· CIK 0001965529
13F Portfolio $322M AUM 180 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 180 New
Page 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP NEW Technology 4,257.0 $575K 0.18% NEW $135.14 +6.1%
82 PLD PROLOGIS INC. Real Estate 4,468.0 $570K 0.18% NEW $127.66 +15.6%
83 EFA ISHARES TR 5,897.0 $566K 0.18% NEW $96.03 +9.3%
84 TMO THERMO FISHER SCIENTIFIC INC Healthcare 923.0 $535K 0.17% NEW $579.46 -22.7%
85 JNJ JOHNSON & JOHNSON Healthcare 2,583.0 $535K 0.17% NEW $206.95 +11.7%
86 SDY SPDR SERIES TRUST 3,732.0 $519K 0.16% NEW $139.18 +8.0%
87 VTV VANGUARD INDEX FDS 2,692.0 $514K 0.16% NEW $190.99 +11.0%
88 WFC WELLS FARGO CO NEW Financial Services 5,502.0 $513K 0.16% NEW $93.20 -16.8%
89 GILD GILEAD SCIENCES INC Healthcare 4,010.0 $492K 0.15% NEW $122.75 +10.4%
90 CGMU CAPITAL GRP FIXED INCM ETF T 17,286.0 $473K 0.15% NEW $27.38 -0.3%
91 ASML ASML HOLDING N V Technology 437.0 $468K 0.14% NEW $1069.88 +51.1%
92 TOTALENERGIES SE 6,929.0 $453K 0.14% NEW $65.42
93 ABBV ABBVIE INC Healthcare 1,975.0 $451K 0.14% NEW $228.45 -6.5%
94 USB US BANCORP DEL Financial Services 8,348.0 $445K 0.14% NEW $53.36 +3.2%
95 AMGN AMGEN INC Healthcare 1,349.0 $442K 0.14% NEW $327.32 +3.0%
96 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,680.0 $435K 0.14% NEW $56.62 +14.6%
97 DUK DUKE ENERGY CORP NEW Utilities 3,677.0 $431K 0.13% NEW $117.21 +7.2%
98 RTX RTX CORPORATION Industrials 2,347.0 $431K 0.13% NEW $183.44 -3.2%
99 V VISA INC Financial Services 1,185.0 $416K 0.13% NEW $350.73 -6.9%
100 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 672.0 $405K 0.13% NEW $603.28 +12.7%
Page 5 of 9  ·  180 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 37.2%
Technology 24.4%
Healthcare 9.2%
Communication Services 7.5%
Industrials 5.8%
Consumer Cyclical 5.4%
Utilities 3.8%
Energy 3.1%
Consumer Defensive 2.6%
Real Estate 1.0%