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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 5 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 2,224.0 $560K 0.16% +290.0 +15.0% $251.60 +1.5%
82 SDY SPDR SERIES TRUST 3,540.0 $539K 0.15% -128.0 -3.5% $152.20 +3.5%
83 MU MICRON TECHNOLOGY INC Technology 464.0 $536K 0.15% NEW $1154.46 -19.2%
84 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,406.0 $519K 0.15% -574.0 -6.4% $61.76 -9.1%
85 RTX RTX CORPORATION Industrials 2,642.0 $501K 0.14% -48.0 -1.8% $189.77 +11.6%
86 GEV GE VERNOVA INC Utilities 423.0 $497K 0.14% $1174.86 -22.4%
87 XOM EXXON MOBIL CORP Energy 3,603.0 $493K 0.14% -509.0 -12.4% $136.72 +14.6%
88 TOTALENERGIES SE 6,333.0 $492K 0.14% -1K -14.5% $77.76
89 USB US BANCORP Financial Services 8,066.0 $487K 0.14% -108.0 -1.3% $60.40 +3.4%
90 GE GE AEROSPACE Industrials 1,275.0 $477K 0.13% -789.0 -38.2% $373.79 -8.3%
91 IWM ISHARES TR 1,552.0 $466K 0.13% $300.45 -1.6%
92 CAT CATERPILLAR INC Industrials 437.0 $465K 0.13% +28.0 +6.8% $1064.90 -24.9%
93 WFC WELLS FARGO & CO Financial Services 5,569.0 $460K 0.13% $82.64 +4.9%
94 DUK DUKE ENERGY CORP NEW Utilities 3,516.0 $445K 0.12% -59.0 -1.6% $126.58 -5.0%
95 VWO VANGUARD INTL EQUITY INDEX F 7,439.0 $444K 0.12% -9K -54.3% $59.69 +1.8%
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 873.0 $438K 0.12% -29.0 -3.2% $501.37 +24.1%
97 PNC PNC FINL SVCS GROUP INC Financial Services 1,755.0 $432K 0.12% -379.0 -17.8% $246.28 -1.6%
98 GILD GILEAD SCIENCES INC Healthcare 3,364.0 $425K 0.12% -149.0 -4.2% $126.36 +15.3%
99 CI THE CIGNA GROUP Healthcare 1,531.0 $422K 0.12% -110.0 -6.7% $275.68 +1.2%
100 APH AMPHENOL CORP Technology 2,349.0 $414K 0.12% -365.0 -13.4% $176.32 -10.5%
Page 5 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%