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Portfolio (Quarterly) Guide ↗

GENESIS PRIVATE WEALTH, LLC

· CIK 0001965529
13F Portfolio $318M AUM 182 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 72 Added 69 Reduced 18 Exited
Page 7 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SO SOUTHERN CO Utilities 3,217.0 $311K 0.10% -40.0 -1.2% $96.52 -2.5%
122 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,212.0 $310K 0.10% NEW $96.47 +2.4%
123 PAYX PAYCHEX INC Industrials 3,361.0 $310K 0.10% NEW $92.12 +2.9%
124 BA BOEING CO Industrials 1,535.0 $306K 0.10% +55.0 +3.7% $199.03 +10.0%
125 BAC BANK AMERICA CORP Financial Services 6,125.0 $299K 0.09% -128.0 -2.0% $48.75 +7.1%
126 VZ VERIZON COMMUNICATIONS INC Communication Services 5,897.0 $296K 0.09% NEW $50.20 -3.4%
127 CAT CATERPILLAR INC Industrials 409.0 $290K 0.09% -136.0 -24.9% $708.46 +28.3%
128 CB CHUBB LTD SWITZ Financial Services 886.0 $289K 0.09% -23.0 -2.5% $325.96 -0.2%
129 AMT AMERICAN TOWER CORP Real Estate 1,673.0 $289K 0.09% NEW $172.58 +7.2%
130 TFC TRUIST FINL CORP Financial Services 6,226.0 $286K 0.09% -1K -16.1% $45.97 +5.9%
131 CME CME GROUP INC Financial Services 969.0 $286K 0.09% NEW $295.35 -4.3%
132 SPOT SPOTIFY TECHNOLOGY S A Communication Services 590.0 $286K 0.09% +66.0 +12.6% $484.91 +9.2%
133 MRK MERCK & CO INC Healthcare 2,348.0 $282K 0.09% +357.0 +17.9% $120.29 -0.4%
134 JKHY HENRY JACK & ASSOC INC Technology 1,787.0 $282K 0.09% +64.0 +3.7% $158.04 -13.1%
135 ANET ARISTA NETWORKS INC Technology 2,271.0 $279K 0.09% +605.0 +36.3% $122.78 +28.7%
136 UNP UNION PAC CORP Industrials 1,149.0 $279K 0.09% +49.0 +4.5% $242.66 +11.8%
137 HELO J P MORGAN EXCHANGE TRADED F 4,342.0 $277K 0.09% +122.0 +2.9% $63.91 +6.2%
138 COF CAPITAL ONE FINL CORP Financial Services 1,518.0 $277K 0.09% +48.0 +3.3% $182.43 +2.2%
139 BSV VANGUARD BD INDEX FDS 3,519.0 $276K 0.09% +315.0 +9.8% $78.40 -0.5%
140 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,968.0 $274K 0.09% -90.0 -2.9% $92.31 -2.6%
Page 7 of 10  ·  182 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 36.3%
Technology 22.1%
Healthcare 9.1%
Industrials 7.5%
Communication Services 7.4%
Energy 4.1%
Utilities 4.1%
Consumer Defensive 3.8%
Consumer Cyclical 3.7%
Real Estate 1.4%