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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 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 454.0 $319K 0.09% NEW $703.34 -1.8%
122 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,904.0 $319K 0.09% -308.0 -9.6% $109.77 -0.2%
123 ENB ENBRIDGE INC Energy 5,863.0 $318K 0.09% -195.0 -3.2% $54.21 -7.4%
124 FTGC FIRST TR EXCHANGE TRAD FD VI 11,664.0 $315K 0.09% +187.0 +1.6% $27.05 +13.4%
125 GLDM WORLD GOLD TR Financial Services 3,969.0 $315K 0.09% +508.0 +14.7% $79.42 +11.1%
126 UNP UNION PAC CORP Industrials 1,155.0 $314K 0.09% +6.0 +0.5% $272.04 +13.0%
127 PGR PROGRESSIVE CORP Financial Services 1,413.0 $309K 0.09% -290.0 -17.0% $218.45 +0.1%
128 AON AON PLC Financial Services 928.0 $308K 0.09% +119.0 +14.7% $331.69 +7.1%
129 COF CAPITAL ONE FINL CORP Financial Services 1,532.0 $307K 0.09% +14.0 +0.9% $200.62 +7.5%
130 SO SOUTHERN CO Utilities 3,198.0 $306K 0.09% -19.0 -0.6% $95.71 -7.8%
131 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 315.0 $304K 0.09% NEW $965.00 -14.0%
132 CB CHUBB LIMITED Financial Services 889.0 $303K 0.09% $340.75 -0.2%
133 CVS CVS HEALTH CORP Healthcare 2,905.0 $301K 0.08% NEW $103.47 -10.1%
134 TXN TEXAS INSTRS INC Technology 996.0 $297K 0.08% -198.0 -16.6% $298.07 -13.2%
135 HELO J P MORGAN EXCHANGE TRADED F 4,354.0 $294K 0.08% $67.58 +3.1%
136 AZN ASTRAZENECA PLC Healthcare 1,524.0 $289K 0.08% +212.0 +16.2% $189.62 -14.2%
137 AXP AMERICAN EXPRESS CO Financial Services 849.0 $287K 0.08% $338.25 -1.5%
138 PFE PFIZER INC Healthcare 11,761.0 $283K 0.08% +86.0 +0.7% $24.08 +16.1%
139 BSV VANGUARD BD INDEX FDS 3,631.0 $283K 0.08% +112.0 +3.2% $77.90 -0.5%
140 ETN EATON CORP PLC Industrials 657.0 $280K 0.08% -15.0 -2.2% $426.12 -5.5%
Page 7 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%