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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 8 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GS GOLDMAN SACHS GROUP INC Financial Services 273.0 $276K 0.08% $1011.37 +2.2%
142 CSCO CISCO SYS INC Technology 2,341.0 $275K 0.08% NEW $117.46 -6.4%
143 NDSN NORDSON CORP Industrials 911.0 $275K 0.08% $301.69 +7.6%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,225.0 $274K 0.08% NEW $223.95 +28.4%
145 JHPI JOHN HANCOCK EXCHANGE TRADED 12,000.0 $272K 0.08% $22.70 -1.1%
146 MS MORGAN STANLEY Financial Services 1,302.0 $272K 0.08% +74.0 +6.0% $209.05 +2.7%
147 AMT AMERICAN TOWER CORP Real Estate 1,660.0 $272K 0.08% -13.0 -0.8% $163.57 +7.7%
148 ABT ABBOTT LABORATORIES Healthcare 2,987.0 $271K 0.08% +360.0 +13.7% $90.74 +23.9%
149 D DOMINION ENERGY INC Utilities 3,922.0 $268K 0.07% +244.0 +6.6% $68.29 -4.1%
150 HWM HOWMET AEROSPACE INC Industrials 994.0 $267K 0.07% -22.0 -2.2% $268.86 -1.5%
151 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,896.0 $267K 0.07% -72.0 -2.4% $92.09 -3.9%
152 COP CONOCOPHILLIPS Energy 2,538.0 $264K 0.07% -194.0 -7.1% $103.96 +25.4%
153 LII LENNOX INTL INC Industrials 455.0 $261K 0.07% $572.95 -31.3%
154 ISHARES TR 5,253.0 $260K 0.07% $49.55
155 WEC WEC ENERGY GROUP INC Utilities 2,192.0 $256K 0.07% +321.0 +17.2% $116.77 -9.0%
156 TRP TC ENERGY CORP Energy 3,840.0 $255K 0.07% -89.0 -2.3% $66.29 -6.7%
157 SPOT SPOTIFY TECHNOLOGY S A Communication Services 552.0 $253K 0.07% -38.0 -6.4% $459.13 +19.2%
158 NGG NATIONAL GRID PLC Utilities 3,045.0 $252K 0.07% +147.0 +5.1% $82.87 -4.2%
159 UNILEVER PLC 4,189.0 $252K 0.07% +86.0 +2.1% $60.12
160 CSL CARLISLE COS INC Industrials 693.0 $251K 0.07% $362.75 -1.7%
Page 8 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%