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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 9 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MRK MERCK & CO INC Healthcare 1,932.0 $248K 0.07% -416.0 -17.7% $128.50 +15.4%
162 MCK MCKESSON CORP Healthcare 328.0 $248K 0.07% -32.0 -8.9% $755.60 +18.2%
163 NDAQ NASDAQ INC Financial Services 3,109.0 $245K 0.07% $78.82 +26.0%
164 VTI VANGUARD INDEX FDS 655.0 $242K 0.07% -14.0 -2.1% $370.04 +2.5%
165 MKL MARKEL GROUP INC Financial Services 124.0 $242K 0.07% +3.0 +2.5% $1953.01 -6.9%
166 AMCOR PLC 5,505.0 $239K 0.07% -171.0 -3.0% $43.35
167 SSD SIMPSON MFG INC Industrials 1,139.0 $238K 0.07% -271.0 -19.2% $209.35 -13.0%
168 SAIA SAIA INC Industrials 563.0 $237K 0.07% NEW $421.16 -16.4%
169 MDLZ MONDELEZ INTL INC Consumer Defensive 4,068.0 $235K 0.07% -209.0 -4.9% $57.85 +7.8%
170 WMB WILLIAMS COS INC Energy 3,158.0 $235K 0.07% NEW $74.34 -0.8%
171 VB VANGUARD INDEX FDS 773.0 $234K 0.07% NEW $303.23 -0.8%
172 POOL POOL CORP Industrials 1,083.0 $233K 0.07% -127.0 -10.5% $214.90 -12.5%
173 JIRE J P MORGAN EXCHANGE TRADED F 2,813.0 $232K 0.07% NEW $82.48 +3.0%
174 BK BANK OF NY MELLON CORP Financial Services 1,593.0 $230K 0.07% NEW $144.61 -1.9%
175 C CITIGROUP INC Financial Services 1,615.0 $226K 0.06% -402.0 -19.9% $139.96 -5.1%
176 ADI ANALOG DEVICES INC Technology 564.0 $224K 0.06% NEW $397.17 -8.9%
177 JKHY HENRY JACK & ASSOC INC Technology 1,575.0 $217K 0.06% -212.0 -11.9% $137.74 +23.2%
178 ARMK ARAMARK Industrials 3,810.0 $217K 0.06% NEW $56.90 +2.2%
179 BURL BURLINGTON STORES INC Consumer Cyclical 678.0 $215K 0.06% $316.80 -13.8%
180 SHOP SHOPIFY INC Technology 1,862.0 $213K 0.06% -185.0 -9.0% $114.18 +33.9%
Page 9 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%