GENESIS PRIVATE WEALTH, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    ashburn, VA
  • CIK
    0001965529
  • All SEC filings
Created with Highcharts 12.1.2Holdings ValueQ4 2024Q1 2025Q2 2025$ 0$ 50M$ 100M$ 150M$ 200M$ 250MHighcharts.com
Created with Highcharts 12.1.2Q2 2025 SummaryHighcharts.com
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

155

$212.24M
IWF, FBND, IWD, GQ9
13F-HR
Jul 17, 2025
000172554725003451

144

$188.54M
FBND, IWF, IWD, PTRB
13F-HR
Apr 23, 2025
000172554725001448

136

$181.44M
IWF, FBND, IWD, PTRB
13F-HR
Jan 17, 2025
000172554725000136
Genesis Private Wealth, Llc 13F Filings