Genesis Private Wealth, LLC Purchases in Q3 2025

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
312
+ 14.39%
$224.68 - $282.71 $70.1K - $88.2K
2.48K $693M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.68K
+ 2.25%
$76.16 - $78.59 $128K - $132K
76.3K $5.96B
GOOG
Alphabet Inc.

Communication Services
62
+ 2.51%
$175.16 - $255.24 $10.9K - $15.8K
2.53K $616M
AMCR
Amcor PLC

Consumer Cyclical
18.2K
New
$7.97 - $9.94 $145K - $181K
18.2K $149M
VHT
Vanguard Health Care ETF

ETFs
61
+ 0.57%
$239.12 - $259.95 $14.6K - $15.9K
10.7K $2.78B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
6.21K
+ 10.44%
$19.85 - $20.2 $123K - $125K
65.7K $1.32B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.02K
+ 3.37%
$58.97 - $60.36 $119K - $122K
62K $3.72B
PLD
Prologis, Inc.

Real Estate
872
+ 27.65%
$104.08 - $115.35 $90.8K - $101K
4.03K $461M
ADSK
Autodesk, Inc.

Technology
363
+ 45.15%
N/A
1.17K $371M
JNJ
Johnson & Johnson

Healthcare
195
+ 7.86%
$155.17 - $185.42 $30.3K - $36.2K
2.68K $496M
TRMB
Trimble Inc.

Technology
999
+ 26.3%
$76.46 - $85.24 $76.4K - $85.2K
4.8K $392M
CVX
Chevron Corp

Energy
491
+ 25.01%
$145.57 - $161.83 $71.5K - $79.5K
2.45K $381M
CDNS
Cadence Design Systems Inc

Technology
200
+ 30.12%
$309.46 - $373.37 $61.9K - $74.7K
864 $303M
VUG
Vanguard Growth ETF

ETFs
87
+ 6.74%
$433.97 - $484.08 $37.8K - $42.1K
1.38K $661M
KLAC
Kla Corp

Technology
38
+ 15.14%
$843.9 - $1078.6 $32.1K - $41K
289 $312M
WFC
Wells Fargo & Company

Financial Services
800
+ 16.97%
$77.05 - $85.16 $61.6K - $68.1K
5.52K $462M
BNDX
Vanguard Total International B

ETFs
1.63K
+ 3.62%
$49.0 - $49.51 $80K - $80.8K
46.8K $2.31B
Vanguard Mun Bd Fds
616
+ 7.55%
N/A
8.78K $881M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.38K
+ 26.57%
$49.09 - $50.58 $67.6K - $69.7K
6.56K $331M
RTX
Raytheon Technologies Corp

Industrials
113
+ 4.57%
$144.19 - $167.33 $16.3K - $18.9K
2.58K $432M
TFC
Truist Financial Corp

Financial Services
1.17K
+ 19.15%
$42.83 - $47.07 $50K - $55K
7.27K $332M
VEA
Vanguard Ftse Developed Market

ETFs
641
+ 5.9%
$56.02 - $60.3 $35.9K - $38.7K
11.5K $689M
USB
Us Bancorp \De\

Financial Services
864
+ 11.84%
$43.94 - $50.41 $38K - $43.6K
8.16K $394M
BTI
British American Tobacco P.L.C.

Consumer Defensive
435
+ 6.16%
$46.69 - $59.27 $20.3K - $25.8K
7.5K $398M
PULS
Pgim ETF Tr

ETFs
1.14K
+ 2.47%
$49.58 - $49.83 $56.3K - $56.6K
47.1K $2.35B
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.19%
$282.78 - $316.06 $1.13K - $1.26K
2.16K $680M
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 18.83%
$40.84 - $45.06 $47.9K - $52.9K
7.4K $325M
VTV
Vanguard Value ETF

ETFs
159
+ 6.79%
$175.51 - $186.57 $27.9K - $29.7K
2.5K $467M
FE
Firstenergy Corp

Utilities
525
+ 10.48%
$39.76 - $45.82 $20.9K - $24.1K
5.54K $254M
MA
Mastercard Inc

Financial Services
68
+ 3.64%
$550.18 - $598.96 $37.4K - $40.7K
1.94K $1.1B
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.26K
+ 1.15%
$29.12 - $29.34 $36.7K - $36.9K
111K $3.24B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
168
+ 4.38%
$136.48 - $142.97 $22.9K - $24K
4K $561M
ETN
Eaton Corp PLC

Industrials
46
+ 3.91%
$342.99 - $392.76 $15.8K - $18.1K
1.22K $457M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
295
+ 22.5%
$196.15 - $217.83 $57.9K - $64.3K
1.61K $324M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
266
+ 5.71%
$49.43 - $54.52 $13.1K - $14.5K
4.92K $267M
SAN
Banco Santander, S.A.

Financial Services
518
+ 4.67%
$8.27 - $10.48 $4.28K - $5.43K
11.6K $122M
FTGC
First Trust Global Tactical CO

ETFs
624
+ 7.05%
$24.67 - $26.32 $15.4K - $16.4K
9.48K $246M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
236
+ 7.02%
$69.02 - $73.57 $16.3K - $17.4K
3.6K $265M
TTE
Total Energies Se

Energy
434
+ 6.64%
N/A
6.97K $416M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
136
+ 4.95%
$78.11 - $79.07 $10.6K - $10.8K
2.88K $227M
VGSH
Vanguard

ETFs
58
+ 1.69%
$58.43 - $58.88 $3.39K - $3.42K
3.5K $206M
BSY
Bentley Systems Inc

Technology
204
+ 5.42%
$51.48 - $58.72 $10.5K - $12K
3.97K $204M
PGR
Progressive Corp

Financial Services
87
+ 6.8%
$238.61 - $264.3 $20.8K - $23K
1.37K $337M
ABT
Abbott Laboratories

Healthcare
8
+ 0.31%
$120.51 - $136.62 $964 - $1.09K
2.63K $352M
LII
Lennox International Inc

Industrials
3
+ 0.62%
$516.18 - $664.54 $1.55K - $1.99K
489 $259M
GDDY
Go Daddy Inc.

Technology
177
+ 11.69%
$133.35 - $178.59 $23.6K - $31.6K
1.69K $231M
PM
Philip Morris International Inc.

Consumer Defensive
66
+ 1.68%
$157.77 - $183.27 $10.4K - $12.1K
3.99K $647M
Activity Summary
Buys All Purchases 98 New Holdings 22 Increased Positions 76 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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