Genesis Private Wealth, LLC VANGUARD WELLINGTON FD Transaction History

Genesis Private Wealth, LLC

  • $212 Billion
  • Q2 2025
Number of Shares
26,715
Previous 24,131 10.71%
Holding current value
$2.7 Billion
Previous $2.43 Billion 11.17%
% of portfolio
1.27%
Previous 1.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
N/A
2,584 Added 10.71%
26,715 $2.7 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
5,456 Added 29.22%
24,131 $2.43 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
18,675 New
18,675 $1.87 Billion
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