Genesis Private Wealth, LLC Vanguard Transaction History
Genesis Private Wealth, LLC
- $212 Billion
- Q2 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 3,442 shares of VGSH stock, worth $201,701. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,442
Previous 3,883
11.36%
Holding current value
$201,701
Previous $228 Million
11.22%
% of portfolio
0.1%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,032Shares Held
276MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio