Genesis Private Wealth, LLC Purchases and Sells in Q2 2025

Genesis Private Wealth, LLC

$212 Billion
Q2 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGGR	5.31K + 2.61%	$30.53 - $40.65 $162K - $216K	209K $8.49B
VOT	229 + 1.09%	$216.28 - $284.39 $49.5K - $65.1K	21.2K $6.02B
MSFT	216 + 3.48%	$354.56 - $497.45 $76.6K - $107K	6.43K $3.2B
SCHF	14.4K + 6.1%	$17.76 - $22.1 $255K - $317K	249K $5.51B
NVDA	329 + 2.12%	$94.31 - $157.99 $31K - $52K	15.9K $2.51B
VXUS	2.91K + 4.41%	$55.54 - $69.09 $161K - $201K	68.8K $4.75B

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LMBS	118K New	$48.5 - $49.35 $5.71M - $5.81M	118K $5.8B
CGDV	10.7K New	$31.93 - $39.49 $343K - $424K	10.7K $424M
GE	1.39K New	$166.81 - $257.39 $231K - $357K	1.39K $357M
BTI	7.07K New	$39.43 - $49.34 $279K - $349K	7.07K $334M
VYM	2.14K New	$114.78 - $133.31 $245K - $285K	2.14K $285M
ORLY	3.12K New	$87.84 - $1441.89 $274K - $4.5M	3.12K $281M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GILD	-840 - 26.91%	$96.91 - $113.0 $81.4K - $94.9K	2.28K $253M
TTE	-1.06K - 13.96%	N/A	6.53K $401M
USMV	-779 - 8.54%	$85.42 - $94.39 $66.5K - $73.5K	8.34K $783M
AON	-109 - 15.62%	$335.85 - $398.81 $36.6K - $43.5K	589 $210M
VANGUARD MUN BD FDS	-629 - 7.16%	N/A	8.16K $804M
SDY	-457 - 10.65%	$121.58 - $136.74 $55.6K - $62.5K	3.84K $521M

Activity Summary All Purchases 102 New Holdings 24 Increased Positions 78 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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