Genesis Private Wealth, LLC Purchases and Sells in Q4 2025

Genesis Private Wealth, LLC

$322 Billion
Q4 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	16.5K + 1388.07%	$286.27 - $296.23 $4.73M - $4.89M	17.7K $5.14B
CGDV	47.6K + 192.02%	$41.33 - $43.47 $1.97M - $2.07M	72.4K $3.16B
IWD	5.53K + 9.02%	$199.44 - $208.01 $1.1M - $1.15M	66.8K $14B
IWF	2.28K + 7.11%	$459.47 - $491.71 $1.05M - $1.12M	34.3K $16.2B
GLD	49 + 0.17%	$354.79 - $403.15 $17.4K - $19.8K	28.4K $11.3B
IWM	4.7K + 221.93%	$236.79 - $250.33 $1.11M - $1.18M	6.81K $1.68B

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	23.4K New	$656.2 - $690.71 $15.4M - $16.2M	23.4K $16B
IEFA	72.1K New	$86.09 - $89.88 $6.21M - $6.48M	72.1K $6.45B
AGG	53.4K New	$99.87 - $101.27 $5.33M - $5.41M	53.4K $5.33B
GSLC	32K New	$127.15 - $133.03 $4.07M - $4.26M	32K $4.24B
IUSB	83.8K New	$46.57 - $47.16 $3.9M - $3.95M	83.8K $3.9B
IEMG	49.4K New	N/A	49.4K $3.32B

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPGP	-5.87K - 18.71%	$110.02 - $115.23 $646K - $677K	25.5K $2.9B
SPTS	-21.9K - 19.83%	$29.23 - $29.39 $642K - $645K	88.7K $2.6B
META	-685 - 26.43%	$609.01 - $751.67 $417K - $515K	1.91K $1.26B
MORGAN STANLEY ETF TRUST	-9.48K - 34.02%	N/A	18.4K $926M
HDV	-2.31K - 22.45%	$118.22 - $122.79 $273K - $283K	7.96K $969M
VHT	-1.83K - 17.11%	$264.7 - $283.93 $485K - $520K	8.88K $2.56B

Activity Summary All Purchases 125 New Holdings 40 Increased Positions 85 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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