Genesis Private Wealth, LLC Purchases and Sells in Q3 2025

Genesis Private Wealth, LLC

$238 Billion
Q3 2025

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	487 + 1.54%	$420.11 - $472.68 $205K - $230K	32K $15B
GLD	208 + 0.74%	$300.96 - $355.47 $62.6K - $73.9K	28.4K $10.1B
NVDA	3.43K + 21.64%	$153.3 - $186.58 $526K - $641K	19.3K $3.6B
CGGR	2.38K + 1.14%	$40.2 - $44.58 $95.8K - $106K	211K $9.28B
IWD	1.04K + 1.73%	$192.76 - $203.86 $200K - $212K	61.3K $12.5B
FBND	11.2K + 4.04%	$45.26 - $46.63 $508K - $524K	289K $13.4B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMBS	147K New	$44.34 - $45.94 $6.51M - $6.75M	147K $6.71B
MORGAN STANLEY ETF TRUST	27.9K New	N/A	27.9K $1.4B
IWM	2.12K New	$214.92 - $244.84 $455K - $518K	2.12K $512M
ARISTA NETWORKS INC	2.1K New	N/A	2.1K $306M
KO	4.39K New	$65.67 - $71.67 $288K - $315K	4.39K $291M
MAR	1.11K New	$255.35 - $282.87 $284K - $315K	1.11K $290M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPOT	-245 - 29.91%	$620.01 - $738.53 $152K - $181K	574 $401M
AMZN	-985 - 10.48%	$211.65 - $238.24 $208K - $235K	8.41K $1.85B
CI	-455 - 28.67%	$262.23 - $334.39 $119K - $152K	1.13K $326M
PFE	-4.8K - 31.91%	$23.29 - $25.88 $112K - $124K	10.2K $261M
V	-233 - 14.34%	$332.09 - $358.86 $77.4K - $83.6K	1.39K $475M
NFLX	-21 - 3.86%	$1147.87 - $1297.18 $24.1K - $27.2K	523 $627M

Activity Summary All Purchases 98 New Holdings 22 Increased Positions 76 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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