Genesis Private Wealth, LLC Purchases in Q2 2025

Genesis Private Wealth, LLC

  • $212 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
118K
New
$48.5 - $49.35 $5.71M - $5.81M
118K $5.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
5.31K
+ 2.61%
$30.53 - $40.65 $162K - $216K
209K $8.49B
VOT
Vanguard Mid Cap Growth Index

ETFs
229
+ 1.09%
$216.28 - $284.39 $49.5K - $65.1K
21.2K $6.02B
MSFT
Microsoft Corp

Technology
216
+ 3.48%
$354.56 - $497.45 $76.6K - $107K
6.43K $3.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.4K
+ 6.1%
$17.76 - $22.1 $255K - $317K
249K $5.51B
NVDA
Nvidia Corp

Technology
329
+ 2.12%
$94.31 - $157.99 $31K - $52K
15.9K $2.51B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.91K
+ 4.41%
$55.54 - $69.09 $161K - $201K
68.8K $4.75B
RDVY
First Trust Rising Dividend Ac

ETFs
2.97K
+ 3.01%
$51.6 - $62.74 $153K - $186K
102K $6.38B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.21K
+ 3.34%
$61.92 - $81.5 $74.7K - $98.3K
37.3K $3.04B
VIG
Vanguard Dividend Appreciation

ETFs
1.22K
+ 4.05%
N/A
31.5K $6.44B
GLD
Spdr Gold Trust

ETFs
54
+ 0.19%
$273.71 - $316.29 $14.8K - $17.1K
28.2K $8.59B
CGDV
Capital Group Divid Value ETF

ETFs
10.7K
New
$31.93 - $39.49 $343K - $424K
10.7K $424M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.43K
+ 7.41%
$48.13 - $49.85 $454K - $470K
137K $6.7B
IWD
Ishares Russell 1000 Val ETF

ETFs
96
+ 0.16%
$166.82 - $194.23 $16K - $18.6K
60.2K $11.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
895
+ 3.7%
$152.93 - $181.74 $137K - $163K
25.1K $4.56B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 4.16%
$86.05 - $107.7 $107K - $134K
31.1K $3.35B
GE
General Electric CO

Industrials
1.39K
New
$166.81 - $257.39 $231K - $357K
1.39K $357M
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.07K
New
$39.43 - $49.34 $279K - $349K
7.07K $334M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.14K
New
$114.78 - $133.31 $245K - $285K
2.14K $285M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.12K
New
$87.84 - $1441.89 $274K - $4.5M
3.12K $281M
Vanguard Wellington Fd
2.58K
+ 10.71%
N/A
26.7K $2.7B
HWM
Howmet Aerospace Inc.

Industrials
1.41K
New
$112.33 - $186.13 $159K - $263K
1.41K $263M
LPLA
Lpl Financial Holdings Inc.

Financial Services
667
New
$283.31 - $388.96 $189K - $259K
667 $250M
ADSK
Autodesk, Inc.

Technology
804
New
N/A
804 $249M
TT
Trane Technologies PLC

Industrials
551
New
$315.21 - $437.41 $174K - $241K
551 $241M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.36K
New
$56.88 - $70.77 $191K - $238K
3.36K $238M
Gsk PLC
6.05K
New
N/A
6.05K $232M
TXN
Texas Instruments Inc

Technology
1.12K
New
N/A
1.12K $232M
CASY
Caseys General Stores Inc

Consumer Cyclical
445
New
$415.82 - $510.91 $185K - $227K
445 $227M
KLAC
Kla Corp

Technology
251
New
$576.53 - $902.94 $145K - $227K
251 $225M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.72K
+ 3.87%
$29.52 - $35.31 $80.3K - $96.1K
73.1K $2.58B
C
Citigroup Inc

Financial Services
2.57K
New
$58.13 - $85.12 $150K - $219K
2.57K $219M
NDAQ
Nasdaq, Inc.

Financial Services
2.4K
New
$66.4 - $89.42 $159K - $215K
2.4K $215M
GD
General Dynamics Corp

Industrials
730
New
$247.68 - $291.66 $181K - $213K
730 $213M
CDNS
Cadence Design Systems Inc

Technology
664
New
$231.64 - $323.08 $154K - $215K
664 $205M
BSY
Bentley Systems Inc

Technology
3.76K
New
$38.62 - $53.97 $145K - $203K
3.76K $203M
FE
Firstenergy Corp

Utilities
5.01K
New
$38.31 - $43.17 $192K - $216K
5.01K $202M
O
Realty Income Corp

Real Estate
3.49K
New
$52.27 - $58.52 $182K - $204K
3.49K $201M
SEIC
Sei Investments CO

Financial Services
2.24K
New
$66.45 - $89.86 $149K - $201K
2.24K $201M
APH
Amphenol Corp

Technology
709
+ 18.08%
$59.09 - $98.75 $41.9K - $70K
4.63K $457M
VOE
Vanguard Mid Cap Value Index F

ETFs
498
+ 1.7%
$141.87 - $164.49 $70.7K - $81.9K
29.8K $4.91B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.53K
+ 1.28%
$44.68 - $45.96 $157K - $162K
278K $12.7B
WFC
Wells Fargo & Company

Financial Services
1.62K
+ 52.39%
$60.98 - $80.12 $98.8K - $130K
4.72K $378M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.29K
+ 3.46%
$50.34 - $51.86 $166K - $171K
98.5K $5.06B
ASML
Asml Holding Nv

Technology
109
+ 26.85%
$595.37 - $815.24 $64.9K - $88.9K
515 $413M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
48
+ 2.26%
$141.37 - $228.57 $6.79K - $11K
2.17K $491M
KKR
Kkr & Co. Inc.

Financial Services
376
+ 9.11%
$92.79 - $134.29 $34.9K - $50.5K
4.5K $599M
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.59K
+ 5.46%
$19.47 - $20.4 $109K - $114K
108K $2.17B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
2.09K
+ 1.05%
$40.66 - $41.98 $85.1K - $87.9K
201K $8.39B
Activity Summary
Buys All Purchases 102 New Holdings 24 Increased Positions 78 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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