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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
553
+ 0.75%
$75.05 - $77.34 $41.5K - $42.8K
74.7K $5.77B
SAN
Banco Santander, S.A.

Financial Services
11.1K
New
$5.72 - $8.32 $63.4K - $92.2K
11.1K $92M
VUG
Vanguard Growth ETF

ETFs
6
+ 0.47%
$329.49 - $438.4 $1.98K - $2.63K
1.29K $566M
MA
Mastercard Inc

Financial Services
112
+ 6.38%
$479.92 - $590.74 $53.8K - $66.2K
1.87K $1.05B
COF
Capital One Financial Corp

Financial Services
204
+ 15.8%
$150.57 - $212.76 $30.7K - $43.4K
1.5K $318M
CI
Cigna Corp

Healthcare
243
+ 18.08%
$301.89 - $340.04 $73.4K - $82.6K
1.59K $525M
BNDX
Vanguard Total International B

ETFs
971
+ 2.2%
$48.77 - $49.55 $47.4K - $48.1K
45.1K $2.23B
BA
Boeing CO

Industrials
82
+ 6.0%
$136.59 - $217.51 $11.2K - $17.8K
1.45K $304M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
3.21K
+ 5.7%
$19.58 - $19.93 $62.8K - $63.9K
59.4K $1.18B
TRMB
Trimble Inc.

Technology
402
+ 11.83%
$55.12 - $75.98 $22.2K - $30.5K
3.8K $289M
MDT
Medtronic PLC

Healthcare
651
+ 24.8%
$80.68 - $88.86 $52.5K - $57.8K
3.28K $286M
TFC
Truist Financial Corp

Financial Services
800
+ 15.1%
$34.79 - $42.99 $27.8K - $34.4K
6.1K $262M
NGG
National Grid PLC

Utilities
4
+ 0.08%
$62.74 - $74.79 $251 - $299
4.8K $357M
XOM
Exxon Mobil Corp

Energy
847
+ 18.88%
$99.93 - $119.04 $84.6K - $101K
5.33K $575M
RTX
Raytheon Technologies Corp

Industrials
58
+ 2.4%
$113.75 - $148.48 $6.6K - $8.61K
2.47K $361M
Atlassian Corporation
230
+ 21.48%
N/A
1.3K $264M
TRU
Trans Union

Industrials
248
+ 9.71%
$69.26 - $91.89 $17.2K - $22.8K
2.8K $247M
Linde PLC
67
+ 12.96%
N/A
584 $274M
V
Visa Inc.

Financial Services
69
+ 4.43%
$308.27 - $373.31 $21.3K - $25.8K
1.63K $577M
SPTS
Spdr Portfolio Short Term Trea

ETFs
859
+ 0.79%
$29.07 - $29.38 $25K - $25.2K
109K $3.2B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
644
+ 14.18%
$48.46 - $50.2 $31.2K - $32.3K
5.19K $257M
VGIT
Vanguard Intermediate Term Tre

ETFs
93
+ 0.16%
$58.63 - $59.9 $5.45K - $5.57K
60K $3.59B
VO
Vanguard Mid Cap ETF

ETFs
14
+ 1.19%
$228.54 - $279.83 $3.2K - $3.92K
1.19K $333M
PULS
Pgim ETF Tr

ETFs
540
+ 1.19%
$49.39 - $49.76 $26.7K - $26.9K
45.9K $2.29B
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 2.17%
$451.58 - $565.94 $4.52K - $5.66K
471 $256M
ACN
Accenture PLC

Technology
122
+ 17.13%
$279.23 - $323.21 $34.1K - $39.4K
834 $249M
ABT
Abbott Laboratories

Healthcare
105
+ 4.17%
$123.95 - $138.08 $13K - $14.5K
2.62K $357M
BSX
Boston Scientific Corp

Healthcare
26
+ 0.96%
$89.7 - $107.41 $2.33K - $2.79K
2.74K $294M
HBAN
Huntington Bancshares Inc

Financial Services
20
+ 0.19%
$12.49 - $16.76 $250 - $335
10.5K $176M
AMGN
Amgen Inc

Healthcare
163
+ 17.36%
$262.28 - $309.85 $42.8K - $50.5K
1.1K $308M
Kenvue Inc
2.34K
+ 20.0%
N/A
14K $293M
VTV
Vanguard Value ETF

ETFs
10
+ 0.43%
$153.67 - $176.74 $1.54K - $1.77K
2.34K $414M
ENB
Enbridge Inc

Energy
63
+ 0.85%
$41.09 - $47.16 $2.59K - $2.97K
7.47K $338M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3
+ 0.11%
$77.74 - $78.78 $233 - $236
2.75K $216M
LLY
Eli Lilly & CO

Healthcare
20
+ 5.88%
$713.71 - $898.95 $14.3K - $18K
360 $281M
JKHY
Henry Jack & Associates Inc

Technology
2
+ 0.14%
$163.54 - $186.02 $327 - $372
1.44K $259M
AZN
Astrazeneca PLC

Healthcare
117
+ 3.23%
$64.87 - $75.0 $7.59K - $8.78K
3.74K $261M
CB
Chubb LTD

Financial Services
13
+ 1.38%
$274.32 - $302.46 $3.57K - $3.93K
957 $277M
XEL
Xcel Energy Inc

Utilities
4
+ 0.12%
$65.65 - $72.39 $263 - $290
3.36K $229M
PEP
Pepsico Inc

Consumer Defensive
189
+ 9.38%
$128.02 - $151.37 $24.2K - $28.6K
2.2K $291M
VZ
Verizon Communications Inc

Communication Services
8
+ 0.13%
$41.67 - $45.62 $333 - $365
6.23K $270M
PLD
Prologis, Inc.

Real Estate
18
+ 0.57%
$89.76 - $112.34 $1.62K - $2.02K
3.15K $332M
JNJ
Johnson & Johnson

Healthcare
59
+ 2.43%
$146.36 - $159.82 $8.64K - $9.43K
2.48K $379M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19
+ 1.47%
$212.1 - $244.27 $4.03K - $4.64K
1.31K $287M
CVX
Chevron Corp

Energy
101
+ 5.42%
$133.73 - $168.51 $13.5K - $17K
1.96K $281M
COP
Conocophillips

Energy
98
+ 3.6%
$82.66 - $106.1 $8.1K - $10.4K
2.82K $253M
SNY
Sanofi

Healthcare
71
+ 1.1%
$47.62 - $55.44 $3.38K - $3.94K
6.53K $316M
ABBV
Abb Vie Inc.

Healthcare
62
+ 2.53%
$170.16 - $206.27 $10.5K - $12.8K
2.51K $466M
FDL
First Tr Morningstar Dividend

ETFs
2.54K
+ 2.42%
$38.19 - $43.19 $96.9K - $110K
108K $4.5B
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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