Genesis Private Wealth, LLC Incresed Positions in Q2 2025

Genesis Private Wealth, LLC

  • $212 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
AVGO
Broadcom Inc.

Technology
848
+ 33.36%
$146.29 - $275.65 $124K - $234K
3.39K $935M
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
Vanguard Wellington Fd
2.58K
+ 10.71%
N/A
26.7K $2.7B
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
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
553
+ 0.75%
$75.05 - $77.34 $41.5K - $42.8K
74.7K $5.77B
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
USB
Us Bancorp \De\

Financial Services
800
+ 12.31%
$36.4 - $45.76 $29.1K - $36.6K
7.3K $330M
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
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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