Genesis Private Wealth, LLC Incresed Positions in Q3 2025

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
487
+ 1.54%
$420.11 - $472.68 $205K - $230K
32K $15B
GLD
Spdr Gold Trust

ETFs
208
+ 0.74%
$300.96 - $355.47 $62.6K - $73.9K
28.4K $10.1B
NVDA
Nvidia Corp

Technology
3.43K
+ 21.64%
$153.3 - $186.58 $526K - $641K
19.3K $3.6B
CGGR
Capital Group Growth ETF Shs C

ETFs
2.38K
+ 1.14%
$40.2 - $44.58 $95.8K - $106K
211K $9.28B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.04K
+ 1.73%
$192.76 - $203.86 $200K - $212K
61.3K $12.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.2K
+ 4.04%
$45.26 - $46.63 $508K - $524K
289K $13.4B
RDVY
First Trust Rising Dividend Ac

ETFs
2.87K
+ 2.82%
$62.38 - $67.29 $179K - $193K
105K $7.04B
CGDV
Capital Group Divid Value ETF

ETFs
14.1K
+ 130.89%
$39.59 - $42.21 $557K - $593K
24.8K $1.04B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.45K
+ 6.91%
$48.5 - $50.19 $458K - $474K
146K $7.32B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
431
+ 1.16%
$82.22 - $96.68 $35.4K - $41.7K
37.7K $3.65B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.54K
+ 7.65%
$50.9 - $52.37 $384K - $395K
106K $5.54B
VOE
Vanguard Mid Cap Value Index F

ETFs
508
+ 1.7%
$164.63 - $174.58 $83.6K - $88.7K
30.3K $5.3B
Vanguard Wellington Fd
3.51K
+ 13.12%
N/A
30.2K $3.08B
AAPL
Apple Inc.

Technology
427
+ 7.82%
$202.38 - $256.87 $86.4K - $110K
5.89K $1.5B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
871
+ 1.27%
$68.24 - $73.73 $59.4K - $64.2K
69.6K $5.12B
MSFT
Microsoft Corp

Technology
440
+ 6.84%
$491.09 - $535.64 $216K - $236K
6.87K $3.56B
GOOGL
Alphabet Inc.

Communication Services
172
+ 3.66%
$174.36 - $254.72 $30K - $43.8K
4.87K $1.18B
HDV
Ishares Core High Dividend ETF

ETFs
2.17K
+ 26.84%
$118.16 - $123.66 $257K - $269K
10.3K $1.26B
FDL
First Tr Morningstar Dividend

ETFs
2.85K
+ 2.65%
$41.96 - $44.59 $120K - $127K
110K $4.79B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.99K
+ 2.72%
$35.42 - $38.65 $70.4K - $76.8K
75.1K $2.85B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.28K
+ 3.64%
$49.05 - $49.99 $210K - $214K
122K $6.07B
MUST
Columbia ETF Tr I Multi Sector

ETFs
10.9K
+ 10.09%
$19.87 - $20.65 $217K - $225K
119K $2.44B
VOT
Vanguard Mid Cap Growth Index

ETFs
152
+ 0.72%
$282.75 - $294.19 $43K - $44.7K
21.3K $6.26B
RSP
Invesco S&P 500 Equal Weight E

ETFs
228
+ 0.91%
$181.56 - $190.33 $41.4K - $43.4K
25.3K $4.8B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
3.95K
+ 1.97%
$41.18 - $42.48 $163K - $168K
204K $8.63B
GE
General Electric CO

Industrials
600
+ 43.29%
$244.75 - $305.63 $147K - $183K
1.99K $597M
AVGO
Broadcom Inc.

Technology
109
+ 3.22%
$264.74 - $369.57 $28.9K - $40.3K
3.5K $1.15B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
305
+ 0.98%
$107.27 - $113.94 $32.7K - $34.8K
31.4K $3.56B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
312
+ 14.39%
$224.68 - $282.71 $70.1K - $88.2K
2.48K $693M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.68K
+ 2.25%
$76.16 - $78.59 $128K - $132K
76.3K $5.96B
GOOG
Alphabet Inc.

Communication Services
62
+ 2.51%
$175.16 - $255.24 $10.9K - $15.8K
2.53K $616M
VHT
Vanguard Health Care ETF

ETFs
61
+ 0.57%
$239.12 - $259.95 $14.6K - $15.9K
10.7K $2.78B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
6.21K
+ 10.44%
$19.85 - $20.2 $123K - $125K
65.7K $1.32B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.02K
+ 3.37%
$58.97 - $60.36 $119K - $122K
62K $3.72B
PLD
Prologis, Inc.

Real Estate
872
+ 27.65%
$104.08 - $115.35 $90.8K - $101K
4.03K $461M
ADSK
Autodesk, Inc.

Technology
363
+ 45.15%
N/A
1.17K $371M
JNJ
Johnson & Johnson

Healthcare
195
+ 7.86%
$155.17 - $185.42 $30.3K - $36.2K
2.68K $496M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.37K
+ 13.86%
$72.57 - $74.72 $99.6K - $103K
11.3K $838M
TRMB
Trimble Inc.

Technology
999
+ 26.3%
$76.46 - $85.24 $76.4K - $85.2K
4.8K $392M
CVX
Chevron Corp

Energy
491
+ 25.01%
$145.57 - $161.83 $71.5K - $79.5K
2.45K $381M
CDNS
Cadence Design Systems Inc

Technology
200
+ 30.12%
$309.46 - $373.37 $61.9K - $74.7K
864 $303M
VUG
Vanguard Growth ETF

ETFs
87
+ 6.74%
$433.97 - $484.08 $37.8K - $42.1K
1.38K $661M
KLAC
Kla Corp

Technology
38
+ 15.14%
$843.9 - $1078.6 $32.1K - $41K
289 $312M
WFC
Wells Fargo & Company

Financial Services
800
+ 16.97%
$77.05 - $85.16 $61.6K - $68.1K
5.52K $462M
BNDX
Vanguard Total International B

ETFs
1.63K
+ 3.62%
$49.0 - $49.51 $80K - $80.8K
46.8K $2.31B
Vanguard Mun Bd Fds
616
+ 7.55%
N/A
8.78K $881M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.38K
+ 26.57%
$49.09 - $50.58 $67.6K - $69.7K
6.56K $331M
RTX
Raytheon Technologies Corp

Industrials
113
+ 4.57%
$144.19 - $167.33 $16.3K - $18.9K
2.58K $432M
TFC
Truist Financial Corp

Financial Services
1.17K
+ 19.15%
$42.83 - $47.07 $50K - $55K
7.27K $332M
Activity Summary
Buys All Purchases 98 New Holdings 22 Increased Positions 76 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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