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
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
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
AAPL
Apple Inc.

Technology
119
+ 2.23%
$172.42 - $223.89 $20.5K - $26.6K
5.46K $1.12B
VHT
Vanguard Health Care ETF

ETFs
358
+ 3.48%
$236.71 - $261.92 $84.7K - $93.8K
10.7K $2.65B
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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