Genesis Private Wealth, LLC VANGUARD WELLINGTON FD Transaction History

Genesis Private Wealth, LLC

  • $189 Billion
  • Q1 2025
Number of Shares
24,131
Previous 18,675 29.22%
Holding current value
$2.43 Billion
Previous $1.87 Billion 29.55%
% of portfolio
1.29%
Previous 1.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
5,456 Added 29.22%
24,131 $2.43 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
18,675 New
18,675 $1.87 Billion
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