Genesis Private Wealth, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $15B, Fidelity Merrimack Str Tr Tota with a value of $13.4B, Ishares Russell 1000 Val ETF with a value of $12.5B, Spdr Gold Trust with a value of $10.1B, and Capital Group Growth ETF Shs C with a value of $9.28B.
Examining the 13F form we can see an increase of $25.7B in the current position value, from $212B to 238B.
Genesis Private Wealth, LLC is based out at Ashburn, VA
Below you can find more details about Genesis Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Billion
ETFs: $186 Billion
Technology: $14 Billion
Financial Services: $7.7 Billion
Communication Services: $5.06 Billion
Healthcare: $4.5 Billion
Industrials: $3.49 Billion
Consumer Cyclical: $3.3 Billion
Energy: $2.22 Billion
Other: $4.59 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
