Genesee Capital Advisors, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Genesee Capital Advisors, LLC opened 2 positions, added to 3, reduced 2 and sold out of 4.
- Q1 2025: Stock BLACKROCK MUNICIPAL INCOME; Country of operation United States; Class COM; Shares before 25,998.
- Q4 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 1,556.
- Q3 2024: Stock SIRIUS XM HOLDINGS INC; Country of operation United States; Class COM; Shares before 16,480.
- Q2 2024: Stock GENERAL ELECTRIC CO; Country of operation —; Class COM; Shares before 1,889.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1652348), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Torrey Growth & Income Advisors | United States | $0.239B | 110 |
| Saraza Management, LP | United States | $0.239B | 20 |
| Cascades Capital Asset Management, LLC | United States | $0.239B | 159 |
| Mechanics Financial Corp | United States | $0.239B | 232 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | United States | $0.239B | 97 |
| Orange County Employees Retirement System | United States | $0.239B | 2 |
| DOW CHEMICAL CO /DE/ | United States | $0.239B | 6 |
| PFIZER INC | United States | $0.239B | 21 |
| Wealth Watch Advisors, INC | United States | $0.239B | 126 |
| Wealth Advisors Northwest LLC | United States | $0.238B | 57 |