GENESIS PRIVATE WEALTH, LLC quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, GENESIS PRIVATE WEALTH, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1965529): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-13). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WRIGHT INVESTORS SERVICE INC | United States | $0.318B | 238 |
| Ascension Capital Advisors, Inc. | United States | $0.318B | 82 |
| Snow Phipps Group, LLC | United States | $0.318B | 2 |
| Carlson Capital, L.P. | United States | $0.318B | 72 |
| TigerOak Management, L.L.C. | United States | $0.317B | 126 |
| Auour Investments LLC | United States | $0.318B | 91 |
| PFW Advisors LLC | United States | $0.318B | 118 |
| Equita Financial Network, Inc. | United States | $0.318B | 87 |
| Omnia Family Wealth, LLC | United States | $0.317B | 90 |
| Gen-Wealth Partners Inc | United States | $0.317B | 728 |