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Genesis Wealth Advisors, LLCETFConcentrated long-term

CIK: 0001637241 | BRAINTREE, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR72$167.3M2026-08-07SEC ↗
Q1 2026
13F-HR64$149.8M2026-05-04SEC ↗
Q4 2025
13F-HR62$146.0M2026-02-13SEC ↗
Q3 2025
13F-HR63$141.8M2025-10-28SEC ↗
Q2 2025
13F-HR62$133.3M2025-07-15SEC ↗
Q1 2025
13F-HR61$123.5M2025-05-05SEC ↗
Q4 2024
13F-HR63$114.7M2025-02-04SEC ↗
Q2 2015
13F-HR522$123.1M2015-08-24SEC ↗
Q1 2015
13F-HR474$120.3M2015-05-15SEC ↗
Q4 2014
13F-HR506$126.1M2015-05-04SEC ↗