Genesis Private Wealth, LLCETFConcentrated long-term

CIK: 0001965529 | ASHBURN, VA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	180	$354.0M	2026-11-02	SEC ↗
Q2 2026	13F-HR	192	$355.8M	2026-07-13	SEC ↗
Q1 2026	13F-HR	182	$317.7M	2026-04-16	SEC ↗
Q4 2025	13F-HR	180	$322.3M	2026-01-08	SEC ↗
Q3 2025	13F-HR	158	$238.0M	2025-10-08	SEC ↗
Q2 2025	13F-HR	155	$212.2M	2025-07-17	SEC ↗
Q1 2025	13F-HR	144	$188.5M	2025-04-23	SEC ↗
Q4 2024	13F-HR	136	$181.4M	2025-01-17	SEC ↗