Genesis Wealth Advisors, LLC

Business address
400 Washington Street, Suite 308, Braintree, MA, 02184
Top securities (13F)
SPY, VXUS, IVV, VFQY, DYNF, EUSA, BND, IQLT, BSCR, VWO, MBB, VTIP, EBND, JNJ, GLDM, AAPL, BSCS, GLD, BSCQ, and EFA
State of incorporation
MA
Fiscal year end
31 December
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Genesis Wealth Advisors, LLC has filed 8 SEC EDGAR filings since 04 May 2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-16868
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-16868
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-16868
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-16868
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-16868
13F-HR Open Document Open Filing 24 Aug 2015 30 Jun 2015 028-16868
13F-HR Open Document Open Filing 15 May 2015 31 Mar 2015 028-16868
13F-HR Open Document Open Filing 04 May 2015 31 Dec 2014 028-16868