Genesis Wealth Advisors, LLC

13F Filings History

Latest 13F report: Q2 2015 - Aug 24, 2015
Value $: $123M
Signature - Title: Daniel Duval - Manager, Technology Solutions
Location: Stoughton, MA
Summary: This page shows a list of all the recent 13F filings made by Genesis Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Genesis Wealth Advisors, LLC reported 505 stock holdings with total value $123M as of Q2 2015. Top holdings included IVV, BSCI, EFA, IGIB, and AGG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2015	505	$123M	+$11M	-$6.97M	+$4.07M	IVV, BSCI, EFA, IGIB, AGG	13F-HR	8/24/2015, 02:11 PM
Q1 2015	456	$120M	+$16.2M	-$20.3M	-$4.13M	IVV, BSCI, EFA, AGG, IGIB	13F-HR	5/15/2015, 09:58 AM
Q4 2014	485	$126M	$0	$0		IVV, BSCI, EFA, IGIB, AGG	13F-HR	5/4/2015, 02:38 PM