13F Filings History of GENESIS PRIVATE WEALTH, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$322,251,353
Signature - Title
Andrew Lewis - Manager, CCO
Location
Ashburn, VA
Summary
This page shows a list of all the recent 13F filings made by GENESIS PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GENESIS PRIVATE WEALTH, LLC reported 180 stock holdings with total value $322,251,353 as of Q4 2025. Top holdings included IWF, IVV, FBND, IWD, and GLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 180 $322,251,353 +$90,146,843 -$9,953,702 +$80,193,141 IWF, IVV, FBND, IWD, GLD 13F-HR 08 Jan 2026, 10:06
Q3 2025 158 $237,965,360 +$21,394,300 -$6,704,745 +$14,689,555 IWF, FBND, IWD, GLD, CGGR 13F-HR 08 Oct 2025, 15:08
Q2 2025 155 $212,241,871 +$16,543,752 -$4,771,294 +$11,772,458 IWF, FBND, IWD, GLD, CGGR 13F-HR 17 Jul 2025, 11:33
Q1 2025 144 $188,536,033 +$13,648,322 -$5,843,336 +$7,804,986 FBND, IWF, IWD, PTRB, GLD 13F-HR 23 Apr 2025, 14:20
Q4 2024 136 $181,435,942 $0 $0 $0 IWF, FBND, IWD, PTRB, CGGR 13F-HR 17 Jan 2025, 10:19