13F Filings History of Genesis Private Wealth, Llc

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$238M
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 158 stock holdings with total value $238M as of Q3 2025. Top holdings included IWF, FBND, IWD, GLD, and CGGR.

Notify me when Genesis Private Wealth, Llc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 158 $238M +$21.4M -$6.7M +$14.7M IWF, FBND, IWD, GLD, CGGR 13F-HR 10/8/2025, 03:08 PM
Q2 2025 155 $212M +$16.5M -$4.77M +$11.8M IWF, FBND, IWD, GLD, CGGR 13F-HR 7/17/2025, 11:33 AM
Q1 2025 144 $189M +$13.6M -$5.84M +$7.8M FBND, IWF, IWD, PTRB, GLD 13F-HR 4/23/2025, 02:20 PM
Q4 2024 136 $181M $0 $0 IWF, FBND, IWD, PTRB, CGGR 13F-HR 1/17/2025, 10:19 AM