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Portfolio (Quarterly) Guide ↗

GENESIS PRIVATE WEALTH, LLC

· CIK 0001965529
13F Portfolio $318M AUM 182 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 72 Added 69 Reduced 18 Exited
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 2,723.0 $423K 0.13% +688.0 +33.8% $155.29 -6.2%
42 SNY SANOFI SA Healthcare 8,056.0 $388K 0.12% +2K +27.4% $48.18 -8.4%
43 MRSH MARSH & MCLENNAN COS INC Financial Services 2,217.0 $385K 0.12% +721.0 +48.2% $173.46 -6.6%
44 MDT MEDTRONIC PLC Healthcare 4,390.0 $380K 0.12% +2K +60.6% $86.66 -10.5%
45 GEV GE VERNOVA INC Utilities 425.0 $371K 0.12% +3.0 +0.7% $872.90 +22.6%
46 V VISA INC Financial Services 1,211.0 $366K 0.12% +26.0 +2.2% $302.25 +8.0%
47 COP CONOCOPHILLIPS Energy 2,732.0 $361K 0.11% +456.0 +20.0% $132.00 -11.7%
48 FE FIRSTENERGY CORP Utilities 6,882.0 $349K 0.11% +1K +24.7% $50.66 -7.9%
49 JMUB J P MORGAN EXCHANGE TRADED F 6,758.0 $338K 0.11% +179.0 +2.7% $49.99 +0.5%
50 PGR PROGRESSIVE CORP Financial Services 1,703.0 $338K 0.11% +413.0 +32.0% $198.24 +0.3%
51 BLK BLACKROCK INC Financial Services 350.0 $337K 0.11% +91.0 +35.1% $961.71 +12.0%
52 FTGC FIRST TR EXCHANGE TRAD FD VI 11,477.0 $329K 0.10% +89.0 +0.8% $28.71 +1.4%
53 PFE PFIZER INC Healthcare 11,675.0 $328K 0.10% +1K +14.6% $28.08 -7.9%
54 KKR KKR & CO INC Financial Services 3,443.0 $318K 0.10% +307.0 +9.8% $92.50 +2.7%
55 MCK MCKESSON CORP Healthcare 360.0 $312K 0.10% +45.0 +14.3% $865.36 -12.7%
56 BA BOEING CO Industrials 1,535.0 $306K 0.10% +55.0 +3.7% $199.03 +10.0%
57 SPOT SPOTIFY TECHNOLOGY S A Communication Services 590.0 $286K 0.09% +66.0 +12.6% $484.91 +9.2%
58 MRK MERCK & CO INC Healthcare 2,348.0 $282K 0.09% +357.0 +17.9% $120.29 -0.4%
59 JKHY HENRY JACK & ASSOC INC Technology 1,787.0 $282K 0.09% +64.0 +3.7% $158.04 -13.1%
60 ANET ARISTA NETWORKS INC Technology 2,271.0 $279K 0.09% +605.0 +36.3% $122.78 +28.7%
Page 3 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.3%
Technology 22.1%
Healthcare 9.1%
Industrials 7.5%
Communication Services 7.4%
Energy 4.1%
Utilities 4.1%
Consumer Defensive 3.8%
Consumer Cyclical 3.7%
Real Estate 1.4%