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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,212.0 $310K 0.10% NEW $96.47 +2.4%
2 PAYX PAYCHEX INC Industrials 3,361.0 $310K 0.10% NEW $92.12 +2.9%
3 VZ VERIZON COMMUNICATIONS INC Communication Services 5,897.0 $296K 0.09% NEW $50.20 -3.7%
4 AMT AMERICAN TOWER CORP Real Estate 1,673.0 $289K 0.09% NEW $172.58 +7.2%
5 CME CME GROUP INC Financial Services 969.0 $286K 0.09% NEW $295.35 -4.3%
6 AZN ASTRAZENECA PLC Healthcare 1,312.0 $259K 0.08% NEW $197.22 -5.1%
7 MDLZ MONDELEZ INTL INC Consumer Defensive 4,277.0 $247K 0.08% NEW $57.65 +6.2%
8 POOL POOL CORP Industrials 1,210.0 $245K 0.08% NEW $202.33 -9.9%
9 SSD SIMPSON MFG INC Industrials 1,410.0 $242K 0.08% NEW $171.62 +10.5%
10 ETN EATON CORP PLC Industrials 672.0 $240K 0.08% NEW $357.67 +12.7%
11 EFX EQUIFAX INC Industrials 1,313.0 $236K 0.07% NEW $180.07 -9.6%
12 UNILEVER PLC 4,103.0 $234K 0.07% NEW $56.97
13 ADSK AUTODESK INC Technology 958.0 $229K 0.07% NEW $239.40 -0.5%
14 AMCOR PLC 5,676.0 $226K 0.07% NEW $39.75
15 NFLX NETFLIX INC. Communication Services 2,316.0 $223K 0.07% NEW $96.15 -8.8%
16 WEC WEC ENERGY GROUP INC Utilities 1,871.0 $217K 0.07% NEW $115.77 -2.0%
17 NEE NEXTERA ENERGY INC Utilities 2,313.0 $215K 0.07% NEW $92.88 -5.6%
18 LNG CHENIERE ENERGY INC Energy 726.0 $206K 0.07% NEW $283.76 -17.5%
19 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,051.0 $205K 0.06% NEW $67.07 +23.6%
20 LIN LINDE PLC Basic Materials 407.0 $202K 0.06% NEW $495.83 +3.9%

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%