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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  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 1,027.0 $361K 0.11% -322.0 -23.9% $351.86 -4.5%
42 APH AMPHENOL CORP Technology 2,714.0 $343K 0.11% -2K -36.2% $126.35 +10.5%
43 ENB ENBRIDGE INC Energy 6,058.0 $328K 0.10% -879.0 -12.7% $54.14 +5.3%
44 WRB BERKLEY W R CORP Financial Services 4,884.0 $324K 0.10% -50.0 -1.0% $66.28 +1.9%
45 GLDM WORLD GOLD TR Financial Services 3,461.0 $321K 0.10% -226.0 -6.1% $92.69 -3.8%
46 SO SOUTHERN CO Utilities 3,217.0 $311K 0.10% -40.0 -1.2% $96.52 -2.5%
47 BAC BANK AMERICA CORP Financial Services 6,125.0 $299K 0.09% -128.0 -2.0% $48.75 +7.1%
48 CAT CATERPILLAR INC Industrials 409.0 $290K 0.09% -136.0 -24.9% $708.46 +28.2%
49 CB CHUBB LTD SWITZ Financial Services 886.0 $289K 0.09% -23.0 -2.5% $325.96 -0.2%
50 TFC TRUIST FINL CORP Financial Services 6,226.0 $286K 0.09% -1K -16.1% $45.97 +5.9%
51 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,968.0 $274K 0.09% -90.0 -2.9% $92.31 -2.6%
52 ABT ABBOTT LABORATORIES Healthcare 2,627.0 $270K 0.09% -70.0 -2.6% $102.67 -15.6%
53 TRMB TRIMBLE INC Technology 3,794.0 $247K 0.08% -628.0 -14.2% $65.23 -13.6%
54 TRP TC ENERGY CORP Energy 3,929.0 $246K 0.08% -141.0 -3.5% $62.60 +11.1%
55 NGG NATIONAL GRID PLC Utilities 2,898.0 $245K 0.08% -1K -32.1% $84.60 +3.6%
56 ISHARES TR 5,253.0 $243K 0.08% -78.0 -1.5% $46.23
57 NDSN NORDSON CORP Industrials 908.0 $242K 0.08% -75.0 -7.6% $266.06 +8.2%
58 HWM HOWMET AEROSPACE INC Industrials 1,016.0 $234K 0.07% -394.0 -27.9% $230.46 +13.6%
59 TXN TEXAS INSTRS INC Technology 1,194.0 $232K 0.07% -208.0 -14.8% $194.15 +67.3%
60 MKL MARKEL GROUP INC Financial Services 121.0 $232K 0.07% -6.0 -4.7% $1914.07 -2.9%
Page 3 of 4  ·  69 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%