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Home > Institutional Investor > Genesee Capital Advisors, Llc > Profile

Instuitional Investor - Genesee Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Genesee Capital Advisors, Llc
Portfolio Value $238,636,877
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,629,524 $40,901,059 17.14%
2.
First Trust Exchange-Traded Alphadex Fund
 115,214 $18,304,041 7.67%
3.
Invesco Qqq Tr
 20,075 $11,587,007 4.86%
4.
Apple Inc.
 AAPL 42,712 $10,839,941 4.54%
5.
First Tr Exchange-Traded Alp
 67,676 $8,077,413 3.38%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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