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Home > Institutional Investor > Genesis Financial Group, Llc > Profile

Instuitional Investor - Genesis Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Genesis Financial Group, Llc
Portfolio Value $153,672,217
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tesla Inc.
 TSLA 23,848 $10,030,469 6.53%
2.
Ge Vernova Inc.
 GEV 7,102 $8,344,090 5.43%
3.
Palantir Technologies Inc.
 PLTR 68,306 $7,969,261 5.19%
4.
Ishares Trust
 IEF 25,171 $7,562,728 4.92%
5.
Amazon Com Inc
 AMZN 29,598 $7,054,387 4.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.