Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Genesis Private Wealth, Llc > Profile

Instuitional Investor - Genesis Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Genesis Private Wealth, Llc
Portfolio Value $212,241,871
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 31,546 $13,393,743 6.31%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 278,128 $12,724,366 6%
3.
Ishares Trust
 IEF 60,220 $11,696,625 5.51%
4.
Spdr Gold Trust
 GLD 28,170 $8,587,061 4.05%
5.
Capital Group Growth Etf
 208,799 $8,487,690 4%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)