Genesis Wealth Advisors, LLC
- SEC CIK
- 0001637241
- Latest filing
- Aug 7, 2026
HONE holding history
HarborOne Bancorp, Inc. in every 13F filed by Genesis Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HONE overviewAll 13F holders of HONEFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −30,111−100.0% | Sold out | Holders |
| Q3 2025 | 30,111 | $409.5K | 0.3% | −1,246−4.0% | Reduced | Holders |
| Q2 2025 | 31,357 | $366.3K | 0.3% | +1,249+4.1% | Added | Holders |
| Q1 2025 | 30,108 | $312.2K | 0.3% | +10.0% | Added | Holders |
| Q4 2024 | 30,107 | $356.2K | 0.3% | – | No prior filing | Holders |