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Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Genesis Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
1,593
Value
$230.4K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of BNY by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,593$230.4K0.1%+1,593NewHolders