Genesis Private Wealth, LLC

SEC CIK: 0001965529
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

C holding history

Citigroup Inc 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.

C overview All 13F holders of C Full Q2 2026 holdings

Shares (Q2 2026): 1,615
Value: $226.0K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of C by Genesis Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,615	$226.0K	0.1%	−402−19.9%	Reduced	Holders
Q1 2026	2,017	$228.7K	0.1%	−57−2.7%	Reduced	Holders
Q4 2025	2,074	$242.0K	0.1%	−106−4.9%	Reduced	Holders
Q3 2025	2,180	$221.3K	0.1%	−392−15.2%	Reduced	Holders
Q2 2025	2,572	$218.9K	0.1%	+2,572	New	Holders