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Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

CVS holding history

CVS Health 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.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
2,905
Value
$300.6K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of CVS by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,905$300.6K0.1%+2,905NewHolders
Q1 20260$00.0%−2,885−100.0%Sold outHolders
Q4 20252,885$229.0K0.1%+12+0.4%AddedHolders
Q3 20252,873$216.6K0.1%+2,873NewHolders