Genesis Private Wealth, LLC
- SEC CIK
- 0001965529
- Latest filing
- Jul 13, 2026
JKHY holding history
Jack Henry & Associates 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.
JKHY overviewAll 13F holders of JKHYFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,575
- Value
- $216.9K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,575 | $216.9K | 0.1% | −212−11.9% | Reduced | Holders |
| Q1 2026 | 1,787 | $282.4K | 0.1% | +64+3.7% | Added | Holders |
| Q4 2025 | 1,723 | $314.4K | 0.1% | +1,723 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −1,438−100.0% | Sold out | Holders |
| Q2 2025 | 1,438 | $259.1K | 0.1% | +2+0.1% | Added | Holders |
| Q1 2025 | 1,436 | $262.2K | 0.1% | +1,436 | New | Holders |