Genesis Private Wealth, LLC
- SEC CIK
- 0001965529
- Latest filing
- Jul 13, 2026
NDAQ holding history
Nasdaq, 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.
NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,109
- Value
- $245.1K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,109 | $245.1K | 0.1% | −15−0.5% | Reduced | Holders |
| Q1 2026 | 3,124 | $265.2K | 0.1% | +885+39.5% | Added | Holders |
| Q4 2025 | 2,239 | $217.5K | 0.1% | −54−2.4% | Reduced | Holders |
| Q3 2025 | 2,293 | $202.8K | 0.1% | −109−4.5% | Reduced | Holders |
| Q2 2025 | 2,402 | $214.8K | 0.1% | +2,402 | New | Holders |