Skip to main content

Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

PFE holding history

Pfizer 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.

PFE overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q2 2026)
11,761
Value
$283.2K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of PFE by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,761$283.2K0.1%+86+0.7%AddedHolders
Q1 202611,675$327.8K0.1%+1,485+14.6%AddedHolders
Q4 202510,190$253.7K0.1%−58−0.6%ReducedHolders
Q3 202510,248$261.1K0.1%−4,803−31.9%ReducedHolders
Q2 202515,051$364.8K0.2%−33−0.2%ReducedHolders
Q1 202515,084$382.2K0.2%+15,084NewHolders