Skip to main content

Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

PM holding history

Philip Morris International 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.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
3,237
Value
$585.6K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of PM by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,237$585.6K0.2%+357+12.4%AddedHolders
Q1 20262,880$476.2K0.1%−828−22.3%ReducedHolders
Q4 20253,708$594.8K0.2%−279−7.0%ReducedHolders
Q3 20253,987$646.7K0.3%+66+1.7%AddedHolders
Q2 20253,921$714.2K0.3%−454−10.4%ReducedHolders
Q1 20254,375$694.5K0.4%+220+5.3%AddedHolders
Q4 20244,155$500.0K0.3%–No prior filingHolders