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Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

SHOP holding history

Shopify 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.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q2 2026)
1,862
Value
$212.6K
% of portfolio
0.1%
Quarters held
5
Since Q4 2024
Holdings of SHOP by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,862$212.6K0.1%−185−9.0%ReducedHolders
Q1 20262,047$242.8K0.1%+231+12.7%AddedHolders
Q4 20251,816$292.3K0.1%+1,816NewHolders
Q2 20250$00.0%−2,197−100.0%Sold outHolders
Q1 20252,197$209.8K0.1%+17+0.8%AddedHolders
Q4 20242,180$231.8K0.1%–No prior filingHolders