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Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

TRU holding history

TransUnion 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.

TRU overviewAll 13F holders of TRUFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of TRU by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,803−100.0%Sold outHolders
Q2 20252,803$246.7K0.1%+248+9.7%AddedHolders
Q1 20252,555$212.0K0.1%+32+1.3%AddedHolders
Q4 20242,523$233.9K0.1%–No prior filingHolders