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Genesis Financial Group, LLC

SEC CIK
0002097587
Latest filing
Aug 14, 2026

MLPB holding history

UBS AG in every 13F filed by Genesis Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MLPB overviewAll 13F holders of MLPBFull Q2 2026 holdings

Shares (Q2 2026)
8,550
Value
$246.3K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of MLPB by Genesis Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,550$246.3K0.2%+500+6.2%AddedHolders
Q1 20268,050$233.7K0.2%+8,050NewHolders