Institutions / Genesis Financial Group, LLC
Genesis Financial Group, LLC
CIK 2097587 · Institution · as of Dec 31, 2025
Portfolio value
$172.27M
Positions
101
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 101 →
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $11.80M | 6.8% |
| Meta Platforms Inc | $11.00M | 6.4% |
| Palantir Technologies Inc | $10.78M | 6.3% |
| Amazon.com Inc | $8.11M | 4.7% |
| Vanguard Intl Equity Index F | $6.29M | 3.6% |
| iShares Tr | $6.03M | 3.5% |
| The Goldman Sachs Group, Inc. | $5.46M | 3.2% |
| Uber Technologies, Inc | $4.91M | 2.9% |
| Lam Research Corp | $4.86M | 2.8% |
| Medtronic plc | $4.69M | 2.7% |
| Abrdn Precious Metals Basket | $4.41M | 2.6% |
| iShares Tr | $4.32M | 2.5% |
| ProShares Tr | $3.48M | 2.0% |
| Visa Inc | $3.45M | 2.0% |
| Vanguard Index Fds | $3.27M | 1.9% |
| ProShares Tr II | $3.26M | 1.9% |
| ProShares Tr II | $3.15M | 1.8% |
| NVIDIA Corp | $3.00M | 1.7% |
| Broadcom Inc. | $2.96M | 1.7% |
| Vanguard Index Fds | $2.76M | 1.6% |
| Bank Montreal Que | $2.51M | 1.5% |
| ProShares Tr II | $2.40M | 1.4% |
| First Tr Exchange Traded Fd | $2.15M | 1.2% |
| ServiceNow Inc | $2.12M | 1.2% |
| Robinhood Markets, Inc. | $2.06M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.