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Home > Institutional Investor > Genesis Private Wealth, Llc > Profile

Instuitional Investor - Genesis Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Genesis Private Wealth, Llc
Portfolio Value $188,536,033
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 274,603 $12,535,640 6.65%
2.
Ishares Trust
 IEF 31,754 $11,466,144 6.08%
3.
Ishares Trust
 IEF 60,124 $11,312,865 6%
4.
Pgim Etf Tr
 198,427 $8,282,303 4.39%
5.
Spdr Gold Trust
 GLD 28,116 $8,101,344 4.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)