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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 $181,435,942
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 31,640 $12,705,921 7%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 263,732 $11,833,651 6.52%
3.
Ishares Trust
 IEF 60,936 $11,281,111 6.21%
4.
Pgim Etf Tr
 189,923 $7,779,246 4.28%
5.
Capital Group Growth Etf
 193,421 $7,189,468 3.96%
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)