Genesis Wealth Advisors, LLC
Q4 2024 13F Holdings
Location
Braintree, MA
Holdings as of
12/31/2024
Value ($000)
$114,693
Num holdings
63
Date filed
2/4/2025
Form type
13F-HR
Prev filing
8/24/2015
Next filing
5/5/2025
SEC
View on sec.gov
Compare Q4 2024 to
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2015 Q2
2015 Q1
2014 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type