Genesis Wealth Advisors, LLC
Q2 2025 13F Holdings
Location
Braintree, MA
Holdings as of
6/30/2025
Value ($000)
$133,291
Num holdings
62
Date filed
7/15/2025
Form type
13F-HR
Prev filing
5/5/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
2024 Q4
2015 Q2
2015 Q1
2014 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type