Genesis Wealth Advisors, LLC
Q3 2025 13F Holdings
Location
Braintree, MA
Holdings as of
9/30/2025
Value ($000)
$141,844
Num holdings
63
Date filed
10/27/2025
Form type
13F-HR
Prev filing
7/15/2025
Next filing
2/13/2026
SEC
View on sec.gov
Compare Q3 2025 to
2026 Q1
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2015 Q2
2015 Q1
2014 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type