Genesis Wealth Advisors, LLC
Q4 2025 13F Holdings
Location
Braintree, MA
Holdings as of
12/31/2025
Value ($000)
$145,972
Num holdings
62
Date filed
2/13/2026
Form type
13F-HR
Prev filing
10/27/2025
Next filing
SEC
View on sec.gov
Compare Q4 2025 to
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2015 Q2
2015 Q1
2014 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type