Genesis Wealth Advisors, LLC

Q2 2026 13F Holdings

Location
Braintree, MA
Holdings as of
6/30/2026
Value
$167M
Num holdings
72
Date filed
8/7/2026
Form type
13F-HR
Prev filing
5/4/2026
Next filing
11/10/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type