GENESIS PRIVATE WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Ashburn, VA
CIK
0001965529
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 144 188,536 FBND, IWF, IWD, PTRB 13F-HR 4/23/2025 000172554725001448
Q4 2024 136 181,435 IWF, FBND, IWD, PTRB 13F-HR 1/17/2025 000172554725000136