Long-term investor
Genesis Private Wealth, LLC @genesisprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965529).
Record
- Tracked since 2025-12-31 (257 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.9%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 5.1% · long · since 2025-12-31
- IWF · 4.5% · long · since 2025-12-31
- IWD · 4.3% · long · since 2025-12-31
- FBND · 4.2% · long · since 2025-12-31
- CGGR · 3.2% · long · since 2025-12-31
- GLD · 3.0% · long · since 2025-12-31
- PTRB · 2.7% · long · since 2025-12-31
- RDVY · 2.7% · long · since 2025-12-31
- VTEB · 2.4% · long · since 2025-12-31
- SCHF · 2.4% · long · since 2025-12-31
- JMBS · 2.2% · long · since 2025-12-31
- VIG · 2.2% · long · since 2025-12-31