Long-term investor
Genesis Wealth Advisors, LLC @genesiswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001637241).
Record
- Tracked since 2025-06-30 (478 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +1.0% · 6 months +6.0% · 1 year +1.2% · all +1.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 16.5% · long · since 2025-06-30
- 921909768 · 9.5% · long · since 2025-06-30
- 921935706 · 6.2% · long · since 2025-06-30
- 09290C103 · 6.2% · long · since 2025-06-30
- 464287200 · 6.0% · long · since 2025-06-30
- 464286681 · 5.4% · long · since 2025-06-30
- 921937835 · 4.9% · long · since 2025-06-30
- 46138J783 · 4.6% · long · since 2025-06-30
- 921946810 · 4.5% · long · since 2026-06-30
- 922042858 · 4.2% · long · since 2025-06-30
- 464288588 · 3.6% · long · since 2025-06-30
- 922020805 · 2.9% · long · since 2025-06-30