Genesis Wealth Advisors, LLC SEC EDGAR Filings (CIK 0001637241)

SEC EDGAR filings, ownership reports, and insider transactions for Genesis Wealth Advisors, LLC.

Business address
400 Washington Street, Suite 308, Braintree, MA, 02184
Top securities (13F)
SPY, VXUS, IVV, VFQY, DYNF, EUSA, BND, IQLT, BSCR, VWO, MBB, VTIP, EBND, JNJ, GLDM, AAPL, BSCS, GLD, BSCQ, and EFA
State of incorporation
MA
Fiscal year end
31 December
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Genesis Wealth Advisors, LLC has filed 8 SEC EDGAR filings since 04 May 2015

Latest Filings

Recent SEC filings for Genesis Wealth Advisors, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2025 30 Sep 2025 028-16868
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2025 30 Jun 2025 028-16868
N-PX Open N-PX document View SEC filing for N-PX 14 Jul 2025 30 Jun 2025 028-16868
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Mar 2025 028-16868
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2025 31 Dec 2024 028-16868
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Aug 2015 30 Jun 2015 028-16868
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2015 31 Mar 2015 028-16868
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2015 31 Dec 2014 028-16868

About this filer

Genesis Wealth Advisors, LLC files with the SEC under CIK 0001637241. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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