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Value $
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$181M
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Signature - Title
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Andrew Lewis - Manager, CCO
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Location
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Ashburn, VA
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Summary
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This page shows a list of all the recent 13F filings made by GENESIS PRIVATE WEALTH, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. GENESIS PRIVATE WEALTH, LLC reported 136 stock holdings with total value $181M as of Q4 2024. Top holdings included IWF, FBND, IWD, PTRB, and CGGR.