DOSSIER · 13F-HR · Q2 2026

Genesis Financial Group, LLC

$154M in tracked AUM across 100 positions as of Q2 2026.

GF
CIK 0002097587 · last filed Jun 30, 2026
Total AUM
$154M
as of Q2 2026
Holdings
100
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Genesis Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSLA
TESLA INC
$10M24K6.5%
02
GEV
GE VERNOVA INC
$8M7K5.4%
03
PLTR
PALANTIR TECHNOLOGIES INC
$8M68K5.2%
04
IWM
ISHARES TR
$8M25K4.9%
05
AMZN
AMAZON COM INC
$7M30K4.6%
06
VWO
VANGUARD INTL EQUITY INDEX F
$7M116K4.5%
07
META
META PLATFORMS INC
$6M11K4.1%
08
EFA
ISHARES TR
$6M58K3.9%
09
G54950103
LINDE PLC
$6M11K3.8%
10
N97284108
NEBIUS GROUP N.V.
$5M19K3.5%

Filing history

2026Q2Jun 30
$154M 2.9%
100 positionsView →
2026Q1Mar 31
$158M 8.1%
103 positionsView →
2025Q4Dec 31
$172M
103 positionsView →