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Filers›Asset Manager›Genesis Financial Group, LLC
DOSSIER · 13F-HR · Q1 2026

Genesis Financial Group, LLC

Genesis Financial's asset manager based in Greenwich, CT — $158M in tracked AUM across 103 positions as of Q1 2026.

GF
Genesis Financial·Greenwich, CT·Asset Manager
CIK 0002097587 · last filed Mar 31, 2026
Total AUM
$158M
▲ 8.9%
vs prior
Holdings
103
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Genesis Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TSLA
TESLA INC
$10M26K6.2%
02
PLTR
PALANTIR TECHNOLOGIES INC
$9M63K5.8%
03
GEV
GE VERNOVA INC
$8M9K4.8%
04
VWO
VANGUARD INTL EQUITY INDEX F
$7M128K4.4%
05
META
META PLATFORMS INC
$7M11K4.1%
06
AMZN
AMAZON COM INC
$6M30K4.0%
07
EFA
ISHARES TR
$6M63K3.9%
08
IWM
ISHARES TR
$5M22K3.4%
09
KMI
KINDER MORGAN INC DEL
$5M154K3.3%
10
QID
PROSHARES TR
$5M224K3.2%

Filing history

Filing history loading…
AI Agent · grounded in Genesis
haiku-4-5 · 103 positions indexed
Sector mix
  • Tech7%
  • Financials5%
  • Communications25%
  • Industrials19%
  • Energy12%
  • Other32%
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