DOSSIER · 13F-HR · Q1 2026

Genesis Financial Group, LLC

$158M in tracked AUM across 103 positions as of Q1 2026.

GF
CIK 0002097587 · last filed Mar 31, 2026
Total AUM
$158M
as of Q1 2026
Holdings
103
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$158M 8.1%
103 positionsView →
2025Q4Dec 31
$172M
103 positionsView →