Genesis Financial Group, LLC: 13F holdings
CIK 20975872026Q2
| Positions | 100 |
|---|---|
| Reported value | $153.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSLA TESLA INC | 23,848 | $10.0m | 6.5% |
| GEV GE VERNOVA INC | 7,102 | $8.3m | 5.4% |
| PLTR PALANTIR TECHNOLOGIES INC | 68,306 | $8.0m | 5.2% |
| IWM ISHARES TR | 25,171 | $7.6m | 4.9% |
| AMZN AMAZON COM INC | 29,598 | $7.1m | 4.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 116,387 | $6.9m | 4.5% |
| META META PLATFORMS INC | 11,202 | $6.3m | 4.1% |
| EFA ISHARES TR | 57,666 | $6.0m | 3.9% |
| LINDE PLC | 11,259 | $5.8m | 3.8% |
| NBIS NEBIUS GROUP N.V. | 19,200 | $5.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2097587")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.