Genesis Financial Group, LLC
Genesis Financial Group, LLC reported 100 holdings worth US$154M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Genesis Financial Group, LLC reported 100 holdings worth US$154M as of Jun 30, 2026. Largest: Tesla, Inc., Ge Vernova Inc. and Palantir Technologies Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 100
- Value as reported
- US$154M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Tesla, Inc. | 23,848 | US$10M | 6.5% |
| Ge Vernova Inc. | 7,102 | US$8.34M | 5.4% |
| Palantir Technologies Inc. | 68,306 | US$7.97M | 5.2% |
| Amazon.com, Inc. | 29,598 | US$7.05M | 4.6% |
| Meta Platforms, Inc. | 11,202 | US$6.31M | 4.1% |
| Astera Labs, Inc. | 9,750 | US$4.71M | 3.1% |
| Bloom Energy Corporation | 13,678 | US$4.14M | 2.7% |
| Kinder Morgan, Inc. | 126K | US$4.02M | 2.6% |
| Circle Internet Group, Inc. | 61,757 | US$3.87M | 2.5% |
| Uber Technologies, Inc. | 38,230 | US$2.76M | 1.8% |
| Nvidia Corporation | 8,637 | US$1.73M | 1.1% |
| Eli Lilly And Company | 1,239 | US$1.49M | 0.97% |
| Visa Inc. | 4,021 | US$1.38M | 0.90% |
| Broadcom Inc. | 3,480 | US$1.31M | 0.86% |
| Cantor Equity Partners Ii, Inc. | 94,909 | US$1.27M | 0.83% |
| Shopify Inc. | 10,500 | US$1.2M | 0.78% |
| Apple Inc | 3,672 | US$1.06M | 0.69% |
| Jp Morgan Chase & Co. | 3,033 | US$993K | 0.65% |
| Caterpillar, Inc. | 825 | US$879K | 0.57% |
| Lemonade, Inc. | 12,500 | US$813K | 0.53% |
| Canton Strategic Holdings, Inc. | 271K | US$764K | 0.50% |
| Hyperliquid Strategies Inc | 95,160 | US$749K | 0.49% |
| Applied Digital Corporation | 20,000 | US$746K | 0.49% |
| Planet Labs Pbc | 22,500 | US$745K | 0.49% |
| Snowflake Inc. | 2,100 | US$534K | 0.35% |
| Alphabet Inc (google) Class C | 1,437 | US$514K | 0.33% |
| Guardant Health, Inc. | 3,000 | US$450K | 0.29% |
| Dutch Bros Inc. | 6,000 | US$431K | 0.28% |
| Wells Fargo & Company | 4,505 | US$372K | 0.24% |
| Deere & Company | 559 | US$355K | 0.23% |
| Connectone Bancorp, Inc. | 10,000 | US$334K | 0.22% |
| Mastercard Incorporated | 648 | US$333K | 0.22% |
| Voyager Technologies, Inc. | 10,000 | US$323K | 0.21% |
| Unitedhealth Group Incorporated | 755 | US$314K | 0.20% |
| Palo Alto Networks, Inc. | 913 | US$311K | 0.20% |
| Ares Capital Corporation | 16,739 | US$310K | 0.20% |
| Williams Companies, Inc. (the) | 4,170 | US$310K | 0.20% |
| Twilio Inc. | 1,500 | US$309K | 0.20% |
| Fortinet, Inc. | 2,000 | US$307K | 0.20% |
| Rocket Lab Corporation | 2,525 | US$257K | 0.17% |
| Chevron Corporation | 1,497 | US$248K | 0.16% |
| Rigetti Computing, Inc. | 12,500 | US$242K | 0.16% |
| Billiontoone, Inc. | 2,000 | US$240K | 0.16% |
| Advanced Micro Devices Inc | 410 | US$238K | 0.15% |
| Space Exploration Technologies Corp | 1,303 | US$223K | 0.14% |
| Vistra Corp. | 1,400 | US$222K | 0.14% |
| Ondas Inc | 25,000 | US$206K | 0.13% |
| Nextdecade Corporation | 27,000 | US$204K | 0.13% |
| American Battery Technology Company | 20,000 | US$56,600 | 0.04% |
| American Bitcoin Corp. | 52,000 | US$35,417 | 0.02% |
| Sealsq Corp | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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