Holdings
Genesis Wealth Advisors, LLC
As of Jun 30, 2026, Genesis Wealth Advisors, LLC reported 19 positions worth US$12.8M. Largest: Johnson & Johnson, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Johnson & Johnson | 16,380 | US$4.16M | −250 | Jun 30, 2026 |
| Apple Inc | 8,358 | US$2.42M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,750 | US$983K | −152 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,372 | US$804K | +840 | Jun 30, 2026 |
| Meta Platforms, Inc. | 950 | US$535K | no change | Jun 30, 2026 |
| Microsoft Corp. | 1,387 | US$517K | no change | Jun 30, 2026 |
| Merck & Company, Inc. | 3,349 | US$430K | no change | Jun 30, 2026 |
| Agnc Investment Corp. | 37,279 | US$406K | no change | Jun 30, 2026 |
| Ge Aerospace | 1,068 | US$399K | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 600 | US$349K | new | Jun 30, 2026 |