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Disclosery

Genesis Financial Group, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Genesis Financial Group, LLC on VUG, newest first. How the timeline and the estimate are built.

Genesis Financial Group, LLC held 40,137 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,137 shares
    Change vs previous 13F +33,529 shares

    2.25% of the 13F portfolio, value $3,457,409.

    13F-HR 0002097587-26-000004 filed by Genesis Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,608 shares
    Change vs previous 13F -91 shares

    1.94% of the 13F portfolio, value $2,886,233.

    13F-HR 0002097587-26-000002 filed by Genesis Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,699 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $3,268,012.

    13F-HR 0002097587-26-000001 filed by Genesis Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).