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GENESIS PRIVATE WEALTH, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on AVGO, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 4,390 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,390 shares
    Change vs previous 13F +268 shares

    0.47% of the 13F portfolio, value $1,658,407.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 4,122 shares
    Change vs previous 13F +30 shares

    0.4% of the 13F portfolio, value $1,275,870.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 4,092 shares
    Change vs previous 13F +593 shares

    0.44% of the 13F portfolio, value $1,416,319.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,499 shares
    Change vs previous 13F +109 shares

    0.49% of the 13F portfolio, value $1,154,429.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,390 shares
    Change vs previous 13F +848 shares

    0.44% of the 13F portfolio, value $934,515.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,542 shares
    Change vs previous 13F +353 shares

    0.23% of the 13F portfolio, value $425,645.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,189 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $507,608.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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