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GENESIS PRIVATE WEALTH, LLC: VGIT position timeline

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

GENESIS PRIVATE WEALTH, LLC held 67,887 VGIT 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 67,887 shares
    Change vs previous 13F +2,625 shares

    1.13% of the 13F portfolio, value $4,003,993.

    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 65,262 shares
    Change vs previous 13F -1,941 shares

    1.22% of the 13F portfolio, value $3,886,368.

    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 67,203 shares
    Change vs previous 13F +5,226 shares

    1.25% of the 13F portfolio, value $4,027,476.

    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 61,977 shares
    Change vs previous 13F +2,019 shares

    1.56% of the 13F portfolio, value $3,720,504.

    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 59,958 shares
    Change vs previous 13F +93 shares

    1.69% of the 13F portfolio, value $3,586,115.

    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 59,865 shares
    Change vs previous 13F +2,239 shares

    1.89% of the 13F portfolio, value $3,556,007.

    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 57,626 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,342,321.

    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).