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GENESIS PRIVATE WEALTH, LLC: VIG position timeline

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

GENESIS PRIVATE WEALTH, LLC held 33,146 VIG 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 33,146 shares
    Change vs previous 13F +1,150 shares

    2.2% of the 13F portfolio, value $7,842,932.

    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 31,996 shares
    Change vs previous 13F -67 shares

    2.17% of the 13F portfolio, value $6,881,164.

    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 32,063 shares
    Change vs previous 13F +1,130 shares

    2.19% of the 13F portfolio, value $7,046,872.

    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 30,933 shares
    Change vs previous 13F -536 shares

    2.81% of the 13F portfolio, value $6,675,015.

    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 31,469 shares
    Change vs previous 13F +1,224 shares

    3.03% of the 13F portfolio, value $6,440,705.

    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 30,245 shares
    Change vs previous 13F +1,348 shares

    3.11% of the 13F portfolio, value $5,867,175.

    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 28,897 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $5,658,883.

    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).