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GENESIS PRIVATE WEALTH, LLC: VTEB position timeline

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

GENESIS PRIVATE WEALTH, LLC held 169,793 VTEB 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 169,793 shares
    Change vs previous 13F +12,556 shares

    2.41% of the 13F portfolio, value $8,588,111.

    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 157,237 shares
    Change vs previous 13F +9,675 shares

    2.47% of the 13F portfolio, value $7,844,535.

    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 147,562 shares
    Change vs previous 13F +1,380 shares

    2.3% of the 13F portfolio, value $7,420,874.

    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 146,182 shares
    Change vs previous 13F +9,447 shares

    3.08% of the 13F portfolio, value $7,319,314.

    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 136,735 shares
    Change vs previous 13F +9,431 shares

    3.16% of the 13F portfolio, value $6,704,099.

    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 127,304 shares
    Change vs previous 13F +9,335 shares

    3.35% of the 13F portfolio, value $6,316,826.

    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 117,969 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $5,913,809.

    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).