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GENESIS PRIVATE WEALTH, LLC: VTES position timeline

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

GENESIS PRIVATE WEALTH, LLC held 33,706 VTES 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 33,706 shares
    Change vs previous 13F +2,917 shares

    0.96% of the 13F portfolio, value $3,414,755.

    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 30,789 shares
    Change vs previous 13F -21 shares

    0.98% of the 13F portfolio, value $3,113,999.

    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 30,810 shares
    Change vs previous 13F +590 shares

    0.97% of the 13F portfolio, value $3,129,526.

    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 30,220 shares
    Change vs previous 13F +3,505 shares

    1.29% of the 13F portfolio, value $3,080,174.

    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 26,715 shares
    Change vs previous 13F +2,584 shares

    1.27% of the 13F portfolio, value $2,696,345.

    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 24,131 shares
    Change vs previous 13F +5,456 shares

    1.29% of the 13F portfolio, value $2,425,407.

    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 18,675 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,872,169.

    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).