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GENESIS PRIVATE WEALTH, LLC: VXUS position timeline

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

GENESIS PRIVATE WEALTH, LLC held 75,071 VXUS 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 75,071 shares
    Change vs previous 13F +3,192 shares

    1.8% of the 13F portfolio, value $6,417,859.

    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 71,879 shares
    Change vs previous 13F -1,108 shares

    1.74% of the 13F portfolio, value $5,542,566.

    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 72,987 shares
    Change vs previous 13F +3,354 shares

    1.71% of the 13F portfolio, value $5,506,103.

    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 69,633 shares
    Change vs previous 13F +871 shares

    2.15% of the 13F portfolio, value $5,115,211.

    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 68,762 shares
    Change vs previous 13F +2,906 shares

    2.24% of the 13F portfolio, value $4,750,754.

    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 65,856 shares
    Change vs previous 13F +3,949 shares

    2.17% of the 13F portfolio, value $4,089,642.

    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 61,907 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $3,648,204.

    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).