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Genesis Wealth Advisors, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Genesis Wealth Advisors, LLC on BND, newest first. How the timeline and the estimate are built.

Genesis Wealth Advisors, LLC held 111,242 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,242 shares
    Change vs previous 13F +10,366 shares

    4.88% of the 13F portfolio, value $8,166,301.

    13F-HR 0001951757-26-001152 filed by Genesis Wealth Advisors, 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 100,876 shares
    Change vs previous 13F +5,074 shares

    4.96% of the 13F portfolio, value $7,428,544.

    13F-HR 0001951757-26-000772 filed by Genesis Wealth Advisors, 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 95,802 shares
    Change vs previous 13F +1,907 shares

    4.86% of the 13F portfolio, value $7,096,045.

    13F-HR 0001951757-26-000433 filed by Genesis Wealth Advisors, 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 93,895 shares
    Change vs previous 13F -510 shares

    4.92% of the 13F portfolio, value $6,982,983.

    13F-HR 0001951757-25-001211 filed by Genesis Wealth Advisors, 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 94,405 shares
    Change vs previous 13F +7,089 shares

    5.21% of the 13F portfolio, value $6,951,055.

    13F-HR 0001951757-25-000859 filed by Genesis Wealth Advisors, 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 87,316 shares
    Change vs previous 13F +44,852 shares

    5.19% of the 13F portfolio, value $6,413,362.

    13F-HR 0001951757-25-000512 filed by Genesis Wealth Advisors, 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 42,464 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $3,053,562.

    13F-HR 0001951757-25-000179 filed by Genesis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).