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Genesis Wealth Advisors, LLC: BSCQ position timeline

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

Genesis Wealth Advisors, LLC held 101,899 BSCQ 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 101,899 shares
    Change vs previous 13F +944 shares

    1.19% of the 13F portfolio, value $1,989,578.

    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 100,955 shares
    Change vs previous 13F +1,122 shares

    1.32% of the 13F portfolio, value $1,971,651.

    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 99,833 shares
    Change vs previous 13F +12,157 shares

    1.34% of the 13F portfolio, value $1,954,231.

    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 87,676 shares
    Change vs previous 13F -2,831 shares

    1.21% of the 13F portfolio, value $1,714,943.

    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 90,507 shares
    Change vs previous 13F -7,487 shares

    1.33% of the 13F portfolio, value $1,766,697.

    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 97,994 shares
    Change vs previous 13F -70,514 shares

    1.55% of the 13F portfolio, value $1,908,923.

    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 168,508 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,274,112.

    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).