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Genesis Wealth Advisors, LLC: GLDM position timeline

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

Genesis Wealth Advisors, LLC held 26,718 GLDM 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 26,718 shares
    Change vs previous 13F -6,449 shares

    1.27% of the 13F portfolio, value $2,121,910.

    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 33,167 shares
    Change vs previous 13F +826 shares

    2.05% of the 13F portfolio, value $3,074,210.

    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 32,341 shares
    Change vs previous 13F +622 shares

    1.89% of the 13F portfolio, value $2,760,915.

    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 31,719 shares
    Change vs previous 13F +524 shares

    1.71% of the 13F portfolio, value $2,424,886.

    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 31,195 shares
    Change vs previous 13F -4,360 shares

    1.53% of the 13F portfolio, value $2,043,869.

    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 35,555 shares
    Change vs previous 13F -37,467 shares

    1.78% of the 13F portfolio, value $2,200,473.

    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 73,022 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $3,796,414.

    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).