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Genesis Wealth Advisors, LLC: SPY position timeline

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

Genesis Wealth Advisors, LLC held 37,062 SPY 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 37,062 shares
    Change vs previous 13F +1,174 shares

    16.55% of the 13F portfolio, value $27,676,842.

    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 35,888 shares
    Change vs previous 13F +1,357 shares

    15.58% of the 13F portfolio, value $23,339,389.

    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 34,531 shares
    Change vs previous 13F +674 shares

    16.13% of the 13F portfolio, value $23,547,530.

    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 33,857 shares
    Change vs previous 13F +212 shares

    15.9% of the 13F portfolio, value $22,554,580.

    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 33,645 shares
    Change vs previous 13F +2,678 shares

    15.6% of the 13F portfolio, value $20,787,826.

    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 30,967 shares
    Change vs previous 13F +2,056 shares

    14.03% of the 13F portfolio, value $17,322,567.

    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 28,911 shares
    Change vs previous 13F not available

    14.77% of the 13F portfolio, value $16,944,053.

    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).