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Genesis Wealth Advisors, LLC: VFQY position timeline

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

Genesis Wealth Advisors, LLC held 60,996 VFQY 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 60,996 shares
    Change vs previous 13F +1,597 shares

    6.21% of the 13F portfolio, value $10,387,020.

    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 59,399 shares
    Change vs previous 13F +2,369 shares

    5.92% of the 13F portfolio, value $8,864,297.

    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 57,030 shares
    Change vs previous 13F +1,174 shares

    5.99% of the 13F portfolio, value $8,748,918.

    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 55,856 shares
    Change vs previous 13F +725 shares

    5.94% of the 13F portfolio, value $8,424,254.

    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 55,131 shares
    Change vs previous 13F +3,062 shares

    5.94% of the 13F portfolio, value $7,923,472.

    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 52,069 shares
    Change vs previous 13F +3,027 shares

    5.64% of the 13F portfolio, value $6,959,258.

    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 49,042 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $6,909,593.

    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).