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Genesis Wealth Advisors, LLC: VTIP position timeline

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

Genesis Wealth Advisors, LLC held 98,047 VTIP 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 98,047 shares
    Change vs previous 13F +8,305 shares

    2.94% of the 13F portfolio, value $4,924,901.

    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 89,742 shares
    Change vs previous 13F +5,830 shares

    2.99% of the 13F portfolio, value $4,482,606.

    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 83,912 shares
    Change vs previous 13F +2,591 shares

    2.84% of the 13F portfolio, value $4,150,281.

    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 81,321 shares
    Change vs previous 13F +739 shares

    2.9% of the 13F portfolio, value $4,117,264.

    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 80,582 shares
    Change vs previous 13F +2,921 shares

    3.04% of the 13F portfolio, value $4,050,832.

    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 77,661 shares
    Change vs previous 13F +31,090 shares

    3.14% of the 13F portfolio, value $3,875,279.

    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 46,571 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,254,946.

    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).