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Genesis Wealth Advisors, LLC: VWO position timeline

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

Genesis Wealth Advisors, LLC held 116,486 VWO 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 116,486 shares
    Change vs previous 13F -683 shares

    4.16% of the 13F portfolio, value $6,953,029.

    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 117,169 shares
    Change vs previous 13F +5,155 shares

    4.23% of the 13F portfolio, value $6,333,007.

    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 112,014 shares
    Change vs previous 13F +1,980 shares

    4.13% of the 13F portfolio, value $6,021,895.

    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 110,034 shares
    Change vs previous 13F +1,492 shares

    4.2% of the 13F portfolio, value $5,961,668.

    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 108,542 shares
    Change vs previous 13F +5,428 shares

    4.03% of the 13F portfolio, value $5,368,486.

    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 103,114 shares
    Change vs previous 13F +44,249 shares

    3.78% of the 13F portfolio, value $4,666,921.

    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 58,865 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,592,395.

    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).