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Genesis Financial Group, LLC

Portfolio Manager
Genesis Financial Group, LLC
Performance
-6.62% (2026 Q1)
AUM (13F)
$149.13M
# of Holdings
93
Performance Rank
Allocation (Top 20)
64.67%

Genesis Financial Group, LLC Holdings Map

Top 50 Genesis Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TSLA
TESLA INC
6.59%26.4K$9.8M
+0.74%(+194)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 26.2K shares2026-Q1: 26.4K shares
$446.95(-11.97%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
6.15%62.6K$9.2M
+3.30%(+2.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 60.6K shares2026-Q1: 62.6K shares
$179.51(-27.97%)
2026-03-31
GEV
GE VERNOVA INC
5.1%8.7K$7.6M
+456.41%(+7.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.6K shares2026-Q1: 8.7K shares
$740.05(+50.41%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
4.63%127.7K$6.9M
+9.19%(+10.75K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 116.9K shares2026-Q1: 127.7K shares
$53.96(+9.41%)
2026-03-31
META
META PLATFORMS INC
4.38%11.4K$6.5M
-31.46%(-5.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.7K shares2026-Q1: 11.4K shares
$697.24(-16.40%)
2026-03-31
AMZN
AMAZON COM INC
4.21%30.2K$6.3M
-14.13%(-4.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 35.1K shares2026-Q1: 30.2K shares
$225.20(+7.76%)
2026-03-31
EFA
ISHARES TR
4.12%63.2K$6.1M
+0.63%(+393)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 62.8K shares2026-Q1: 63.2K shares
$94.71(+10.20%)
2026-03-31
IWM
ISHARES TR
3.66%22.0K$5.5M
+25.23%(+4.43K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.6K shares2026-Q1: 22.0K shares
$244.67(+21.63%)
2026-03-31
KMI
KINDER MORGAN INC DEL
3.46%153.7K$5.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 153.7K shares
$30.51(+5.08%)
2026-03-31
QID
PROSHARES TR
3.4%223.6K$5.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 223.6K shares
$21.43(-32.62%)
2026-03-31

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