StockDriftsStockDriftsTop 50 Genesis Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 6.53% | 23.8K | $10.0M | -9.76%(-2.58K) | $446.95(-23.94%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 5.43% | 7.1K | $8.3M | -18.55%(-1.62K) | $740.05(+41.80%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 5.19% | 68.3K | $8.0M | +9.04%(+5.66K) | $175.16(+2.20%) | 2026-06-30 | |
| IWM | ISHARES TR | 4.92% | 25.2K | $7.6M | +14.47%(+3.18K) | $247.87(+22.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.59% | 29.6K | $7.1M | -1.87%(-564) | $225.20(+17.73%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.52% | 116.4K | $6.9M | -8.83%(-11.28K) | $53.96(+11.81%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.11% | 11.2K | $6.3M | -1.91%(-218) | $697.24(-14.67%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.9% | 57.7K | $6.0M | -8.75%(-5.53K) | $94.71(+14.76%) | 2026-06-30 | |
| LIN | LINDE PLC | 3.8% | 11.3K | $5.8M | +25.27%(+2.27K) | $470.76(+1.58%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 3.45% | 19.2K | $5.3M | -4.95%(-1.00K) | $97.99(+160.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.09% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.77% |
Genesis Financial Group LLC reports $153.67M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (6.5%), GEV (5.4%) and PLTR (5.2%). The top 20 holdings account for 67.58% of reported assets. Its disclosed equity book has returned +1.09% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Genesis Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2097587). View Genesis Financial Group LLC’s 13F filings on SEC