StockDriftsStockDriftsTop 50 Genesis Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.75% | 23.1K | $15.1M | -1.24%(-291) | $677.12(+7.36%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.5% | 313.4K | $14.3M | -0.65%(-2.06K) | $45.82(-0.59%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.17% | 31.1K | $13.2M | -9.51%(-3.26K) | $394.75(-69.50%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.14% | 61.6K | $13.2M | -7.80%(-5.21K) | $189.26(+22.60%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.8% | 28.0K | $12.1M | -1.35%(-383) | $244.43(+71.12%) | 2026-03-31 | |
| PTRB | PGIM ETF TR | 2.91% | 222.6K | $9.2M | -0.04%(-90) | $41.91(-0.94%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.88% | 227.8K | $9.2M | +0.26%(+581) | $36.66(+23.15%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.47% | 157.2K | $7.8M | +6.56%(+9.68K) | $50.40(-0.52%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.41% | 112.2K | $7.7M | +0.07%(+84) | $59.96(+24.23%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 2.39% | 168.2K | $7.6M | +0.99%(+1.66K) | $45.40(-0.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.75% | +14.92% |
| Top 20 Holdings Unweighted | +4.60% | +14.43% |
Sign up free to track Genesis Private Wealth, Llc, compare funds side by side, and get alerts the moment positions change.