Genesis Private Wealth, LLC has released its quarterly 13F-HR filing, revealing a total of $353.98 million in assets under management as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and positions in various securities, particularly in large-cap stocks.

The filing highlights the firm’s holdings in major companies, including substantial investments in tech giants like Apple Inc. and Amazon.com Inc. This focus on established companies reflects Genesis Private Wealth's strategy to leverage the stability and growth potential of leading firms in the market.

Background

Genesis Private Wealth, LLC, incorporated in Virginia, operates in the financial services sector. The firm provides investment management services and is known for its strategic asset allocation. The latest filing is part of a series of submissions, with the most recent prior filing dated July 13, 2026. The firm has consistently reported its holdings, demonstrating transparency and adherence to regulatory requirements.

What the Filing Says

The 13F-HR filing, submitted with the accession number 0001725547-26-000383, indicates that Genesis Private Wealth holds a total of 180 positions. The report states, "The total value of the holdings is $353,985,200," underscoring the firm's active management and investment strategy.

Impact

This filing may impact various stakeholders, including investors and market analysts who track the investment patterns of firms like Genesis Private Wealth. The focus on large-cap stocks may attract attention from clients seeking stability and growth in their portfolios. Additionally, the firm's significant holdings in technology and healthcare sectors could influence market perceptions and trends.

What's Next

The filing does not specify what happens next, but it is expected that Genesis Private Wealth will continue to monitor its investments and adjust its portfolio as market conditions evolve. Investors and analysts will likely await future filings to gain further insights into the firm's strategies and market positioning.