Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$422,066
-$15,670 QoQ
Shares Held
1,531
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,056
of 1,682 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GENESIS PRIVATE WEALTH, LLC holds $932,896 across 3 Healthcare Plans names. CI ranks #1 (45.2% of the industry book) .
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,066 | 1,531 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $437,736 | 1,641 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $240,826 | 875 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $326,299 | 1,132 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $524,630 | 1,587 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $442,176 | 1,344 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $363,676 | 1,317 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||