Genesis Financial Group, LLC
CIK
2097587
City
PARAMUS
State / Country
NJ
Top Portfolio Positions
43 positions ·
$85,964,694 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
26,428 | $9,824,609 | 11.43% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
62,642 | $9,163,271 | 10.66% | |
| GEV |
GE Vernova Inc.
Industrials
|
8,719 | $7,610,815 | 8.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,420 | $6,533,724 | 7.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,162 | $6,281,839 | 7.31% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
153,721 | $5,154,265 | 6.00% | |
| UBER |
Uber Technologies, Inc
Technology
|
66,531 | $4,785,574 | 5.57% | |
| LIN |
Linde PLC
Basic Materials
|
8,988 | $4,455,890 | 5.18% | |
| AGQ |
ProShares Trust II
|
20,000 | $2,390,200 | 2.78% | |
| PFE |
Pfizer Inc
Healthcare
|
84,682 | $2,377,870 | 2.77% |
Portfolio Trend
2 quarters · across all stocks
Holdings in ETW
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,078 | 44,542 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $399,972 | 43,381 | Shares | Sole | 2026-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||