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 |
|---|---|---|---|---|
| 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
Holdings in FCT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,618 | 43,114 | Shares | Sole | 2026-05-18 | |
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