Genesis Wealth Advisors, LLC
Position in ORC — Orchid Island Capital, Inc.
CIK 1637241
BRAINTREE, MA
Position in ORC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$89,327
+$16,665 QoQ
Shares Held
12,816
+24.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#135
of 200 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Genesis Wealth Advisors, LLC holds $495,668 across 2 REIT - Mortgage names. ORC ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
37,279 | $406,341 | |
| 2 | ORC |
Orchid Island Capital, Inc.
This page
|
12,816 | $89,327 |
All Filings in ORC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,327 | 12,816 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $72,662 | 10,336 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $72,000 | 10,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||