GENESIS PRIVATE WEALTH, LLC

Position in SHOP — Shopify Inc.

CIK 1965529 ASHBURN, VA

Position in SHOP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$212,603

-$30,212 QoQ

Shares Held

1,862

-9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,370

of 1,697 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $1,018,104 across 4 Software - Application names. SHOP ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	3,272	$321,735
2	ADP	Automatic Data Processing Inc	1,225	$274,338
3	SHOP	Shopify Inc. This page	1,862	$212,603
4	CDNS	Cadence Design Systems Inc	558	$209,428

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,603	1,862	-9.0%	Shares	Sole	2026-07-13
2026-03-31	$242,815	2,047	+12.7%	Shares	Sole	2026-04-16
2025-12-31	$292,321	1,816	-17.3%	Shares	Sole	2026-01-08
2025-03-31	$209,769	2,197	+0.8%	Shares	Sole	2025-04-23
2024-12-31	$231,799	2,180	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.