Genesis Financial Group, LLC

Position in SHOP — Shopify Inc.

CIK 2097587 PARAMUS, NJ

Position in SHOP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,198,890

-$82,206 QoQ

Shares Held

10,500

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#716

of 1,697 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Genesis Financial Group, LLC holds $4,492,016 across 3 Software - Application names. SHOP ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	38,230	$2,758,676
2	SHOP	Shopify Inc. This page	10,500	$1,198,890
3	SNOW	Snowflake Inc.	2,100	$534,450

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,198,890	10,500	-2.8%	Shares	Sole	2026-08-14
2026-03-31	$1,281,096	10,800	0.0%	Shares	Sole	2026-05-18
2025-12-31	$1,738,476	10,800	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.