GENESIS PRIVATE WEALTH, LLC

Position in TFC — Truist Financial Corp

CIK 1965529 ASHBURN, VA

Position in TFC

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$286,209

-$78,732 QoQ

Shares Held

6,226

-16.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $919,302 across 2 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)	Open
1	USB	US Bancorp De	8,066	$487,186
2	PNC	Pnc Financial Services Group, Inc.	1,755	$432,116

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$286,209	6,226	-16.0%	Shares	Sole	2026-04-16
2025-12-31	$364,941	7,416	+2.1%	Shares	Sole	2026-01-08
2025-09-30	$332,201	7,266	+19.2%	Shares	Sole	2025-10-08
2025-06-30	$262,153	6,098	+15.1%	Shares	Sole	2025-07-17
2025-03-31	$218,012	5,298	+0.6%	Shares	Sole	2025-04-23
2024-12-31	$228,439	5,266	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.