Position in UL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$251,842
+$18,095 QoQ
Shares Held
4,189
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#826
of 1,172 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026GENESIS PRIVATE WEALTH, LLC holds $570,614 across 2 Household & Personal Products names. UL ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
2,904 | $318,772 | |
| 2 | UL |
Unilever PLC
This page
|
4,189 | $251,842 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,842 | 4,189 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $233,747 | 4,103 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||