Genesis Financial Group, LLC - Portfolio Stock Holdings
Genesis Financial Group, LLC disclosed 116 stock positions in a recent SEC 13F filing. $145,088,135 of stock holdings were filed, with the largest holdings including TSLA, PLTR, and GEV. This filing represented positions held on March 31, 2026, and was filed on May 18, 2026.We estimate the fund has a total AUM of $171,310,000 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
116Est. Stock Holding Value:
$145,088,135Top Stock Holdings By Sector
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Portfolio Stock Holdings - Genesis Financial Group, LLC
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Portfolio Options Holdings - Genesis Financial Group, LLC
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