Institutional Fund
Genesis Financial Group, LLC
Paramus, NJCIK 20975872 filings on record
Portfolio Value
$149.11M
Q1 2026
Holdings
93
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-13.4%
from $172.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tesla Inc6.6%
- Palantir Technologies Inc6.1%
- Ge Vernova Inc5.1%
- Vanguard Intl Equity Index F4.6%
- Meta Platforms Inc4.4%
- Amazon Com Inc4.2%
- Other68.9%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc | 26.4K | $9.82M | 6.6% | +194 | Added |
| 2 | Palantir Technologies Inc | 62.6K | $9.16M | 6.1% | +2.0K | Added |
| 3 | Ge Vernova Inc | 8.7K | $7.61M | 5.1% | +7.2K | Added |
| 4 | Vanguard Intl Equity Index F | 127.7K | $6.90M | 4.6% | +10.7K | Added |
| 5 | Meta Platforms Inc | 11.4K | $6.53M | 4.4% | −5.2K | Reduced |
| 6 | Amazon Com Inc | 30.2K | $6.28M | 4.2% | −5.0K | Reduced |
| 7 | Ishares Tr | 63.2K | $6.14M | 4.1% | +393 | Added |
| 8 | Ishares Tr | 22.0K | $5.45M | 3.7% | +4.4K | Added |
| 9 | Kinder Morgan Inc Del | 153.7K | $5.15M | 3.5% | +153.7K | New |
| 10 | Proshares Tr | 223.6K | $5.07M | 3.4% | +223.6K | New |
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