Genesis Private Wealth, Llc Investment Activity in Q2 2026

Genesis Private Wealth, Llc has continued to strategically adjust its portfolio holdings throughout Q2 2026. The investment firm's activities are clearly documented through changes observed in specific securities and sector allocations.

The most notable purchases during this quarter appear to be concentrated within exchange-traded funds (ETFs). Genesis significantly increased its position in the ISHARES TR (IWF) ETF by acquiring an additional 96,687 shares. This substantial increase also resulted in a portfolio percentage allocation rise for IWF from previous levels.

Other significant additions include the Capital Group Growth ETF (CGGR), where Genesis acquired 15,385 more shares, boosting its allocation to approximately Capital Group GROWTH ETF. Similarly, the firm increased its stake in FIDELITY MERRIMACK STR TR (FBND) by acquiring 15,465 more shares. Genesis also added to Vanguard INDEX FDS (VO), increasing its allocation significantly.

Looking at sector movements, Genesis appears to have maintained a diversified approach despite the substantial changes in individual holdings. The firm's largest position remains concentrated in 'Unknown' allocations, which still represents over 86% of the portfolio value as of June 30th according to available data. However, there are indications of interest shifts across other sectors.

Genesis notably reduced its holding in HARBOR ETF TRUST (HGER) by selling approximately 10,001 shares during Q2, resulting in a nearly 18% decrease in portfolio allocation for this security. This sale represents one of the few significant exits observed during the quarter.

Furthermore, Genesis established new positions with several ETFs including VANGUARD INDEX FDS (VO) and SCHWAB STRATEGIC TR (SCHF). The firm also increased its holdings in J P MORGAN EXCHANGE TRADED FUND (JTEK), ISHARES TR HDV (HDV), and KLAC, though the specific impact of these purchases on overall portfolio allocation isn't detailed here.