§ 13F · FUND PROFILE
Genesis Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 103Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 26K | $10M | 6.2% | +1% |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 63K | $9M | 5.8% | +3% |
| 3 | GEV | GE VERNOVA INC | 9K | $8M | 4.8% | +456% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 128K | $7M | 4.4% | +9% |
| 5 | META | META PLATFORMS INC | 11K | $7M | 4.1% | −31% |
| 6 | AMZN | AMAZON COM INC | 30K | $6M | 4.0% | −14% |
| 7 | EFA | ISHARES TR | 63K | $6M | 3.9% | +1% |
| 8 | IWM | ISHARES TR | 22K | $5M | 3.4% | +25% |
| 9 | KMI | KINDER MORGAN INC DEL | 154K | $5M | 3.3% | NEW |
| 10 | QID | PROSHARES TR | 224K | $5M | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENESIS SIGNAL
AC read
Genesis Financial Group, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed