account_balance
Investment manager · 13F filer · SEC CIK 2097587
Genesis Financial Group, LLC
Reported value$154Mas of Jun 30, 2026
Positions100 27 new, 20 sold out
Top 10 weight46.4%TSLA alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSLATesla Inc
6.5%Trimmed −10%
GEVGe Vernova Inc
5.4%Trimmed −19%
PLTRPalantir Technologies Inc
5.2%Added +9%
IWMiShares Tr
4.9%Added +14%
AMZNAmazon Com Inc
4.6%
VWOVanguard Intl Equity Index F
4.5%Trimmed −9%
METAMeta Platforms Inc
4.1%
EFAiShares Tr
3.9%Trimmed −9%
LINLinde PLC
3.8%Added +25%
NBISNebius Group N.v.
3.5%Trimmed −5%
ALABAstera Labs Inc
3.1%
BE2.7%TSLATesla Inc
6.5%Trimmed −10%
GEV5.4%PLTR5.2%IWMiShares Tr
4.9%Added +14%
AMZNAmazon Com Inc
4.6%
VWOVanguard Intl Equity Index F
4.5%Trimmed −9%
EFA3.9%
LIN3.8%NBIS3.5%ALAB3.1%BE2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSLA Tesla Inc 6.5% Trimmed −10%GEV Ge Vernova Inc 5.4% Trimmed −19%PLTR Palantir Technologies Inc 5.2% Added +9%
IWM iShares Tr 4.9% Added +14%
AMZN Amazon Com Inc 4.6% HeldVWO Vanguard Intl Equity Index F 4.5% Trimmed −9%
META Meta Platforms Inc 4.1% HeldEFA iShares Tr 3.9% Trimmed −9%
LIN Linde PLC 3.8% Added +25%NBIS Nebius Group N.v. 3.5% Trimmed −5%ALAB Astera Labs Inc 3.1% HeldBE Bloom Energy Corp 2.7% Trimmed −16%What changed