Genesis Financial Group, LLC - Portfolio overview

Genesis Financial Group, LLC has 91 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. TSLA - TESLA INC, 6.62%
2. PLTR - PALANTIR TECHNOLOGIES INC, 6.17%
3. GEV - GE VERNOVA INC, 5.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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