This chart displays the top 10 holdings in Genesis Private Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

The assets under management (AUM) of Genesis Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 181.436M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Andrew Lewis, and others.