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Robert Buonanno

Genesis Financial Group, Llc

Assets Managed
$158.281M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-8.12%(2Q avg: -4.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Genesis Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Genesis Financial Group, 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 2026 - Q1, they manage 158.281M in assets, with a quarterly growth rate of -8.12% and a 2-quarter average growth rate of -4.06%. The portfolio is managed by Robert Buonanno, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSLA
Tesla Inc
Recent Activity
Increased 0.74%
6.21%
$9.825M
26,428 shares@ $371.75 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 3.3%
5.79%
$9.163M
62,642 shares@ $146.29 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 456.42%
4.81%
$7.611M
8,719 shares@ $872.9 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 9.2%
4.36%
$6.9M
127,665 shares@ $54.06 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -31.46%
4.13%
$6.534M
11,420 shares@ $572.14 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -14.13%
3.97%
$6.282M
30,162 shares@ $208.28 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 0.63%
3.88%
$6.138M
63,195 shares@ $97.14 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 25.23%
3.45%
$5.453M
21,989 shares@ $248.0 avg price
KMI
Kinder Morgan Inc
Recent Activity
New Position
3.26%
$5.154M
153,721 shares@ $33.53 avg price
QID
Proshares Ultrashort Qqq
Recent Activity
New Position
3.21%
$5.067M
223,590 shares@ $22.66 avg price

1-10 of 103