SEC 13F Intelligence

Genesis Wealth Advisors, LLC / BND

Genesis Wealth Advisors, LLC’s Vanguard Bd Index Fds Position

Does Genesis Wealth Advisors, LLC own Vanguard Bd Index Fds (BND)? Yes — 100.9K shares worth $7M (+4.96% of its 13F portfolio) as of Q1 2026, up from 95.8K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
100.9K
% of Portfolio
+4.96%
Quarters Held
6
currently held

Position History BND

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.9K$7M+4.96%
Q4 202595.8K$7M+4.86%
Q3 202593.9K$7M+4.92%
Q2 202594.4K$7M+5.21%
Q1 202587.3K$6M+5.19%
Q4 202442.5K$3M+2.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of BND.