SEC 13F Intelligence

Genesis Wealth Advisors, LLC / VFQY

Genesis Wealth Advisors, LLC’s Vanguard Wellington Fd Position

Does Genesis Wealth Advisors, LLC own Vanguard Wellington Fd (VFQY)? Yes — 59.4K shares worth $9M (+5.92% of its 13F portfolio) as of Q1 2026, up from 57.0K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
59.4K
% of Portfolio
+5.92%
Quarters Held
6
currently held

Position History VFQY

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.4K$9M+5.92%
Q4 202557.0K$9M+5.99%
Q3 202555.9K$8M+5.94%
Q2 202555.1K$8M+5.94%
Q1 202552.1K$7M+5.64%
Q4 202449.0K$7M+6.02%

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 VFQY.