SEC 13F Intelligence

Genesis Private Wealth, LLC / VIG

Genesis Private Wealth, LLC’s Vanguard Specialized Funds Position

Does Genesis Private Wealth, LLC own Vanguard Specialized Funds (VIG)? Yes — 32.0K shares worth $7M (+2.17% of its 13F portfolio) as of Q1 2026, down from 32.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
32.0K
% of Portfolio
+2.17%
Quarters Held
6
currently held

Position History VIG

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.0K$7M+2.17%
Q4 202532.1K$7M+2.19%
Q3 202530.9K$7M+2.81%
Q2 202531.5K$6M+3.03%
Q1 202530.2K$6M+3.11%
Q4 202428.9K$6M+3.12%

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