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Genesis Financial Group’s Amazon AMZN Stock Holding History

Genesis Financial Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.28M Sell
30,162
-4,964
-14% -$1.09M 3.97% 6
2025
Q4 		$8.11M Buy
+35,126
New +$8.04M 4.71% 4

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Genesis Financial Group's AMZN Position: Q1 2026 in Review

Genesis Financial Group reduced its Amazon (AMZN) stake by 14% in Q1 2026, selling an estimated $1.09M and leaving 30,162 shares worth $6.28M. The position accounts for 3.97% of the portfolio, ranked #6.

Genesis Financial Group first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.11M in Q4 2025. 5,991 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Genesis Financial Group held 30,162 shares of Amazon worth $6.28M as of Q1 2026.
  • Genesis Financial Group sold 4,964 Amazon shares in Q1 2026, an estimated $1.09M.
  • Amazon made up 3.97% of Genesis Financial Group's portfolio in Q1 2026, its #6 holding.
  • Genesis Financial Group first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's Amazon position peaked at $8.11M in Q4 2025.
  • 5,991 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.