GFG
AVGO icon

Genesis Financial Group’s Broadcom AVGO Stock Holding History

Genesis Financial Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Sell
5,363
-3,200
-37% -$1.05M 1.05% 28
2025
Q4 		$2.96M Buy
+8,563
New +$3.06M 1.72% 19

Other funds holding AVGO

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Genesis Financial Group reduced its Broadcom (AVGO) stake by 37% in Q1 2026, selling an estimated $1.05M and leaving 5,363 shares worth $1.66M. The position accounts for 1.05% of the portfolio, ranked #28.

Genesis Financial Group first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.96M in Q4 2025. 4,669 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Genesis Financial Group held 5,363 shares of Broadcom worth $1.66M as of Q1 2026.
  • Genesis Financial Group sold 3,200 Broadcom shares in Q1 2026, an estimated $1.05M.
  • Broadcom made up 1.05% of Genesis Financial Group's portfolio in Q1 2026, its #28 holding.
  • Genesis Financial Group first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's Broadcom position peaked at $2.96M in Q4 2025.
  • 4,669 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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