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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
Q2 		$1.31M Sell
3,480
-1,883
-35% -$755K 0.86% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Genesis Financial Group's AVGO Position: Q2 2026 in Review

Genesis Financial Group reduced its Broadcom (AVGO) stake by 35% in Q2 2026, selling an estimated $755K and leaving 3,480 shares worth $1.31M. The position accounts for 0.86% of the portfolio, ranked #30.

Genesis Financial Group first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96M in Q4 2025. 4,852 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Genesis Financial Group held 3,480 shares of Broadcom worth $1.31M as of Q2 2026.
  • Genesis Financial Group sold 1,883 Broadcom shares in Q2 2026, an estimated $755K.
  • Broadcom made up 0.86% of Genesis Financial Group's portfolio in Q2 2026, its #30 holding.
  • Genesis Financial Group first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Genesis Financial Group's Broadcom position peaked at $2.96M in Q4 2025.
  • 4,852 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.