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Genesis Financial Group’s VanEck BDC Income ETF BIZD Stock Holding History

Genesis Financial Group’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$369K Sell
28,799
-475
-2% -$6.4K 0.23% 75
2025
Q4 		$415K Buy
+29,274
New +$420K 0.24% 73

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Genesis Financial Group reduced its VanEck BDC Income ETF (BIZD) stake by 1.6% in Q1 2026, selling an estimated $6.4K and leaving 28,799 shares worth $369K. The position accounts for 0.23% of the portfolio, ranked #75.

Genesis Financial Group first reported a position in BIZD in Q4 2025 and has held it in 2 quarters since. The position peaked at $415K in Q4 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Genesis Financial Group held 28,799 shares of VanEck BDC Income ETF worth $369K as of Q1 2026.
  • Genesis Financial Group sold 475 VanEck BDC Income ETF shares in Q1 2026, an estimated $6.4K.
  • VanEck BDC Income ETF made up 0.23% of Genesis Financial Group's portfolio in Q1 2026, its #75 holding.
  • Genesis Financial Group first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's VanEck BDC Income ETF position peaked at $415K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

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