Genesis Financial Group’s Blackstone BX Stock Holding History

Genesis Financial Group’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,360	Closed	-$210K	–	105
2025 Q4	$210K	Buy	+1,360	New	+$207K	0.12%	96

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Genesis Financial Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,360 shares — an estimated $210K sold.

Genesis Financial Group first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Genesis Financial Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Genesis Financial Group sold 1,360 Blackstone shares in Q1 2026, an estimated $210K.
Genesis Financial Group first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
Genesis Financial Group's Blackstone position peaked at $210K in Q4 2025.
2,127 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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