GFG
DXYZ

Genesis Financial Group’s Destiny Tech100 DXYZ Stock Holding History

Genesis Financial Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$402K Buy
15,000
+5,000
+50% +$144K 0.25% 70
2025
Q4 		$306K Buy
+10,000
New +$268K 0.18% 84

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

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

Genesis Financial Group increased its Destiny Tech100 (DXYZ) stake by 50% in Q1 2026, buying an estimated $144K and bringing the position to 15,000 shares worth $402K. The position accounts for 0.25% of the portfolio, ranked #70.

Genesis Financial Group first reported a position in DXYZ in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Genesis Financial Group held 15,000 shares of Destiny Tech100 worth $402K as of Q1 2026.
  • Genesis Financial Group bought 5,000 Destiny Tech100 shares in Q1 2026, an estimated $144K.
  • Destiny Tech100 made up 0.25% of Genesis Financial Group's portfolio in Q1 2026, its #70 holding.
  • Genesis Financial Group first reported a position in Destiny Tech100 in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

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