Genesis Financial Group’s ProShares UltraShort S&P500 SDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50,800	Closed	-$3.48M	–	118
2025 Q4	$3.48M	Buy	+50,800	New	+$3.59M	2.02%	13

Other funds holding SDS

RAM

Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Genesis Financial Group sold out of ProShares UltraShort S&P500 (SDS) in Q1 2026, closing a stake of 50,800 shares — an estimated $3.48M sold.

Genesis Financial Group first reported a position in SDS in Q4 2025 and held it in 1 quarter. The position peaked at $3.48M in Q4 2025. 55 funds tracked by Wall St. Rank hold SDS as of Q1 2026.

Genesis Financial Group reported no remaining ProShares UltraShort S&P500 position as of Q1 2026 after selling out during the quarter.
Genesis Financial Group sold 50,800 ProShares UltraShort S&P500 shares in Q1 2026, an estimated $3.48M.
Genesis Financial Group first reported a position in ProShares UltraShort S&P500 in Q4 2025 and held it in 1 quarter.
Genesis Financial Group's ProShares UltraShort S&P500 position peaked at $3.48M in Q4 2025.
55 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2026.

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