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Genesis Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Genesis Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-441
Closed -$277K – 121
2025
Q4 		$277K Buy
+441
New +$274K 0.16% 87

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Genesis Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 441 shares — an estimated $277K sold.

Genesis Financial Group first reported a position in VOO in Q4 2025 and held it in 1 quarter. The position peaked at $277K in Q4 2025. 3,840 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Genesis Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Genesis Financial Group sold 441 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $277K.
  • Genesis Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Genesis Financial Group's Vanguard S&P 500 ETF position peaked at $277K in Q4 2025.
  • 3,840 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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