Genesis Private Wealth’s Affiliated Managers Group AMG Stock Holding History

Genesis Private Wealth’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$205K	Buy	+562	New	+$204K	0.06%	176

Other funds holding AMG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Genesis Private Wealth's AMG Position: Q3 2026 in Review

Genesis Private Wealth opened a new position in Affiliated Managers Group (AMG) in Q3 2026: 562 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #176 among its holdings.

242 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Genesis Private Wealth held 562 shares of Affiliated Managers Group worth $205K as of Q3 2026.
Affiliated Managers Group was a new Genesis Private Wealth position in Q3 2026.
Affiliated Managers Group made up 0.06% of Genesis Private Wealth's portfolio in Q3 2026, its #176 holding.
242 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.