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Genesis Private Wealth’s Broadcom AVGO Stock Holding History

Genesis Private Wealth’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
4,390
+268
+7% +$107K 0.47% 49
2026
Q1 		$1.28M Buy
4,122
+30
+0.7% +$9.87K 0.4% 55
2025
Q4 		$1.42M Buy
4,092
+593
+17% +$212K 0.44% 50
2025
Q3 		$1.15M Buy
3,499
+109
+3% +$33.4K 0.49% 39
2025
Q2 		$935K Buy
3,390
+848
+33% +$184K 0.44% 37
2025
Q1 		$426K Buy
2,542
+353
+16% +$74.7K 0.23% 57
2024
Q4 		$508K Buy
+2,189
New +$405K 0.28% 48

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Genesis Private Wealth's AVGO Position: Q2 2026 in Review

Genesis Private Wealth increased its Broadcom (AVGO) stake by 6.5% in Q2 2026, buying an estimated $107K and bringing the position to 4,390 shares worth $1.66M. The position accounts for 0.47% of the portfolio, ranked #49.

Genesis Private Wealth first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Genesis Private Wealth held 4,390 shares of Broadcom worth $1.66M as of Q2 2026.
  • Genesis Private Wealth bought 268 Broadcom shares in Q2 2026, an estimated $107K.
  • Broadcom made up 0.47% of Genesis Private Wealth's portfolio in Q2 2026, its #49 holding.
  • Genesis Private Wealth first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.