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Genesis Private Wealth’s Citigroup C Stock Holding History

Genesis Private Wealth’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Sell
1,615
-402
-20% -$52.3K 0.06% 175
2026
Q1 		$229K Sell
2,017
-57
-3% -$6.49K 0.07% 166
2025
Q4 		$242K Sell
2,074
-106
-5% -$11K 0.08% 152
2025
Q3 		$221K Sell
2,180
-392
-15% -$37.2K 0.09% 141
2025
Q2 		$219K Buy
+2,572
New +$186K 0.1% 138

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Genesis Private Wealth reduced its Citigroup (C) stake by 20% in Q2 2026, selling an estimated $52.3K and leaving 1,615 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #175.

Genesis Private Wealth first reported a position in C in Q2 2025 and has held it in 5 quarters since. The position peaked at $242K in Q4 2025. 559 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Genesis Private Wealth held 1,615 shares of Citigroup worth $226K as of Q2 2026.
  • Genesis Private Wealth sold 402 Citigroup shares in Q2 2026, an estimated $52.3K.
  • Citigroup made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #175 holding.
  • Genesis Private Wealth first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • Genesis Private Wealth's Citigroup position peaked at $242K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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