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Genesis Private Wealth’s Salesforce CRM Stock Holding History

Genesis Private Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,157
Closed -$311K – 158
2025
Q1 		$311K Buy
1,157
+95
+9% +$25.5K 0.16% 80
2024
Q4 		$355K Buy
+1,062
New +$355K 0.2% 64