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Genesis Private Wealth’s Interactive Brokers IBKR Stock Holding History

Genesis Private Wealth’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Sell
2,358
-693
-23% -$57.7K 0.06% 191
2026
Q1 		$205K Buy
+3,051
New +$218K 0.06% 179

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

Genesis Private Wealth reduced its Interactive Brokers (IBKR) stake by 23% in Q2 2026, selling an estimated $57.7K and leaving 2,358 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #191.

Genesis Private Wealth first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Genesis Private Wealth held 2,358 shares of Interactive Brokers worth $205K as of Q2 2026.
  • Genesis Private Wealth sold 693 Interactive Brokers shares in Q2 2026, an estimated $57.7K.
  • Interactive Brokers made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #191 holding.
  • Genesis Private Wealth first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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