Genesis Private Wealth
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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
Q3 		– Sell
-2,358
Closed -$205K – 190
2026
Q2 		$205K Sell
2,358
-693
-23% -$57.7K 0.06% 191
2026
Q1 		$205K Buy
+3,051
New +$218K 0.06% 179

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Geode Capital Management
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

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

Genesis Private Wealth sold out of Interactive Brokers (IBKR) in Q3 2026, closing a stake of 2,358 shares — an estimated $205K sold.

Genesis Private Wealth first reported a position in IBKR in Q1 2026 and held it in 2 quarters. The position peaked at $205K in Q2 2026. 603 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Genesis Private Wealth reported no remaining Interactive Brokers position as of Q3 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 2,358 Interactive Brokers shares in Q3 2026, an estimated $205K.
  • Genesis Private Wealth first reported a position in Interactive Brokers in Q1 2026 and held it in 2 quarters.
  • Genesis Private Wealth's Interactive Brokers position peaked at $205K in Q2 2026.
  • 603 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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