Genesis Private Wealth
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Genesis Private Wealth’s O'Reilly Automotive ORLY Stock Holding History

Genesis Private Wealth’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,896
Closed -$267K – 198
2026
Q2 		$267K Sell
2,896
-72
-2% -$6.57K 0.08% 151
2026
Q1 		$274K Sell
2,968
-90
-3% -$8.44K 0.09% 140
2025
Q4 		$279K Sell
3,058
-32
-1% -$3.13K 0.09% 133
2025
Q3 		$333K Sell
3,090
-30
-1% -$3.02K 0.14% 85
2025
Q2 		$281K Buy
+3,120
New +$284K 0.13% 98

Other funds holding ORLY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

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

Genesis Private Wealth sold out of O'Reilly Automotive (ORLY) in Q3 2026, closing a stake of 2,896 shares — an estimated $267K sold.

Genesis Private Wealth first reported a position in ORLY in Q2 2025 and held it in 5 quarters. The position peaked at $333K in Q3 2025. 829 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Genesis Private Wealth reported no remaining O'Reilly Automotive position as of Q3 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 2,896 O'Reilly Automotive shares in Q3 2026, an estimated $267K.
  • Genesis Private Wealth first reported a position in O'Reilly Automotive in Q2 2025 and held it in 5 quarters.
  • Genesis Private Wealth's O'Reilly Automotive position peaked at $333K in Q3 2025.
  • 829 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

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