Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-809
Closed -$246K 171
2025
Q2
$246K Sell
809
-134
-14% -$38.4K 0.12% 123
2025
Q1
$253K Sell
943
-506
-35% -$138K 0.13% 104
2024
Q4
$357K Buy
+1,449
New +$345K 0.2% 63

Other funds holding SAP

Genesis Private Wealth's SAP Position: Q3 2025 in Review

Genesis Private Wealth sold out of SAP (SAP) in Q3 2025, closing a stake of 809 shares — an estimated $246K sold.

Genesis Private Wealth first reported a position in SAP in Q4 2024 and held it in 3 quarters. The position peaked at $357K in Q4 2024. 928 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • Genesis Private Wealth reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 809 SAP shares in Q3 2025, an estimated $246K.
  • Genesis Private Wealth first reported a position in SAP in Q4 2024 and held it in 3 quarters.
  • Genesis Private Wealth's SAP position peaked at $357K in Q4 2024.
  • 928 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on Genesis Private Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.