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Genesis Private Wealth’s Truist Financial TFC Stock Holding History

Genesis Private Wealth’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,226
Closed -$286K – 201
2026
Q1 		$286K Sell
6,226
-1,190
-16% -$58.8K 0.09% 130
2025
Q4 		$365K Buy
7,416
+150
+2% +$6.91K 0.11% 105
2025
Q3 		$332K Buy
7,266
+1,168
+19% +$52.7K 0.14% 86
2025
Q2 		$262K Buy
6,098
+800
+15% +$31.3K 0.12% 110
2025
Q1 		$218K Buy
5,298
+32
+0.6% +$1.43K 0.12% 129
2024
Q4 		$228K Buy
+5,266
New +$235K 0.13% 114

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Genesis Private Wealth sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 6,226 shares — an estimated $286K sold.

Genesis Private Wealth first reported a position in TFC in Q4 2024 and held it in 6 quarters. The position peaked at $365K in Q4 2025. 354 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Genesis Private Wealth reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 6,226 Truist Financial shares in Q2 2026, an estimated $286K.
  • Genesis Private Wealth first reported a position in Truist Financial in Q4 2024 and held it in 6 quarters.
  • Genesis Private Wealth's Truist Financial position peaked at $365K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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