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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$262K Buy
6,098
+800
+15% +$34.4K 0.12% 110
2025
Q1 		$218K Buy
5,298
+32
+0.6% +$1.32K 0.12% 129
2024
Q4 		$228K Buy
+5,266
New +$228K 0.13% 114