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Genesis Private Wealth’s US Bancorp USB Stock Holding History

Genesis Private Wealth’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$330K Buy
7,297
+800
+12% +$36.2K 0.16% 81
2025
Q1 		$274K Sell
6,497
-889
-12% -$37.5K 0.15% 96
2024
Q4 		$353K Buy
+7,386
New +$353K 0.19% 66