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Genesis Private Wealth’s Visa V Stock Holding History

Genesis Private Wealth’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$577K Buy
1,625
+69
+4% +$24.5K 0.27% 49
2025
Q1 		$545K Buy
1,556
+114
+8% +$40K 0.29% 44
2024
Q4 		$456K Buy
+1,442
New +$456K 0.25% 54