Genesis Private Wealth’s Verizon VZ Stock Holding History

Genesis Private Wealth’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Buy	7,684 +1,787	+30%	+$83.8K	0.09%	119
2026 Q1	$296K	Buy	+5,897	New	+$273K	0.09%	126
2025 Q4	–	Sell	-7,404	Closed	-$325K	–	197
2025 Q3	$325K	Buy	7,404 +1,173	+19%	+$50.8K	0.14%	89
2025 Q2	$270K	Buy	6,231 +8	+0.1%	+$346	0.13%	106
2025 Q1	$282K	Sell	6,223 -747	-11%	-$31.1K	0.15%	90
2024 Q4	$279K	Buy	+6,970	New	+$294K	0.15%	85

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Genesis Private Wealth increased its Verizon (VZ) stake by 30% in Q2 2026, buying an estimated $83.8K and bringing the position to 7,684 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #119.

Genesis Private Wealth first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $325K in Q3 2025. 741 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Genesis Private Wealth held 7,684 shares of Verizon worth $325K as of Q2 2026.
Genesis Private Wealth bought 1,787 Verizon shares in Q2 2026, an estimated $83.8K.
Verizon made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #119 holding.
Genesis Private Wealth first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
Genesis Private Wealth's Verizon position peaked at $325K in Q3 2025.
741 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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