Genesis Wealth Advisors’s American Coastal Insurance ACIC Stock Holding History

Genesis Wealth Advisors’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,046	Closed	-$113K	–	73
2026 Q1	$113K	Hold	10,046	–	–	0.08%	62
2025 Q4	$127K	Hold	10,046	–	–	0.09%	60
2025 Q3	$114K	Sell	10,046 -2,020	-17%	-$22K	0.08%	62
2025 Q2	$134K	Hold	12,066	–	–	0.1%	61
2025 Q1	$140K	Hold	12,066	–	–	0.11%	60
2024 Q4	$162K	Buy	+12,066	New	+$151K	0.14%	61

Other funds holding ACIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Genesis Wealth Advisors's ACIC Position: Q2 2026 in Review

Genesis Wealth Advisors sold out of American Coastal Insurance (ACIC) in Q2 2026, closing a stake of 10,046 shares — an estimated $113K sold.

Genesis Wealth Advisors first reported a position in ACIC in Q4 2024 and held it in 6 quarters. The position peaked at $162K in Q4 2024. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

Genesis Wealth Advisors reported no remaining American Coastal Insurance position as of Q2 2026 after selling out during the quarter.
Genesis Wealth Advisors sold 10,046 American Coastal Insurance shares in Q2 2026, an estimated $113K.
Genesis Wealth Advisors first reported a position in American Coastal Insurance in Q4 2024 and held it in 6 quarters.
Genesis Wealth Advisors's American Coastal Insurance position peaked at $162K in Q4 2024.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.