Genesis Wealth Advisors’s Amazon AMZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$804K	Buy	3,372 +840	+33%	+$211K	0.48%	22
2026 Q1	$527K	Hold	2,532	–	–	0.35%	32
2025 Q4	$584K	Hold	2,532	–	–	0.4%	30
2025 Q3	$556K	Buy	2,532 +115	+5%	+$26K	0.39%	32
2025 Q2	$530K	Buy	2,417 +257	+12%	+$50.9K	0.4%	31
2025 Q1	$411K	Hold	2,160	–	–	0.33%	36
2024 Q4	$474K	Buy	+2,160	New	+$442K	0.41%	35
2015 Q2	$12.2K	Hold	560	–	–	0.01%	329
2015 Q1	$10.4K	Hold	560	–	–	0.01%	342
2014 Q4	$10.8K	Buy	+560	New	+$8.72K	0.01%	368

Other funds holding AMZN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Genesis Wealth Advisors increased its Amazon (AMZN) stake by 33% in Q2 2026, buying an estimated $211K and bringing the position to 3,372 shares worth $804K. The position accounts for 0.48% of the portfolio, ranked #22.

Genesis Wealth Advisors first reported a position in AMZN in Q4 2014 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Genesis Wealth Advisors held 3,372 shares of Amazon worth $804K as of Q2 2026.
Genesis Wealth Advisors bought 840 Amazon shares in Q2 2026, an estimated $211K.
Amazon made up 0.48% of Genesis Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Genesis Wealth Advisors first reported a position in Amazon in Q4 2014 and has held it in 10 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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