GWA
ORC

Genesis Wealth Advisors’s Orchid Island Capital ORC Stock Holding History

Genesis Wealth Advisors’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.7K Buy
10,336
+336
+3% +$2.54K 0.05% 63
2025
Q4 		$72K Buy
+10,000
New +$72.8K 0.05% 61

Other funds holding ORC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genesis Wealth Advisors's ORC Position: Q1 2026 in Review

Genesis Wealth Advisors increased its Orchid Island Capital (ORC) stake by 3.4% in Q1 2026, buying an estimated $2.54K and bringing the position to 10,336 shares worth $72.7K. The position accounts for 0.05% of the portfolio, ranked #63.

Genesis Wealth Advisors first reported a position in ORC in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold ORC as of Q1 2026.

  • Genesis Wealth Advisors held 10,336 shares of Orchid Island Capital worth $72.7K as of Q1 2026.
  • Genesis Wealth Advisors bought 336 Orchid Island Capital shares in Q1 2026, an estimated $2.54K.
  • Orchid Island Capital made up 0.05% of Genesis Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Genesis Wealth Advisors first reported a position in Orchid Island Capital in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.