Genesis Wealth Advisors’s Verizon VZ Stock Holding History

Genesis Wealth Advisors’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 Q3	$214K	Buy	+4,670	New	+$220K	0.13%	67
2026 Q2	–	Sell	-5,245	Closed	-$263K	–	75
2026 Q1	$263K	Hold	5,245	–	–	0.18%	54
2025 Q4	$214K	Hold	5,245	–	–	0.15%	57
2025 Q3	$231K	Hold	5,245	–	–	0.16%	56
2025 Q2	$227K	Hold	5,245	–	–	0.17%	56
2025 Q1	$238K	Hold	5,245	–	–	0.19%	50
2024 Q4	$210K	Buy	+5,245	New	+$221K	0.18%	57
2015 Q2	$393K	Sell	8,432 -134	-2%	-$6.56K	0.32%	30
2015 Q1	$419K	Hold	8,566	–	–	0.35%	35
2014 Q4	$421K	Buy	+8,566	New	+$419K	0.33%	36

Other funds holding VZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Genesis Wealth Advisors's VZ Position: Q3 2026 in Review

Genesis Wealth Advisors opened a new position in Verizon (VZ) in Q3 2026: 4,670 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #67 among its holdings. This is a return to the name: Genesis Wealth Advisors previously reported a position in VZ as recently as Q1 2026.

Genesis Wealth Advisors first reported a position in VZ in Q4 2014 and has held it in 10 quarters since. The position peaked at $421K in Q4 2014. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

Genesis Wealth Advisors held 4,670 shares of Verizon worth $214K as of Q3 2026.
Verizon was a new Genesis Wealth Advisors position in Q3 2026.
Verizon made up 0.13% of Genesis Wealth Advisors's portfolio in Q3 2026, its #67 holding.
Genesis Wealth Advisors first reported a position in Verizon in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's Verizon position peaked at $421K in Q4 2014.
2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Genesis Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.