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 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Genesis Wealth Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,245 shares — an estimated $263K sold.

Genesis Wealth Advisors first reported a position in VZ in Q4 2014 and held it in 9 quarters. The position peaked at $421K in Q4 2014. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Genesis Wealth Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Genesis Wealth Advisors sold 5,245 Verizon shares in Q2 2026, an estimated $263K.
Genesis Wealth Advisors first reported a position in Verizon in Q4 2014 and held it in 9 quarters.
Genesis Wealth Advisors's Verizon position peaked at $421K in Q4 2014.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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