Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSLATesla Inc | $10.0M | 6.5% | −9.8% |
| GEVGe Vernova Inc | $8.3M | 5.4% | −18.5% |
| PLTRPalantir Technologies Inc | $8.0M | 5.2% | +9.0% |
| IWMIshares Tr | $7.6M | 4.9% | +14.5% |
| AMZNAmazon Com Inc | $7.1M | 4.6% | −1.9% |
| VWOVanguard Intl Equity Index F | $6.9M | 4.5% | −8.8% |
| METAMeta Platforms Inc | $6.3M | 4.1% | −1.9% |
| EFAIshares Tr | $6.0M | 3.9% | −8.7% |
| Linde PLCCUSIP G54950103 | $5.8M | 3.8% | +25.3% |
| Nebius Group N.v.CUSIP N97284108 | $5.3M | 3.5% | −5.0% |
| ALABAstera Labs Inc | $4.7M | 3.1% | |
| BEBloom Energy Corp | $4.1M | 2.7% | −15.8% |
| KMIKinder Morgan Inc Del | $4.0M | 2.6% | −18.3% |
| CRCLCircle Internet Group Inc | $3.9M | 2.5% | New |
| VUGVanguard Index Fds | $3.5M | 2.2% | +1.2% |
| VTVVanguard Index Fds | $3.2M | 2.1% | +2.5% |
| UBERUber Technologies Inc | $2.8M | 1.8% | −42.5% |
| IWCIshares Tr | $2.4M | 1.6% | +6.6% |
| VBKVanguard Index Fds | $2.0M | 1.3% | +2.7% |
| VOTVanguard Index Fds | $1.9M | 1.2% | +5.1% |
| VOEVanguard Index Fds | $1.8M | 1.1% | +3.7% |
| VBRVanguard Index Fds | $1.7M | 1.1% | +3.3% |
| NVDANvidia Corporation | $1.7M | 1.1% | −32.1% |
| QQQInvesco Qqq Tr | $1.7M | 1.1% | −8.3% |
| XBISpdr Series Trust | $1.6M | 1.0% | +27.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $4.1M |
| Nebius Group N.v.CUSIP N97284108 | December 31, 2025 | +229.9% | $5.3M |
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $8.3M |
| QLDProshares Tr | December 31, 2025 | +37.4% | $1.0M |
| IWCIshares Tr | December 31, 2025 | +26.8% | $2.4M |
| XBISpdr Series Trust | March 31, 2026 | +23.9% | $1.6M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $7.6M |
| VBKVanguard Index Fds | December 31, 2025 | +21.0% | $2.0M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $1.7M |
| VBRVanguard Index Fds | December 31, 2025 | +14.7% | $1.7M |
Sold off last quarter
- PFEPfizer Inc was $2.4M
- CIBRFirst Tr Exchange-traded Fd was $1.9M
- BABAAlibaba Group Hldg Ltd was $1.8M
- HOODRobinhood Mkts Inc was $1.8M
- AAPDDirexion Shares Etf Trust was $1.6M
- AVSDirexion Shares Etf Trust was $1.3M
- BABXGraniteshares Etf Tr was $745K
- GLLProshares Tr II was $694K
- UGLProshares Tr II was $608K
- RDTLGraniteshares Etf Tr was $592K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −7.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Genesis Financial Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2097587&type=13F-HR&dateb=&owner=include&count=40CIK 2097587
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2097587/000209758726000004/Filed August 14, 2026 · accession 0002097587-26-000004