Genesis Financial Group, LLC
•CIK: 2097587•Filing: Q4 2025
**Genesis Financial Group, LLC** manages $172M across a diversified portfolio of 101 positions. The firm exhibits significant concentration in technology and growth names, highlighted by top holdings in TSLA ($11.8M), META ($11.0M), and PLTR ($10.8M). Further allocations include substantial exposure to e-commerce and global equities via AMZN ($8.1M) and VWO ($6.3M). This positioning suggests a conviction-driven strategy targeting high-beta, market-leading technology and international value plays.
Total AUM
$172.3M
QoQ Performance
N/A
Positions
73
Top 10 Concentration
42.9%
Latest Filing
Q4 2025
Top Holdings Allocation
TSLA
META
PLTR
TSLA6.8%
META6.4%
PLTR6.3%
AMZN4.7%
VWO3.6%
EFA3.5%
GS3.2%
UBER2.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other61.9%
Consumer14.4%
Technology13.7%
Financial6.2%
Healthcare3.3%
Industrial0.4%
ETF0.2%