Genesis Financial Group
Genesis Financial Group reported 100 stocks worth $154M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSLA (6.5%), GEV (5.4%) and PLTR (5.2%). Compared with Q1 2026, the fund opened new positions in CRCL, LLY and CNTN, added to PLTR, IWM and LIN, trimmed TSLA, GEV and AMZN and sold out of PFE, CIBR and BABA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSLA Tesla Inc | $10M | 6.5% | 24K | −2,580 (−10%) | 3 of 3 | |
| 2 |  GEV GE Vernova Inc | $8.3M | 5.4% | 7,102 | −1,617 (−19%) | 3 of 3 | |
| 3 |  PLTR Palantir Technologies Inc | $8M | 5.2% | 68K | +5,664 (+9%) | 3 of 3 | |
| 4 |  IWM Ishares TR | $7.6M | 4.9% | 25K | +3,182 (+14%) | 3 of 3 | |
| 5 |  AMZN Amazon Com Inc | $7.1M | 4.6% | 30K | −564 (−2%) | 3 of 3 | |
| 6 |  VWO Vanguard Intl Equity Index F | $6.9M | 4.5% | 116K | −11K (−9%) | 3 of 3 | |
| 7 |  META Meta Platforms Inc | $6.3M | 4.1% | 11K | −218 (−2%) | 3 of 3 | |
| 8 |  EFA Ishares TR | $6M | 3.9% | 58K | −5,529 (−9%) | 3 of 3 | |
| 9 |  LIN Linde PLC | $5.8M | 3.8% | 11K | +2,271 (+25%) | 2 of 3 | |
| 10 |  NBIS Nebius Group | $5.3M | 3.5% | 19K | −1,000 (−5%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PFE Pfizer Inc | $2.4M | 85K |
 CIBR First TR Exchange Traded FD | $1.9M | 30K |
 BABA Alibaba Group Hldg Ltd F | $1.8M | 15K |
 HOOD Robinhood Mkts Inc | $1.8M | 25K |
 AAPD Direxion Shs ETF TR | $1.6M | 115K |
🔒 Free account: see all 20.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Genesis Financial Group 13F FAQ
What does Genesis Financial Group own?
Genesis Financial Group reported 100 stocks worth $154M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSLA (6.5%), GEV (5.4%) and PLTR (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Genesis Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 27 new positions, 29 added to, 33 trimmed and 20 sold out. New positions include CRCL, LLY and CNTN. It sold all of PFE, CIBR and BABA.
When will Genesis Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Genesis Financial Group's portfolio worth?
The Q2 2026 filing reports $154M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.