Genesis Wealth Advisors, LLC EUSA Holdings History
Genesis Wealth Advisors, LLC's iShares MSCI USA Equal Weighted ETF Holding Summary
As of 2025-06-30, Genesis Wealth Advisors, LLC held 69,541.00 shares of iShares MSCI USA Equal Weighted ETF(EUSA), totaling $6.89 Mil. This investment constitutes 5.17% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.46% of the outstanding iShares MSCI USA Equal Weighted ETF(EUSA) stock.
The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 3 purchases of EUSA, at an average price of $97.63, for a total of 69,541.00 shares. Based on historical transaction data and EUSA's current price of $102.04, Genesis Wealth Advisors, LLC's estimated gain on his EUSA holdings is $306,821.12, reflecting a 4.52% gain to date.
Genesis Wealth Advisors, LLC EUSA ($102.04) Holding Chart
Genesis Wealth Advisors, LLC EUSA ($102.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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