Genesis Wealth Advisors, LLC SPY Holdings History
Genesis Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Genesis Wealth Advisors, LLC held 30,967.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $17.32 Mil. This investment constitutes 14.03% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Genesis Wealth Advisors, LLC has made 2 purchases of SPY, at an average price of $398.64, for a total of 30,967.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and SPY's current price of $625.34, Genesis Wealth Advisors, LLC's estimated gain on his SPY holdings is $7.02 Mil, reflecting a 56.87% gain to date.
Genesis Wealth Advisors, LLC SPY ($625.34) Holding Chart
Genesis Wealth Advisors, LLC SPY ($625.34) 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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