Joel Isaacson & Co., LLC GENI — GENIUS SPORTS LIMITED

Ownership history in Joel Isaacson & Co., LLC  ·  8 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported GENIUS SPORTS LIMITED (GENI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows GENI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GENI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joel Isaacson & Co., LLC's position in GENIUS SPORTS LIMITED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GENI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GENI stock page Joel Isaacson & Co., LLC fund profile Joel Isaacson & Co., LLC full holdings
How Joel Isaacson & Co., LLC held GENI — position size vs. price
% of Fund (quarterly)    GENI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 20,000 — 0% 0.00% $89K 2026-04-23 $4.35
2025 Q4 UNCHANGED — — — 20,000 — 0% 0.01% $220K 2026-01-30 $8.70
2025 Q3 UNCHANGED — — — 20,000 — 0% 0.01% $248K 2025-10-30 $11.20
2025 Q2 UNCHANGED — — — 20,000 — 0% 0.01% $208K 2025-07-23 $10.96
2025 Q1 UNCHANGED — — — 20,000 — 0% 0.01% $200K 2025-04-25 $10.82
2024 Q4 UNCHANGED — — — 20,000 — 0% 0.01% $173K 2025-01-28 $8.98
2024 Q3 UNCHANGED — — — 20,000 — 0% 0.01% $157K 2024-10-23 $7.31
2024 Q2 INITIATED — — — 20,000 — — 0.01% $109K 2024-07-24 $6.72

🏢 Other funds also holding GENI

As of 2026 Q1 — sorted by position size

P.A.W. CAPITAL CORP 3Y 7Y 3.26% 1492 Capital Management LLC 3Y 7Y 1.23% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.19% Clarus Group, Inc. 3Y 0.03% AMI ASSET MANAGEMENT CORP 3Y 7Y 0.03% Lake Hills Wealth Management, LLC 3Y 0.03% Canton Hathaway, LLC 3Y 7Y 0.02% Sentry LLC 0.02% NBC SECURITIES, INC. 0.02% REGATTA CAPITAL GROUP, LLC 3Y 0.01%

FAQ About Joel Isaacson & Co., LLC and GENI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joel Isaacson & Co., LLC reported owning GENI?

Joel Isaacson & Co., LLC reported GENI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported GENI position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for GENI was 0.01% in 2025 Q1.

What is the latest reported GENI position on this page?

The most recent filing on this page is 2026 Q1, when Joel Isaacson & Co., LLC reported 20,000 shares, equal to 0.00% of portfolio, with an estimated market value of $89K.

What does the chart on this GENI ownership page compare?

The chart compares Joel Isaacson & Co., LLC's quarterly GENI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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