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Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

AXP holding history

American Express Co in every 13F filed by Genesis Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
849
Value
$287.2K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of AXP by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026849$287.2K0.1%−4−0.5%ReducedHolders
Q1 2026853$258.0K0.1%+39+4.8%AddedHolders
Q4 2025814$301.1K0.1%+814NewHolders