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Generations Wealth, LLC

SEC CIK
0002070529
Latest filing
Aug 11, 2026

AXP holding history

American Express Co in every 13F filed by Generations 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)
604
Value
$204.3K
% of portfolio
0.2%
Quarters held
2
Since Q4 2025
Holdings of AXP by Generations Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026604$204.3K0.2%+604NewHolders
Q1 20260$00.0%−604−100.0%Sold outHolders
Q4 2025604$223.4K0.2%–No prior filingHolders