GeoWealth Management, LLC

Position in AXP — American Express Co

CIK 1593387 CHICAGO, IL

Position in AXP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,276,217

+$20,321 QoQ

Shares Held

3,773

-9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,451

of 2,990 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 7% Shared 3% None 90%

Financial Services · as of Jun 30, 2026

GeoWealth Management, LLC holds $14,463,330 across 6 Credit Services names. AXP ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	12,188	$6,259,756
2	V	Visa Inc.	17,398	$5,969,079
3	AXP	American Express Co This page	3,773	$1,276,217
4	COF	Capital One Financial Corp	3,061	$614,097
5	OMF	OneMain Holdings, Inc.	3,887	$236,990
6	WU	Western Union CO	13,921	$107,191

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,276,217	3,773	-9.1%	Shares	Other	2026-07-30
2026-03-31	$1,255,896	4,152	+4.1%	Shares	Other	2026-05-13
2025-12-31	$1,474,990	3,987	-5.2%	Shares	Other	2026-02-17
2025-09-30	$1,397,397	4,207	+1.5%	Shares	Other	2025-11-13
2025-06-30	$1,321,853	4,144	-29.9%	Shares	Other	2025-08-13
2025-03-31	$1,591,161	5,914	-20.6%	Shares	Other	2025-05-09
2024-12-31	$2,210,788	7,449	+5.2%	Shares	Other	2025-02-13
2024-09-30	$1,920,638	7,082	-8.5%	Shares	Other	2024-11-12
2024-06-30	$1,792,197	7,740	+65.6%	Shares	Other	2024-08-12
2024-03-31	$1,064,223	4,674	+276.3%	Shares	Other	2024-05-15
2023-12-31	$232,676	1,242	+546.9%	Shares	Other	2024-02-13
2023-09-30	$28,644	192	+26.3%	Shares	Other	2023-11-13
2023-06-30	$26,478	152	-1.3%	Shares	Other	2023-08-10
2023-03-31	$25,402	154	-6.7%	Shares	Other	2023-05-12
2022-12-31	$24,378	165	-10.3%	Shares	Other	2023-02-13
2022-09-30	$24,823	184	+16.5%	Shares	Other	2022-11-14
2022-06-30	$21,901	158	-25.1%	Shares	Other	2022-08-12
2022-03-31	$39,457	211	+10.5%	Shares	Other	2022-05-13
2021-12-31	$31,247	191	+42.5%	Shares	Other	2022-02-14
2021-09-30	$22,449	134	-48.5%	Shares	Other	2021-11-12
2021-06-30	$42,959	260	-8.8%	Shares	Other	2021-08-17
2021-03-31	$40,310	285	+3.6%	Shares	Other	2021-05-13
2020-12-31	$33,250	275	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.