GDS Wealth Management

Position in AXP — American Express Co

CIK 1940869 FLOWER MOUND, TX

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$26,121,694

+$4,457,169 QoQ

Shares Held

77,226

+7.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#365

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GDS Wealth Management holds $50,200,055 across 5 Credit Services names. AXP ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	77,226	$26,121,694
2	V	Visa Inc.	62,201	$21,340,541
3	SYF	Synchrony Financial	26,778	$2,036,466
4	MA	Mastercard Inc	898	$461,212
5	COF	Capital One Financial Corp	1,197	$240,142

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,121,694	77,226	+7.8%	Shares	Sole	2026-08-13
2026-03-31	$21,664,525	71,623	+5.4%	Shares	Sole	2026-04-27
2025-12-31	$25,132,183	67,934	-0.2%	Shares	Sole	2026-02-02
2025-09-30	$22,609,466	68,068	+2.2%	Shares	Sole	2025-10-31
2025-06-30	$21,242,154	66,594	+3.1%	Shares	Sole	2025-08-12
2025-03-31	$17,386,280	64,621	+3.4%	Shares	Sole	2025-05-14
2024-12-31	$18,539,877	62,468	+3.7%	Shares	Sole	2025-01-24
2024-09-30	$16,336,274	60,237	+6.1%	Shares	Sole	2024-11-04
2024-06-30	$13,146,945	56,778	+8.1%	Shares	Sole	2024-08-09
2024-03-31	$11,960,328	52,529	+11.6%	Shares	Sole	2024-04-24
2023-12-31	$8,817,906	47,069	+19.0%	Shares	Sole	2024-02-07
2023-09-30	$5,899,270	39,542	+11.3%	Shares	Sole	2023-10-19
2023-06-30	$6,191,590	35,543	+5.3%	Shares	Sole	2023-07-27
2023-03-31	$5,565,907	33,743	+3.4%	Shares	Sole	2023-05-10
2022-12-31	$4,822,412	32,639	+5.8%	Shares	Sole	2023-01-26
2022-09-30	$4,163,862	30,864	+6.0%	Shares	Sole	2022-10-20
2022-06-30	$4,035,505	29,112	+8.8%	Shares	Sole	2022-08-05
2022-03-31	$5,002,063	26,749	+4.3%	Shares	Sole	2022-08-05
2021-12-31	$4,196,503	25,651	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.