GENESIS PRIVATE WEALTH, LLC

Position in AXP — American Express Co

CIK 1965529 ASHBURN, VA

Position in AXP

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

Position Value

$287,174

+$29,159 QoQ

Shares Held

849

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,405

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $1,837,905 across 4 Credit Services names. AXP ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	1,634	$839,222
2	V	Visa Inc.	1,178	$404,160
3	COF	Capital One Financial Corp	1,532	$307,349
4	AXP	American Express Co This page	849	$287,174

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,174	849	-0.5%	Shares	Sole	2026-07-13
2026-03-31	$258,015	853	+4.8%	Shares	Sole	2026-04-16
2025-12-31	$301,139	814	—	Shares	Sole	2026-01-08
No filing history on record for this holder in this stock.