Gateway Wealth Partners, LLC

Position in AXP — American Express Co

CIK 1966037 APPLETON, WI

Position in AXP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,870,522

-$771,338 QoQ

Shares Held

5,530

-36.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,220

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $6,353,721 across 5 Credit Services names. AXP ranks #1 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	5,530	$1,870,522
2	V	Visa Inc.	4,355	$1,494,156
3	SYF	Synchrony Financial	18,524	$1,408,750
4	MA	Mastercard Inc	2,673	$1,372,852
5	COF	Capital One Financial Corp	1,034	$207,441

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,870,522	5,530	-36.7%	Shares	Sole	2026-08-04
2026-03-31	$2,641,860	8,734	+524.3%	Shares	Sole	2026-05-15
2025-12-31	$517,560	1,399	+21.7%	Shares	Sole	2026-02-11
2025-09-30	$381,984	1,150	+6.1%	Shares	Sole	2025-11-06
2025-06-30	$345,774	1,084	-1.2%	Shares	Sole	2025-08-13
2025-03-31	$295,147	1,097	0.0%	Shares	Sole	2025-05-01
2024-12-31	$325,578	1,097	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.