Gen-Wealth Partners Inc

Position in AXP — American Express Co

CIK 2023375 ZEELAND, MI

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,667,777

+$492,341 QoQ

Shares Held

7,887

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#1,065

of 2,990 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $5,920,426 across 6 Credit Services names. AXP ranks #2 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,409	$2,885,043
2	AXP	American Express Co This page	7,887	$2,667,777
3	MA	Mastercard Inc	361	$185,409
4	CACC	Credit Acceptance Corp	239	$152,180
5	COF	Capital One Financial Corp	96	$19,259
6	SOFI	SoFi Technologies, Inc.	600	$10,758

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,667,777	7,887	+9.7%	Shares	Sole	2026-08-10
2026-03-31	$2,175,436	7,192	+15.1%	Shares	Sole	2026-05-08
2025-12-31	$2,312,557	6,251	+13.4%	Shares	Sole	2026-02-13
2025-09-30	$1,830,201	5,510	+11.8%	Shares	Sole	2025-11-14
2025-06-30	$1,571,614	4,927	+2.6%	Shares	Sole	2025-08-14
2025-03-31	$1,292,516	4,804	+6.4%	Shares	Sole	2025-05-13
2024-12-31	$1,340,600	4,517	-9.1%	Shares	Sole	2025-02-14
2024-09-30	$1,347,050	4,967	-5.6%	Shares	Sole	2024-11-13
2024-06-30	$1,218,184	5,261	-3.7%	Shares	Sole	2024-08-13
2024-03-31	$1,244,098	5,464	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.