Position in FCFS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$28,952
+$27,550 QoQ
Shares Held
154
+1300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
4 quarters on record
Common Shares in FCFS Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $18,622,694 across 12 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
35,315 | $12,116,223 | |
| 2 | MA |
Mastercard Inc
|
6,258 | $3,214,108 | |
| 3 | AXP |
American Express Co
|
3,208 | $1,085,106 | |
| 4 | COF |
Capital One Financial Corp
|
4,595 | $921,848 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
9,372 | $764,286 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
9,325 | $167,197 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
3,175 | $137,096 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
1,842 | $65,262 |
All Filings in FCFS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,952 | 154 | Shares | Sole | 2026-05-05 | |
| 2024-03-31 | $1,402 | 11 | Shares | Sole | 2024-05-03 | |
| 2022-06-30 | $2,919 | 42 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,954 | 42 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||