Position in PYPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$137,096
+$16,287 QoQ
Shares Held
3,175
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,004
of 1,371 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PYPL 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. PYPL ranks #7 (0.7% of the industry book) .
| # | 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.
This page
|
3,175 | $137,096 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
1,842 | $65,262 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,096 | 3,175 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $120,809 | 2,671 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $149,861 | 2,567 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $174,288 | 2,599 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $305,306 | 4,108 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $293,820 | 4,503 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,093,254 | 36,242 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,096,386 | 39,682 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,296,711 | 39,578 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,813,914 | 42,005 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,230,165 | 36,316 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,841,623 | 48,608 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,946,062 | 44,149 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,531,839 | 33,340 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,744,249 | 38,532 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,967,052 | 46,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,492,907 | 50,013 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,522,030 | 39,101 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,355,900 | 33,704 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,900,547 | 14,990 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,083,634 | 14,010 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $4,184,133 | 17,230 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $4,046,273 | 17,277 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $2,830,730 | 14,367 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $2,489,572 | 14,289 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,499,096 | 15,658 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||