Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65,262
+$18,015 QoQ
Shares Held
1,842
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UPST 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. UPST ranks #8 (0.4% 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.
|
3,175 | $137,096 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
1,842 | $65,262 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,262 | 1,842 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $47,247 | 1,842 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,515 | 492 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,993 | 492 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $22,767 | 352 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $21,357 | 464 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $21,672 | 352 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $18,084 | 452 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,662 | 452 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,061 | 337 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $16,548 | 405 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $20,120 | 705 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $25,246 | 705 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,276 | 395 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,204 | 545 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,424 | 790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,485 | 1,818 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $124,908 | 1,145 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $106,515 | 704 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $68,351 | 216 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $24,980 | 200 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $4,510 | 35 | Shares | Sole | 2021-06-17 | |
| No filing history on record for this holder in this stock. | ||||||