Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,116,223
+$5,699,668 QoQ
Shares Held
35,315
+66.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,129
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in V 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. V ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
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 V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,116,223 | 35,315 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,416,555 | 21,230 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,570,426 | 21,586 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,333,183 | 21,481 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,880,862 | 30,646 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $8,428,913 | 24,051 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,047,958 | 25,465 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,147,875 | 25,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,248,612 | 19,997 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,450,711 | 19,531 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,453,030 | 20,945 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,987,703 | 30,380 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,947,239 | 29,254 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,966,913 | 8,724 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,533,009 | 12,192 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,155,960 | 12,136 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,790,132 | 19,250 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,955,007 | 22,343 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,804,677 | 22,171 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,642,778 | 20,843 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,778,579 | 20,437 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $6,729,626 | 31,784 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $7,724,449 | 35,315 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $4,442,733 | 22,217 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $4,493,906 | 23,264 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $3,599,098 | 22,338 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||