Gen-Wealth Partners’s American Express AXP Stock Holding History

Gen-Wealth Partners’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Buy	7,887 +695	+10%	+$223K	0.74%	33
2026 Q1	$2.18M	Buy	7,192 +941	+15%	+$316K	0.69%	42
2025 Q4	$2.31M	Buy	6,251 +741	+13%	+$265K	0.74%	35
2025 Q3	$1.83M	Buy	5,510 +583	+12%	+$185K	0.62%	40
2025 Q2	$1.57M	Buy	4,927 +123	+3%	+$34.6K	0.61%	41
2025 Q1	$1.29M	Buy	4,804 +287	+6%	+$84.8K	0.54%	47
2024 Q4	$1.34M	Sell	4,517 -450	-9%	-$129K	0.58%	39
2024 Q3	$1.36M	Sell	4,967 -294	-6%	-$73.2K	0.59%	35
2024 Q2	$1.22M	Sell	5,261 -203	-4%	-$47K	0.59%	38
2024 Q1	$1.24M	Buy	+5,464	New	+$1.13M	0.62%	37

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Gen-Wealth Partners's AXP Position: Q2 2026 in Review

Gen-Wealth Partners increased its American Express (AXP) stake by 9.7% in Q2 2026, buying an estimated $223K and bringing the position to 7,887 shares worth $2.67M. The position accounts for 0.74% of the portfolio, ranked #33.

Gen-Wealth Partners first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 1,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Gen-Wealth Partners held 7,887 shares of American Express worth $2.67M as of Q2 2026.
Gen-Wealth Partners bought 695 American Express shares in Q2 2026, an estimated $223K.
American Express made up 0.74% of Gen-Wealth Partners's portfolio in Q2 2026, its #33 holding.
Gen-Wealth Partners first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
1,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.