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Gen-Wealth Partners’s Visa V Stock Holding History

Gen-Wealth Partners’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
8,409
+521
+7% +$167K 0.8% 29
2026
Q1 		$2.38M Buy
7,888
+810
+11% +$260K 0.75% 33
2025
Q4 		$2.48M Buy
7,078
+1,133
+19% +$386K 0.8% 27
2025
Q3 		$2.03M Buy
5,945
+1,063
+22% +$368K 0.69% 30
2025
Q2 		$1.73M Sell
4,882
-490
-9% -$171K 0.67% 34
2025
Q1 		$1.88M Buy
5,372
+237
+5% +$80.2K 0.79% 29
2024
Q4 		$1.62M Sell
5,135
-5
-0.1% -$1.5K 0.7% 27
2024
Q3 		$1.49M Buy
5,140
+101
+2% +$27.3K 0.65% 29
2024
Q2 		$1.32M Buy
5,039
+249
+5% +$68.2K 0.64% 34
2024
Q1 		$1.34M Buy
+4,790
New +$1.32M 0.66% 33

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Gen-Wealth Partners increased its Visa (V) stake by 6.6% in Q2 2026, buying an estimated $167K and bringing the position to 8,409 shares worth $2.89M. The position accounts for 0.8% of the portfolio, ranked #29.

Gen-Wealth Partners first reported a position in V in Q1 2024 and has held it in 10 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gen-Wealth Partners held 8,409 shares of Visa worth $2.89M as of Q2 2026.
  • Gen-Wealth Partners bought 521 Visa shares in Q2 2026, an estimated $167K.
  • Visa made up 0.8% of Gen-Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Gen-Wealth Partners first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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