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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gen-Wealth Partners's V Position: Q1 2026 in Review

Gen-Wealth Partners increased its Visa (V) stake by 11% in Q1 2026, buying an estimated $260K and bringing the position to 7,888 shares worth $2.38M. The position accounts for 0.75% of the portfolio, ranked #33.

Gen-Wealth Partners first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.48M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Gen-Wealth Partners held 7,888 shares of Visa worth $2.38M as of Q1 2026.
Gen-Wealth Partners bought 810 Visa shares in Q1 2026, an estimated $260K.
Visa made up 0.75% of Gen-Wealth Partners's portfolio in Q1 2026, its #33 holding.
Gen-Wealth Partners first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Visa position peaked at $2.48M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.