Geneos Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.09M | Sell |
3,208
-41
| -1% | -$13.1K | 0.02% | 529 |
|
|
2026
Q1 | $983K | Buy |
3,249
+82
| +3% | +$27.5K | 0.02% | 515 |
|
|
2025
Q4 | $1.17M | Buy |
3,167
+30
| +1% | +$10.7K | 0.03% | 462 |
|
|
2025
Q3 | $1.04M | Sell |
3,137
-662
| -17% | -$211K | 0.03% | 477 |
|
|
2025
Q2 | $1.21M | Sell |
3,799
-18,224
| -83% | -$5.13M | 0.03% | 487 |
|
|
2025
Q1 | $5.93M | Buy |
22,023
+15,821
| +255% | +$4.68M | 0.09% | 276 |
|
|
2024
Q4 | $1.84M | Buy |
6,202
+313
| +5% | +$89.9K | 0.06% | 302 |
|
|
2024
Q3 | $1.6M | Buy |
5,889
+406
| +7% | +$101K | 0.06% | 318 |
|
|
2024
Q2 | $1.27M | Buy |
5,483
+3,262
| +147% | +$755K | 0.06% | 319 |
|
|
2024
Q1 | $506K | Buy |
2,221
+102
| +5% | +$21.1K | 0.02% | 486 |
|
|
2023
Q4 | $397K | Sell |
2,119
-569
| -21% | -$91.6K | 0.02% | 531 |
|
|
2023
Q3 | $401K | Buy |
2,688
+396
| +17% | +$64.8K | 0.02% | 508 |
|
|
2023
Q2 | $399K | Sell |
2,292
-2,354
| -51% | -$380K | 0.02% | 503 |
|
|
2023
Q1 | $766K | Sell |
4,646
-939
| -17% | -$156K | 0.05% | 351 |
|
|
2022
Q4 | $825K | Buy |
5,585
+730
| +15% | +$108K | 0.05% | 307 |
|
|
2022
Q3 | $655K | Sell |
4,855
-8,652
| -64% | -$1.31M | 0.05% | 332 |
|
|
2022
Q2 | $1.9M | Buy |
13,507
+5,884
| +77% | +$972K | 0.09% | 218 |
|
|
2022
Q1 | $1.43M | Buy |
7,623
+203
| +3% | +$36.7K | 0.06% | 274 |
|
|
2021
Q4 | $1.21M | Sell |
7,420
-609
| -8% | -$104K | 0.05% | 348 |
|
|
2021
Q3 | $1.4M | Buy |
8,029
+36
| +0.5% | +$6.02K | 0.05% | 309 |
|
|
2021
Q2 | $1.35M | Sell |
7,993
-438
| -5% | -$68.6K | 0.05% | 298 |
|
|
2021
Q1 | $1.29M | Sell |
8,431
-52
| -0.6% | -$6.87K | 0.04% | 359 |
|
|
2020
Q4 | $1.12M | Sell |
8,483
-14,206
| -63% | -$1.57M | 0.05% | 319 |
|
|
2020
Q3 | $2.19M | Buy |
22,689
+1,451
| +7% | +$143K | 0.11% | 187 |
|
|
2020
Q2 | $1.98M | Buy |
21,238
+2,108
| +11% | +$194K | 0.11% | 192 |
|
|
2020
Q1 | $1.7M | Sell |
19,130
-1,900
| -9% | -$221K | 0.11% | 184 |
|
|
2019
Q4 | $2.63M | Buy |
21,030
+2,603
| +14% | +$311K | 0.14% | 172 |
|
|
2019
Q3 | $2.19M | Buy |
18,427
+3,194
| +21% | +$392K | 0.13% | 172 |
|
|
2019
Q2 | $1.89M | Buy |
15,233
+2,509
| +20% | +$295K | 0.12% | 182 |
|
|
2019
Q1 | $1.39M | Buy |
12,724
+3,199
| +34% | +$336K | 0.09% | 219 |
|
|
2018
Q4 | $909K | Buy |
9,525
+2,097
| +28% | +$219K | 0.07% | 264 |
|
|
2018
Q3 | $791K | Buy |
7,428
+322
| +5% | +$33.5K | 0.05% | 304 |
|
|
2018
Q2 | $696K | Sell |
7,106
-173
| -2% | -$17K | 0.05% | 275 |
|
|
2018
Q1 | $679K | Buy |
7,279
+75
| +1% | +$7.26K | 0.06% | 260 |
|
|
2017
Q4 | $715K | Buy |
7,204
+350
| +5% | +$33.3K | 0.06% | 264 |
|
|
2017
Q3 | $620K | Buy |
6,854
+121
| +2% | +$10.4K | 0.06% | 266 |
|
|
2017
Q2 | $567K | Sell |
6,733
-58
| -0.9% | -$4.59K | 0.06% | 268 |
|
|
2017
Q1 | $537K | Buy |
6,791
+478
| +8% | +$37.4K | 0.06% | 259 |
|
|
2016
Q4 | $467K | Sell |
6,313
-249
| -4% | -$17.2K | 0.06% | 260 |
|
|
2016
Q3 | $420K | Buy |
6,562
+1,109
| +20% | +$71.2K | 0.06% | 280 |
|
|
2016
Q2 | $330K | Buy |
5,453
+52
| +1% | +$3.29K | 0.05% | 321 |
|
|
2016
Q1 | $330K | Buy |
+5,401
| New | +$314K | 0.05% | 316 |
|
Other funds holding AXP
Geneos Wealth Management's AXP Position: Q2 2026 in Review
Geneos Wealth Management reduced its American Express (AXP) stake by 1.3% in Q2 2026, selling an estimated $13.1K and leaving 3,208 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #529.
Geneos Wealth Management first reported a position in AXP in Q1 2016 and has held it in 42 quarters since. The position peaked at $5.93M in Q1 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Geneos Wealth Management held 3,208 shares of American Express worth $1.09M as of Q2 2026.
- Geneos Wealth Management sold 41 American Express shares in Q2 2026, an estimated $13.1K.
- American Express made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #529 holding.
- Geneos Wealth Management first reported a position in American Express in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's American Express position peaked at $5.93M in Q1 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.