GIM
V icon

Generate Investment Management’s Visa V Stock Holding History

Generate Investment Management’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 		$25.7M Sell
84,937
-41,697
-33% -$13.4M 1.26% 20
2025
Q4 		$44.4M Buy
126,634
+47,762
+61% +$16.3M 2.03% 11
2025
Q3 		$26.9M Buy
78,872
+50,345
+176% +$17.4M 1.37% 23
2025
Q2 		$10.1M Buy
+28,527
New +$9.94M 0.56% 49
2025
Q1 		– Sell
-49,845
Closed -$15.8M – 95
2024
Q4 		$15.8M Sell
49,845
-20,079
-29% -$6.04M 1.1% 33
2024
Q3 		$19.2M Sell
69,924
-30,755
-31% -$8.31M 1.28% 29
2024
Q2 		$26.4M Sell
100,679
-1,760
-2% -$482K 1.92% 16
2024
Q1 		$28.6M Sell
102,439
-19,767
-16% -$5.46M 2.24% 14
2023
Q4 		$31.8M Buy
+122,206
New +$30.1M 2.75% 8

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return