Genesee Capital Advisors
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Genesee Capital Advisors’s American Express AXP Stock Holding History

Genesee Capital Advisors’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
Q3 		$741K Sell
2,438
-70
-3% -$23.4K 0.23% 85
2026
Q2 		$848K Buy
2,508
+537
+27% +$172K 0.27% 81
2026
Q1 		$596K Sell
1,971
-8
-0.4% -$2.68K 0.25% 72
2025
Q4 		$732K Sell
1,979
-17
-0.9% -$6.08K 0.29% 69
2025
Q3 		$663K Buy
1,996
+5
+0.3% +$1.59K 0.29% 67
2025
Q2 		$635K Buy
1,991
+5
+0.3% +$1.41K 0.28% 71
2025
Q1 		$534K Sell
1,986
-25
-1% -$7.39K 0.27% 77
2024
Q4 		$597K Buy
2,011
+253
+14% +$72.7K 0.28% 71
2024
Q3 		$477K Buy
1,758
+191
+12% +$47.6K 0.23% 81
2024
Q2 		$363K Buy
+1,567
New +$363K 0.18% 84

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Genesee Capital Advisors's AXP Position: Q3 2026 in Review

Genesee Capital Advisors reduced its American Express (AXP) stake by 2.8% in Q3 2026, selling an estimated $23.4K and leaving 2,438 shares worth $741K. The position accounts for 0.23% of the portfolio, ranked #85.

Genesee Capital Advisors first reported a position in AXP in Q2 2024 and has held it in 10 quarters since. The position peaked at $848K in Q2 2026. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Genesee Capital Advisors held 2,438 shares of American Express worth $741K as of Q3 2026.
  • Genesee Capital Advisors sold 70 American Express shares in Q3 2026, an estimated $23.4K.
  • American Express made up 0.23% of Genesee Capital Advisors's portfolio in Q3 2026, its #85 holding.
  • Genesee Capital Advisors first reported a position in American Express in Q2 2024 and has held it in 10 quarters since.
  • Genesee Capital Advisors's American Express position peaked at $848K in Q2 2026.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.