Genesis Financial Group’s Shopify SHOP Stock Holding History

Genesis Financial Group’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Hold	10,800	–	–	0.81%	37
2025 Q4	$1.74M	Buy	+10,800	New	+$1.73M	1.01%	29

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Genesis Financial Group's SHOP Position: Q1 2026 in Review

Genesis Financial Group held its Shopify (SHOP) position steady in Q1 2026 at 10,800 shares worth $1.28M. The position accounts for 0.81% of the portfolio, ranked #37.

Genesis Financial Group first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.74M in Q4 2025. 1,729 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Genesis Financial Group held 10,800 shares of Shopify worth $1.28M as of Q1 2026.
Genesis Financial Group left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.81% of Genesis Financial Group's portfolio in Q1 2026, its #37 holding.
Genesis Financial Group first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
Genesis Financial Group's Shopify position peaked at $1.74M in Q4 2025.
1,729 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.