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Genesis Financial Group’s Visa V Stock Holding History

Genesis Financial Group’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 		$1.66M Sell
5,494
-4,345
-44% -$1.4M 1.05% 27
2025
Q4 		$3.45M Buy
+9,839
New +$3.35M 2% 14

Other funds holding V

BlackRock
BlackRock New York $5.72T 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

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

Genesis Financial Group reduced its Visa (V) stake by 44% in Q1 2026, selling an estimated $1.4M and leaving 5,494 shares worth $1.66M. The position accounts for 1.05% of the portfolio, ranked #27.

Genesis Financial Group first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.45M in Q4 2025. 4,455 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Genesis Financial Group held 5,494 shares of Visa worth $1.66M as of Q1 2026.
  • Genesis Financial Group sold 4,345 Visa shares in Q1 2026, an estimated $1.4M.
  • Visa made up 1.05% of Genesis Financial Group's portfolio in Q1 2026, its #27 holding.
  • Genesis Financial Group first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's Visa position peaked at $3.45M in Q4 2025.
  • 4,455 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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