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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
Q2 		$1.38M Sell
4,021
-1,473
-27% -$473K 0.9% 29
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Genesis Financial Group's V Position: Q2 2026 in Review

Genesis Financial Group reduced its Visa (V) stake by 27% in Q2 2026, selling an estimated $473K and leaving 4,021 shares worth $1.38M. The position accounts for 0.9% of the portfolio, ranked #29.

Genesis Financial Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.45M in Q4 2025. 4,586 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Genesis Financial Group held 4,021 shares of Visa worth $1.38M as of Q2 2026.
  • Genesis Financial Group sold 1,473 Visa shares in Q2 2026, an estimated $473K.
  • Visa made up 0.9% of Genesis Financial Group's portfolio in Q2 2026, its #29 holding.
  • Genesis Financial Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Genesis Financial Group's Visa position peaked at $3.45M in Q4 2025.
  • 4,586 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.