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Genesis Private Wealth’s American Express AXP Stock Holding History

Genesis Private Wealth’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
Q2 		$287K Sell
849
-4
-0.5% -$1.28K 0.08% 137
2026
Q1 		$258K Buy
853
+39
+5% +$13.1K 0.08% 147
2025
Q4 		$301K Buy
+814
New +$291K 0.09% 123

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Genesis Private Wealth's AXP Position: Q2 2026 in Review

Genesis Private Wealth reduced its American Express (AXP) stake by 0.47% in Q2 2026, selling an estimated $1.28K and leaving 849 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #137.

Genesis Private Wealth first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 780 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Genesis Private Wealth held 849 shares of American Express worth $287K as of Q2 2026.
  • Genesis Private Wealth sold 4 American Express shares in Q2 2026, an estimated $1.28K.
  • American Express made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #137 holding.
  • Genesis Private Wealth first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Genesis Private Wealth's American Express position peaked at $301K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.