GPW
EFX icon

Genesis Private Wealth’s Equifax EFX Stock Holding History

Genesis Private Wealth’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,313
Closed -$236K – 195
2026
Q1 		$236K Buy
+1,313
New +$261K 0.07% 158

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Genesis Private Wealth sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,313 shares — an estimated $236K sold.

Genesis Private Wealth first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 160 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Genesis Private Wealth reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 1,313 Equifax shares in Q2 2026, an estimated $236K.
  • Genesis Private Wealth first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
  • Genesis Private Wealth's Equifax position peaked at $236K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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