Genus Capital Management
V icon

Genus Capital Management’s Visa V Stock Holding History

Genus Capital Management’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
Q3 		$1.87M Buy
5,205
+2,688
+107% +$983K 0.19% 135
2026
Q2 		$864K Sell
2,517
-221
-8% -$71K 0.09% 150
2026
Q1 		$828K Sell
2,738
-7,029
-72% -$2.26M 0.09% 141
2025
Q4 		$3.43M Sell
9,767
-18,715
-66% -$6.38M 0.4% 78
2025
Q3 		$9.7M Sell
28,482
-15,300
-35% -$5.3M 1.13% 22
2025
Q2 		$15.5M Sell
43,782
-3,280
-7% -$1.14M 1.98% 10
2025
Q1 		$16.5M Buy
+47,062
New +$15.9M 2.39% 7
2024
Q2 		– Sell
-24,482
Closed -$6.71M – 378
2024
Q1 		$6.83M Buy
+24,482
New +$6.76M 0.89% 32
2023
Q4 		– Sell
-35,087
Closed -$8.65M – 354
2023
Q3 		$8.07M Buy
35,087
+14,467
+70% +$3.48M 1.27% 20
2023
Q2 		$4.9M Buy
+20,620
New +$4.72M 0.72% 40

Other funds holding V

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Genus Capital Management's V Position: Q3 2026 in Review

Genus Capital Management increased its Visa (V) stake by 107% in Q3 2026, buying an estimated $983K and bringing the position to 5,205 shares worth $1.87M. The position accounts for 0.19% of the portfolio, ranked #135.

Genus Capital Management first reported a position in V in Q2 2023 and has held it in 10 quarters since. The position peaked at $16.5M in Q1 2025. 3,718 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Genus Capital Management held 5,205 shares of Visa worth $1.87M as of Q3 2026.
  • Genus Capital Management bought 2,688 Visa shares in Q3 2026, an estimated $983K.
  • Visa made up 0.19% of Genus Capital Management's portfolio in Q3 2026, its #135 holding.
  • Genus Capital Management first reported a position in Visa in Q2 2023 and has held it in 10 quarters since.
  • Genus Capital Management's Visa position peaked at $16.5M in Q1 2025.
  • 3,718 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Genus Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.