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 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	$9.72M	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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Genus Capital Management's V Position: Q2 2026 in Review

Genus Capital Management reduced its Visa (V) stake by 8.1% in Q2 2026, selling an estimated $71K and leaving 2,517 shares worth $864K. The position accounts for 0.09% of the portfolio, ranked #150.

Genus Capital Management first reported a position in V in Q2 2023 and has held it in 9 quarters since. The position peaked at $16.5M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold V as of Q2 2026.

Genus Capital Management held 2,517 shares of Visa worth $864K as of Q2 2026.
Genus Capital Management sold 221 Visa shares in Q2 2026, an estimated $71K.
Visa made up 0.09% of Genus Capital Management's portfolio in Q2 2026, its #150 holding.
Genus Capital Management first reported a position in Visa in Q2 2023 and has held it in 9 quarters since.
Genus Capital Management's Visa position peaked at $16.5M in Q1 2025.
2,345 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.