Geometric Wealth Advisors’s Visa V Stock Holding History

Geometric Wealth Advisors’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	$327K	Buy	953 +56	+6%	+$18K	0.04%	73
2026 Q1	$271K	Buy	897 +6	+0.7%	+$1.93K	0.03%	74
2025 Q4	$312K	Sell	891 -239	-21%	-$81.4K	0.04%	71
2025 Q3	$386K	Hold	1,130	–	–	0.05%	65
2025 Q2	$401K	Buy	1,130 +20	+2%	+$6.97K	0.06%	55
2025 Q1	$389K	Buy	1,110 +1	+0.1%	+$338	0.07%	56
2024 Q4	$350K	Hold	1,109	–	–	0.06%	57
2024 Q3	$305K	Hold	1,109	–	–	0.06%	56
2024 Q2	$291K	Buy	1,109 +64	+6%	+$17.5K	0.06%	52
2024 Q1	$292K	Hold	1,045	–	–	0.07%	37
2023 Q4	$272K	Sell	1,045 -5	-0.5%	-$1.23K	0.07%	36
2023 Q3	$242K	Hold	1,050	–	–	0.08%	34
2023 Q2	$255K	Sell	1,050 -92	-8%	-$21.1K	0.08%	33
2023 Q1	$262K	Hold	1,142	–	–	0.09%	29
2022 Q4	$237K	Hold	1,142	–	–	0.1%	27
2022 Q3	$203K	Hold	1,142	–	–	0.1%	30
2022 Q2	$225K	Sell	1,142 -5	-0.4%	-$1.03K	0.11%	31
2022 Q1	$254K	Buy	1,147 +5	+0.4%	+$1.08K	0.76%	27
2021 Q4	$247K	Buy	+1,142	New	+$245K	0.12%	18

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geometric Wealth Advisors's V Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Visa (V) stake by 6.2% in Q2 2026, buying an estimated $18K and bringing the position to 953 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #73.

Geometric Wealth Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $401K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Geometric Wealth Advisors held 953 shares of Visa worth $327K as of Q2 2026.
Geometric Wealth Advisors bought 56 Visa shares in Q2 2026, an estimated $18K.
Visa made up 0.04% of Geometric Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Geometric Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
Geometric Wealth Advisors's Visa position peaked at $401K in Q2 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.