Genius Group Completes First Investments for its AI Treasury with Pre-IPO exposure to SpaceX, Anthropic and OpenAI

Rhea-AI Summary

Genius Group (NYSE American:GNS) announced the first deployment of its AGI Infinity Portfolio, investing US$657,100 on June 1, 2026 into Destiny Tech100 and the Fundrise Innovation Fund for pre-IPO exposure to Anthropic, SpaceX, OpenAI and other frontier AI companies.

Phase 1 targets up to US$20 million, within an AI Treasury plan of US$800 million by 2030. Genius Group reports FY2025 total assets of US$137 million, net assets of US$97 million and a market cap of US$45 million.

AI-generated analysis. Not financial advice.

Positive

• First AI Treasury deployment of US$657,100 into AGI Infinity Portfolio
• Phase 1 AGI Infinity Portfolio targets up to US$20 million
• Long-term AI Treasury plan targets US$800 million by 2030
• Estimated 16% Anthropic, 11% SpaceX, 7.4% OpenAI look-through exposure
• Genius Group trades at 0.3x price to total assets vs peers at 2.0x–5.0x
• FY2025 total assets US$137 million, net assets US$97 million

Negative

• None.

News Market Reaction – GNS

+1.91%

7 alerts

+1.91% News Effect

+18.3% Peak in 4 hr 22 min

+$886K Valuation Impact

$47.27M Market Cap

0.3x Rel. Volume

On the day this news was published, GNS gained 1.91%, reflecting a mild positive market reaction. Argus tracked a peak move of +18.3% during that session. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $886K to the company's valuation, bringing the market cap to $47.27M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

First AI deployment: US$657,100 Phase 1 AI Treasury target: US$100 million AGI Phase 1 fund allocation: US$20 million +5 more

8 metrics

First AI deployment US$657,100 Initial June 1, 2026 AGI Infinity Portfolio tranche

Phase 1 AI Treasury target US$100 million Phase one investment target for AI Treasury

AGI Phase 1 fund allocation US$20 million Targeted into AGI Infinity Portfolio Phase 1 via funds

AI Treasury 2030 target US$800 million Planned AI Treasury deployment by 2030

Total assets target US$2 billion Balance-sheet target by FY2031

Market capitalization US$45 million Genius Group stated current market cap

Total assets FY2025 US$137 million Reported total assets for Fiscal Year 2025

Net assets FY2025 US$97 million Reported net assets for Fiscal Year 2025

Market Reality Check

Price: $0.2316 Vol: Volume 10,228,204 vs 20-d...

low vol

$0.2316 Last Close

Volume Volume 10,228,204 vs 20-day average 21,869,483, indicating lighter-than-normal trading activity ahead of this update. low

Technical Shares at 0.2572 are trading below the 200-day MA of 0.61, reflecting a longer-term downtrend into this AI treasury deployment.

Peers on Argus

Education peers were mixed: AACG up 4.46%, SKIL up 9.92%, while STG fell 25.26% ...

1 Down

Education peers were mixed: AACG up 4.46%, SKIL up 9.92%, while STG fell 25.26% and IH slipped 1.8%. GNS’s modest 1.1% gain appears more company-specific than sector-driven.

Historical Context

5 past events · Latest: Jun 01 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jun 01	Investor call announcement	Positive	+1.1%	Scheduled call to discuss AI Treasury and AGI Infinity Portfolio plans.
May 29	Unusual trading response	Neutral	-5.8%	Company addressed sharp price/volume spike, citing no undisclosed developments.
May 27	AI Treasury approval	Positive	+0.3%	Board approved AI Treasury with US$100M initial allocation and long-term targets.
May 12	Digital banking launch	Positive	+3.7%	Reported strong growth plus new Jewel Bank stake and stablecoin initiative.
May 12	AI plans update	Positive	+3.7%	Outlined updates to AI education and digital banking strategy.

Pattern Detected

Recent AI treasury and digital banking announcements have generally seen modestly positive price reactions, with no clear instances of the stock selling off on positive news in the provided window.

Recent Company History

Over the last month, Genius Group has outlined a series of AI-focused and digital banking initiatives. On May 27, the Board approved an AI Treasury strategy, including an initial US$100 million AGI Infinity Portfolio and long-term targets of US$800 million AI assets within US$2 billion total assets. Subsequent disclosures on unusual trading, a Bitcoin Loyalty Program, and an investor call on June 2 reinforced this strategy. Today’s detailed deployment update fits into this phased build-out of the AI Treasury.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2026-06-01

An effective shelf framework was amended on June 1, 2026 to register up to 15,000,000 ordinary shares for resale by existing holders. The company states it will not receive proceeds from these resales, only from any cash exercises of associated pre-funded warrants.

Market Pulse Summary

This announcement provides concrete execution on Genius Group’s AI Treasury, with an initial US$657,...

Analysis

This announcement provides concrete execution on Genius Group’s AI Treasury, with an initial US$657,100 deployment into funds offering pre-IPO AI exposure and a Phase 1 target of US$100 million. Management reiterates longer-term goals of an US$800 million AI portfolio within US$2 billion in total assets by FY2031 and highlights a stated market cap of US$45 million versus US$137 million in total assets, framing a valuation-focused narrative for investors to monitor.

Key Terms

pre-ipo, dollar-cost averaging, form s-1, s-1, +4 more

8 terms

pre-ipo financial

"investment plan for Pre-IPO exposure Investor Call now scheduled"

Pre-IPO describes the stage when a privately held company offers shares or commitments to investors before its initial public offering. For investors, pre-IPO deals can provide a chance to buy equity at lower prices—like getting into a house before it goes on the market—but they come with higher uncertainty, limited ability to sell quickly, and the risk that the public listing may be delayed, changed, or never occur.

dollar-cost averaging financial

"Company commences disciplined dollar-cost averaging into its AI Treasury"

A strategy of investing a fixed dollar amount at regular intervals into the same investment, regardless of its price, which spreads purchases across highs and lows and lowers the risk of mistiming the market. It matters to investors because it encourages disciplined saving, smooths out the average purchase price over time, and reduces emotional decisions — like buying a slice of pizza every week so you don’t try to pick the single cheapest day to shop.

form s-1 regulatory

"SpaceX filed its Form S-1 publicly with the SEC on 20 May 2026"

A Form S-1 is the registration filing a company submits to the U.S. Securities and Exchange Commission when it plans to offer stock to the public, most commonly for an initial public offering. Think of it as the company’s full disclosure packet or blueprint: it contains audited financials, business description, management background, risk factors and details of the offering, giving investors the information needed to judge the company’s financial health and potential risks before buying shares.

s-1 regulatory

"confidential filing of its draft S-1 with the SEC on 1 June 2026"

A Form S-1 is a detailed registration document filed with U.S. regulators when a company intends to sell shares to the public for the first time or raise new equity. It acts like a company’s full disclosure booklet — describing business operations, risks, finances and how the proceeds will be used — and matters to investors because it provides the primary, official information needed to judge the company’s prospects and risks before buying stock.

post-money valuation financial

"at a US$965 billion post-money valuation following a $65 billion Series H"

Post-money valuation is the total value of a company immediately after a new round of investment, equal to the company's value before the investment plus the new cash injected. It matters to investors because it sets the price for ownership shares, shows how much of the company each investor owns, and determines future dilution and return potential—like seeing a home's price tag after renovations to understand each owner's share.

series h financial

"following a $65 billion Series H, surpassing OpenAI"

Series H denotes a specific class of equity created during a later-stage financing round, typically representing preferred shares issued after multiple earlier funding rounds. Think of it as a new, labeled layer in a company's ownership cake that often gives its holders priority on dividends and payouts; investors care because it affects who gets paid first and how much ownership is diluted, which changes potential returns and control.

closed-end interval funds financial

"deployed initially across three SEC-registered closed-end interval funds, ARKVX"

A closed-end interval fund is an investment vehicle that raises a fixed pool of money, invests it according to a stated strategy, and does not allow daily buying back of shares; instead it offers limited chances at set intervals for shareholders to sell back some shares. Think of it like a club that only opens its doors periodically for members to leave or trade — this structure lets the fund hold less liquid assets and aim for steady income or long-term gains, but also means share prices and the ease of exiting can differ from everyday mutual funds or ETFs, which matters to investors weighing liquidity and return trade-offs.

stablecoin financial

"JUSD stablecoin infrastructure GENIUS Act-compliant, gives the Company"

A stablecoin is a type of digital currency designed to keep its value steady, often by being backed by traditional assets like money or commodities. For investors, stablecoins offer a reliable way to move money quickly across digital platforms without the value fluctuations common with other cryptocurrencies, making them useful for saving, trading, or transferring funds with less risk of sudden losses.

AI-generated analysis. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

    First deployment includes approximately 16% exposure to Anthropic, 11% to SpaceX and 7% to OpenAI

Company commences disciplined dollar-cost averaging into its AI Treasury

Company provides further details on its investment plan for Pre-IPO exposure

Investor Call now scheduled for 9am Eastern Time, Thursday June 4, 2026

SINGAPORE, June 02, 2026 (GLOBE NEWSWIRE) -- Genius Group Limited (NYSE American: GNS) (“Genius Group”, “GNS” or the “Company”), a leading AI-powered education group, today announced the first investments of its AGI Infinity Portfolio, as part of its AI treasury strategy authorised by the Company’s Board of Directors, providing exposure to leading pre-IPO frontier including Anthropic, SpaceX and OpenAI.

The first investments, executed on June 1, 2026, comprise the purchase of 10,000 shares of Destiny Tech100 at US$48.77 per share, and 800 shares of the Fundrise Innovation Fund at US$211.75 per share. Combined first-day deployment was US$657,100, representing the opening tranche of the Company's planned multi-month dollar-cost-averaging program into Phase 1 of the Company’s phase one investment target of $100 million in its AI Treasury.

The Company also announced that, in order to provide additional time for company advisers, including legal counsel, to review and approve the Company’s AI Treasury White Paper and Investor Presentation, the Investor Call that had been scheduled for June 2, 2026 has been postponed to Thursday, June 4, 2026 at the same time and on the same webcast link, provided below.

Figure 1. Look-through of $657,100 June 1 deployment across DXYZ and VCX. Sources: DXYZ and VCX fund holdings disclosures. Figures are illustrative and subject to change.

PRE-IPO EXPOSURE TO THE LEADING FRONTIER AI COMPANIES

Based on the most recent publicly available fund disclosures, the first deployment delivers an estimated look-through exposure to the leading private frontier-AI companies, with approximate weighted exposures of:

• ANTHROPIC - 16% (approximately US$107,000): Anthropic announced the confidential filing of its draft S-1 with the SEC on 1 June 2026 at a US$965 billion post-money valuation following a $65 billion Series H, surpassing OpenAI as the most valuable private AI startup^[1].
  
• SPACEX - 11% (approximately US$80,000): SpaceX filed its Form S-1 publicly with the SEC on 20 May 2026^[2] after a confidential filing reported on 1 April 2026^[3]. SpaceX has stated it plans to list on Nasdaq under ticker SPCX, with reporting indicating a US$1.7-2.0 trillion valuation range and a roadshow commencing 8 June 2026^[4].
  
• OPENAI - 7.4% (approximately US$45,000): OpenAI is reported by Bloomberg and other media sources to be confidentially filing its S-1 with the SEC in the coming weeks, targeting a Q3-Q4 2026 listing led by Goldman Sachs and Morgan Stanley^[5].
  
• DATABRICKS - 7.4% (approximately US$69,00): Data-and-AI infrastructure company Databricks was most recently valued at US$134 billion in its Series L funding round^[6] and has been reported as a 2026-2027 IPO candidate^[7].
  
• SHIELD AI - 2%   (approximately US$15,000): Autonomous-defence software company Shield AI closed its Series G on 26 March 2026 at a US$12.7 billion post-money valuation^[8].
  
• ANDURIL - 0.7% (approximately US$5,000): Defence-tech unicorn Anduril doubled its valuation to over US$60 billion in a May 2026 funding round, with reporting indicating a path to its IPO^[9].
  
• Additional smaller positions include Andruil, OpenEvidence, Ramp, Chaos Industries, Beast Industries, Tenstorrent, Epic Games, Skild AI, Flock Group, dbt Labs, Vanta, Canva, Kraken/Payward, Vercel, Astranis and Handshake - all held inside DXYZ^[10] or VCX^[11] per the most recent fund disclosures.
  

Approximately 46% of the first Company’s first deployment maps through to the six leading frontier AI private companies named above. A further 16% maps through to additional named pre-IPO positions, taking the total named look-through to approximately 62% on a fund-NAV look-through basis. The remaining 38% is held in additional smaller positions and the funds' liquidity layer (public equities and cash)^[12].

Look-through computations attribute the Company's pro-rata share of each fund's underlying holdings at the fund-NAV level, derived from the most recent disclosed weightings of DXYZ (managed by Destiny Capital) and VCX (the Fundrise Innovation Fund). Figures are illustrative only and may change with each fund's reported portfolio.

Roger James Hamilton, Founder and CEO of Genius Group, said: "The next five years is expected to deliver unprecedented growth in exponential technologies, and what may be the largest IPO calendar in history, anchored by SpaceX, Anthropic, OpenAI, Figure AI, Databricks and Stripe. Genius Group intends to build a $800 million five-year treasury, beginning with an initial $100 million to participate as an investor in this unique moment in history for the benefit of our shareholders.”

“In the past two weeks, SpaceX, OpenAI and Anthropic have all filed confidentially with the SEC for their respective IPOs. I am pleased that the commencement of our dollar-cost averaging program means Genius Group shareholders are now positioned to benefit from the growth in our AI powered future, across all the leading Pre-IPO Frontier AI companies, from their shares in our Company.”

DISCIPLINED DOLLAR-COST AVERAGING INTO THE AGI INFINITY PORTFOLIO

The first US$657,100 deployment represents the opening tranche of a Board-approved, multi-month dollar-cost-averaging programme targeting up to US$20 million in Phase 1 of the AGI Infinity Portfolio. Phase 1 will be deployed initially across three SEC-registered closed-end interval funds, ARKVX (the Ark Venture Fund managed by ARK Invest), DXYZ (Destiny Tech100) and VCX (the Fundrise Innovation Fund), on a planned 40/40/20 weighting.

Capital will be deployed gradually over the coming months based on premium-to-NAV conditions, fund liquidity windows, capital availability and the Board-approved investment parameters set out in the Company’s AI Treasury White Paper, to be released on June 4, 2026.

The AGI Infinity Portfolio sits inside the Company's wider AI Treasury strategy, which targets US$800 million of deployment by 2030 within a balance-sheet target of approximately US$2 billion in total assets by FY2031.

THE INVESTMENT CASE FOR AN AI TREASURY

The Company believes there are six structural advantages that set Genius Group apart from single investment vehicles or Exchange-Traded Funds (ETFs) investing in the rapid growth of the AI-powered economy:

• Operating Company + Treasury: Genius Group is an operating AI-powered education business with a treasury overlay, enabling the company to generate cash flow from its operations and capital growth from the tools and products it trains its students in.
  
• Multi-Fund Flexibility: The Company has optionality across multiple funds and vehicles at varying weights. We have the opportunity to take a rebalance constantly as our AI Treasury grows based on market trends, premium-to-NAV, redemption windows and round-allocation opportunities.
  
• Singapore Domicile: Singapore territorial tax system has no general capital gains tax on equity (subject to current circumstances and tax advice) and no withholding on capital appreciation, giving the Company an advantage as a treasury company
  
• Bitcoin Treasury: The Company’s Board has previously approved a Bitcoin Treasury, which serves as a balance to ensure compliance with the SEC’s 40% rule.
  
• Jewel Bank + Stablecoin: Genius Group’s strategic stake in Bermuda's only dual-licensed digital bank, with JUSD stablecoin infrastructure GENIUS Act-compliant, gives the Company the dual benefit of a treasury and digital bank.
  
• Public Equity Access: We believe Genius Group is the only NYSE American-listed equity offering direct exposure to this combination. Enabling our investors to participate in the rapid growth of the AI-powered economy as both students and stakeholders.
  

Genius Group’s market capitalization is currently at $45 million against total assets of $137 million and net assets of $97 million for Fiscal Year 2025. As of May 26, 2026, GNS common stock is trading at a discounted multiple of 0.3x price to total assets. This compares to publicly listed AI holding companies and funds that are trading at multiples of between 2.0x and 5.0x price to total assets. The Company believes a repricing opportunity may exist for its investors once the value of the assets on its balance sheet are fully recognized by the market.

COMPANY INVESTOR CALL

In order to provide additional time for legal counsel to review and approve the AI Treasury White Paper and the accompanying Investor Presentation, the Investor Call originally scheduled for 2 June 2026 has been postponed to Thursday, 4 June 2026, at the same time and on the same webcast link.

The live webcast of the call, and subsequent replay, will be available at this link.

The supporting investor deck, AI Treasury White Paper and link to the webcast recording will be available after the call at ir.geniusgroup.net.

Citations and Sources

All material claims in this press release are sourced from publicly available filings, official company communications and credible third-party reporting. References to look-through, valuation and IPO forecasts are illustrative only and all amounts and dates are subject to change.
[1] Fortune - "Anthropic confidentially files for IPO after raising $65 billion in a funding round at a $965 billion valuation" (1 June 2026) https://fortune.com/2026/06/01/anthropic-confidentially-files-ipo-965-billion-valuation/
[2] Space Exploration Technologies Corp. - Form S-1 Registration Statement, SEC EDGAR (filed 20 May 2026) https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
[3] CNBC - "SpaceX confidentially files for IPO, setting stage for record offering" (1 April 2026) https://www.cnbc.com/2026/04/01/spacex-confidentially-files-for-ipo-setting-stage-for-record-offering.html
[4] Reuters, “Exclusive: SpaceX accelerates IPO timeline, targets June 12 listing on Nasdaq, sources say,” (15 May 2026) https://www.reuters.com/world/spacex-accelerates-ipo-timeline-targets-june-11-pricing-nasdaq-2026-05-15/
[5] Bloomberg - "OpenAI Is Preparing to File for an IPO in the Coming Weeks" (20 May 2026, citing Wall Street Journal reporting) https://www.bloomberg.com/news/articles/2026-05-20/openai-preparing-for-ipo-filing-in-days-or-weeks-wsj-reports
[6] Databricks Newsroom - "Databricks Grows >55% YoY, Surpasses $4.8B Revenue Run-Rate, and is Raising >$4B Series L at $134B Valuation" https://www.databricks.com/company/newsroom/press-releases/databricks-surpasses-4-8b-revenue-run-rate-growing-55-year-over-year
[7] Allied Venture Partners - "Databricks IPO 2026: Valuation, Date & Investor Guide" https://www.allied.vc/articles/databricks-ipo-expectations-key-dates-valuation-risks
[8] Shield AI - "Shield AI to acquire software simulation company Aechelon and raise $2B at $12.7B valuation" (26 March 2026) https://shield.ai/shield-ai-to-acquire-software-simulation-company-aechelon-and-raise-2b-at-12-7b-valuation/
[9] CNBC - "Anduril doubles valuation to over $60 billion as defense tech funding boom continues" (13 May 2026) https://www.cnbc.com/2026/05/13/anduril-valuation-defense-tech-funding-boom.html
[10] Destiny Tech100 Inc. - Form N-PORT-P Schedule of Portfolio Investments (period of report 31 March 2026, filed 29 May 2026), SEC EDGAR https://www.sec.gov/Archives/edgar/data/1843974/000089418926016628/dxyz.htm
[11] Fundrise Growth Tech Fund, LLC, “Top Ten Holdings (Unaudited)” and “Schedule of Investments (Unaudited),” December 31, 2025. https://fundrise.com/documents/innovation-fund/quarterly-holdings/2025/q4

About Genius Group

Genius Group (NYSE: GNS) is a global education group delivering AI powered, education and acceleration solutions for the future of work. Genius Group serves 6 million users in over 100 countries through its Genius City model and online digital marketplace of AI training, AI tools and AI talent. It provides personalized, entrepreneurial AI pathways combining human talent with AI skills and AI solutions at the individual, enterprise and government level. To learn more, please visit geniusgroup.ai

Forward-Looking Statements 

Statements made in this press release include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements can be identified by the use of words such as “may,” “will”, “plan,” “should,” “expect,” “anticipate,” “estimate,” “continue,” or comparable terminology. Such forward-looking statements are inherently subject to certain risks, trends and uncertainties, many of which the Company cannot predict with accuracy and some of which the Company might not even anticipate and involve factors that may cause actual results to differ materially from those projected or suggested. Readers are cautioned not to place undue reliance on these forward-looking statements and are advised to consider the factors listed above together with the additional factors under the heading “Risk Factors” in the Company's Annual Reports on Form 20-F, as may be supplemented or amended by the Company's Reports of a Foreign Private Issuer on Form 6-K. The Company assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events, new information or otherwise. No information in this press release should be construed as any indication whatsoever of the Company’s future revenues, results of operations, or stock price.

Contacts

For enquiries, contact investor@geniusgroup.ai

Attachments

• Genius Group Limited
• Genius Group Limited

FAQ

What did Genius Group (GNS) announce about its AI Treasury on June 2, 2026?

Genius Group announced the first deployment of its AI Treasury, investing US$657,100 into its AGI Infinity Portfolio. According to Genius Group, this initial tranche provides pre-IPO exposure to leading frontier AI companies through Destiny Tech100 and the Fundrise Innovation Fund.

How much did Genius Group (GNS) invest in its first AGI Infinity Portfolio deployment?

Genius Group invested approximately US$657,100 in its first AGI Infinity Portfolio deployment. According to Genius Group, the purchase comprised 10,000 Destiny Tech100 shares at US$48.77 and 800 Fundrise Innovation Fund shares at US$211.75, executed on June 1, 2026.

Which pre-IPO AI companies does Genius Group (GNS) gain exposure to with this AI Treasury move?

The initial AI Treasury deployment gives estimated look-through exposure to Anthropic, SpaceX, OpenAI, Databricks, Shield AI and Anduril. According to Genius Group, approximate weighted exposures include 16% Anthropic, 11% SpaceX and 7.4% OpenAI via underlying fund holdings.

What is the Phase 1 funding target for Genius Group (GNS) AGI Infinity Portfolio?

Phase 1 of the AGI Infinity Portfolio targets up to US$20 million of deployment. According to Genius Group, this capital will be dollar-cost averaged over several months across ARKVX, DXYZ and VCX with a planned 40/40/20 weighting.

What long-term AI Treasury and balance-sheet goals has Genius Group (GNS) set?

Genius Group is targeting US$800 million deployed into its AI Treasury by 2030. According to Genius Group, the broader plan aims for approximately US$2 billion in total assets on its balance sheet by fiscal year 2031.

How is Genius Group (GNS) currently valued relative to its assets?

Genius Group reports a market capitalization of about US$45 million versus total assets of US$137 million. According to Genius Group, its GNS stock trades around 0.3x price-to-total-assets, compared with AI holding peers at roughly 2.0x to 5.0x.

When is the rescheduled Genius Group (GNS) investor call about the AI Treasury plan?

The investor call discussing the AI Treasury White Paper and investor presentation is scheduled for Thursday, June 4, 2026. According to Genius Group, the call uses the same webcast link as originally planned, with replay and materials available on its investor relations site.