GEN Financial Management
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GEN Financial Management’s Microsoft MSFT Stock Holding History

GEN Financial Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$821K Buy
1,600
+64
+4% +$29.6K 0.44% 33
2026
Q2 		$573K Sell
1,536
-110
-7% -$44.5K 0.34% 28
2026
Q1 		$609K Buy
1,646
+135
+9% +$56.5K 0.38% 31
2025
Q4 		$731K Buy
1,511
+51
+3% +$25.6K 0.46% 27
2025
Q3 		$756K Buy
1,460
+52
+4% +$26.5K 0.65% 25
2025
Q2 		$700K Sell
1,408
-952
-40% -$413K 0.57% 25
2025
Q1 		$886K Buy
2,360
+41
+2% +$16.7K 0.6% 18
2024
Q4 		$977K Buy
+2,319
New +$988K 0.63% 20

Other funds holding MSFT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

GEN Financial Management's MSFT Position: Q3 2026 in Review

GEN Financial Management increased its Microsoft (MSFT) stake by 4.2% in Q3 2026, buying an estimated $29.6K and bringing the position to 1,600 shares worth $821K. The position accounts for 0.44% of the portfolio, ranked #33.

GEN Financial Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $977K in Q4 2024. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • GEN Financial Management held 1,600 shares of Microsoft worth $821K as of Q3 2026.
  • GEN Financial Management bought 64 Microsoft shares in Q3 2026, an estimated $29.6K.
  • Microsoft made up 0.44% of GEN Financial Management's portfolio in Q3 2026, its #33 holding.
  • GEN Financial Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • GEN Financial Management's Microsoft position peaked at $977K in Q4 2024.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.