Gen-Wealth Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Gen-Wealth Partners’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.91K	Hold	25	–	–	﹤0.01%	582
2025 Q4	$6.28K	Hold	25	–	–	﹤0.01%	557
2025 Q3	$6.1K	Hold	25	–	–	﹤0.01%	555
2025 Q2	$5.62K	Hold	25	–	–	﹤0.01%	516
2025 Q1	$5.04K	Hold	25	–	–	﹤0.01%	496
2024 Q4	$5.32K	Hold	25	–	–	﹤0.01%	522
2024 Q3	$5.23K	Buy	+25	New	+$4.99K	﹤0.01%	538

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Gen-Wealth Partners's MGC Position: Q1 2026 in Review

Gen-Wealth Partners held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q1 2026 at 25 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Gen-Wealth Partners first reported a position in MGC in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.28K in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Gen-Wealth Partners held 25 shares of Vanguard Mega Cap 300 Index ETF worth $5.91K as of Q1 2026.
Gen-Wealth Partners left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q1 2026.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #582 holding.
Gen-Wealth Partners first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2024 and has held it in 7 quarters since.
Gen-Wealth Partners's Vanguard Mega Cap 300 Index ETF position peaked at $6.28K in Q4 2025.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.