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Gen-Wealth Partners’s The Mosaic Company MOS Stock Holding History

Gen-Wealth Partners’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33K Hold
1,558
– – 0.01% 449
2026
Q1 		$39.7K Buy
1,558
+221
+17% +$6.06K 0.01% 417
2025
Q4 		$32.2K Buy
+1,337
New +$36K 0.01% 427

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Gen-Wealth Partners's MOS Position: Q2 2026 in Review

Gen-Wealth Partners held its The Mosaic Company (MOS) position steady in Q2 2026 at 1,558 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #449.

Gen-Wealth Partners first reported a position in MOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.7K in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Gen-Wealth Partners held 1,558 shares of The Mosaic Company worth $33K as of Q2 2026.
  • Gen-Wealth Partners left its The Mosaic Company share count unchanged in Q2 2026.
  • The Mosaic Company made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #449 holding.
  • Gen-Wealth Partners first reported a position in The Mosaic Company in Q4 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's The Mosaic Company position peaked at $39.7K in Q1 2026.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.