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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gen-Wealth Partners increased its The Mosaic Company (MOS) stake by 17% in Q1 2026, buying an estimated $6.06K and bringing the position to 1,558 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #417.

Gen-Wealth Partners first reported a position in MOS in Q4 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Gen-Wealth Partners held 1,558 shares of The Mosaic Company worth $39.7K as of Q1 2026.
  • Gen-Wealth Partners bought 221 The Mosaic Company shares in Q1 2026, an estimated $6.06K.
  • The Mosaic Company made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #417 holding.
  • Gen-Wealth Partners first reported a position in The Mosaic Company in Q4 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

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