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Gen-Wealth Partners’s Moderna MRNA Stock Holding History

Gen-Wealth Partners’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$700 Sell
10
-15
-60% -$776 ﹤0.01% 681
2026
Q1 		$1.27K Hold
25
– – ﹤0.01% 663
2025
Q4 		$737 Hold
25
– – ﹤0.01% 650
2025
Q3 		$646 Hold
25
– – ﹤0.01% 644
2025
Q2 		$690 Hold
25
– – ﹤0.01% 599
2025
Q1 		$709 Hold
25
– – ﹤0.01% 577
2024
Q4 		$1.04K Hold
25
– – ﹤0.01% 602
2024
Q3 		$1.37K Hold
25
– – ﹤0.01% 609
2024
Q2 		$2.97K Hold
25
– – ﹤0.01% 565
2024
Q1 		$2.66K Buy
+25
New +$2.52K ﹤0.01% 556

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Moderna (MRNA) stake by 60% in Q2 2026, selling an estimated $776 and leaving 10 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Gen-Wealth Partners first reported a position in MRNA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.97K in Q2 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Gen-Wealth Partners held 10 shares of Moderna worth $700 as of Q2 2026.
  • Gen-Wealth Partners sold 15 Moderna shares in Q2 2026, an estimated $776.
  • Moderna made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #681 holding.
  • Gen-Wealth Partners first reported a position in Moderna in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Moderna position peaked at $2.97K in Q2 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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