GWP
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Gen-Wealth Partners’s Morgan Stanley MS Stock Holding History

Gen-Wealth Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$101K Hold
720
– – 0.04% 283
2025
Q1 		$84K Hold
720
– – 0.04% 291
2024
Q4 		$90.5K Buy
720
+25
+4% +$3.14K 0.04% 294
2024
Q3 		$82K Buy
+695
New +$82K 0.04% 312