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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.1K Hold
211
– – 0.01% 415
2026
Q1 		$34.7K Buy
211
+186
+744% +$32.2K 0.01% 429
2025
Q4 		$4.44K Hold
25
– – ﹤0.01% 574
2025
Q3 		$3.97K Sell
25
-695
-97% -$103K ﹤0.01% 581
2025
Q2 		$101K Hold
720
– – 0.04% 283
2025
Q1 		$84K Hold
720
– – 0.04% 291
2024
Q4 		$90.5K Buy
720
+25
+4% +$3.08K 0.04% 294
2024
Q3 		$82K Buy
+695
New +$70K 0.04% 312

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Gen-Wealth Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 211 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #415.

Gen-Wealth Partners first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $101K in Q2 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gen-Wealth Partners held 211 shares of Morgan Stanley worth $44.1K as of Q2 2026.
  • Gen-Wealth Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #415 holding.
  • Gen-Wealth Partners first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Gen-Wealth Partners's Morgan Stanley position peaked at $101K in Q2 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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