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Gen-Wealth Partners’s MSCI MSCI Stock Holding History

Gen-Wealth Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Buy
1,708
+21
+1% +$12.3K 0.27% 82
2026
Q1 		$909K Sell
1,687
-143
-8% -$80.6K 0.29% 73
2025
Q4 		$1.05M Buy
1,830
+98
+6% +$55K 0.34% 61
2025
Q3 		$983K Buy
1,732
+32
+2% +$18.1K 0.33% 71
2025
Q2 		$980K Buy
1,700
+172
+11% +$95.2K 0.38% 70
2025
Q1 		$864K Buy
1,528
+179
+13% +$104K 0.36% 71
2024
Q4 		$810K Buy
1,349
+294
+28% +$176K 0.35% 64
2024
Q3 		$600K Buy
1,055
+369
+54% +$200K 0.26% 96
2024
Q2 		$330K Buy
686
+208
+44% +$103K 0.16% 155
2024
Q1 		$268K Buy
+478
New +$269K 0.13% 169

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Gen-Wealth Partners increased its MSCI (MSCI) stake by 1.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,708 shares worth $957K. The position accounts for 0.27% of the portfolio, ranked #82.

Gen-Wealth Partners first reported a position in MSCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Gen-Wealth Partners held 1,708 shares of MSCI worth $957K as of Q2 2026.
  • Gen-Wealth Partners bought 21 MSCI shares in Q2 2026, an estimated $12.3K.
  • MSCI made up 0.27% of Gen-Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Gen-Wealth Partners first reported a position in MSCI in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's MSCI position peaked at $1.05M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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