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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
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Gen-Wealth Partners reduced its MSCI (MSCI) stake by 7.8% in Q1 2026, selling an estimated $80.6K and leaving 1,687 shares worth $909K. The position accounts for 0.29% of the portfolio, ranked #73.

Gen-Wealth Partners first reported a position in MSCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Gen-Wealth Partners held 1,687 shares of MSCI worth $909K as of Q1 2026.
  • Gen-Wealth Partners sold 143 MSCI shares in Q1 2026, an estimated $80.6K.
  • MSCI made up 0.29% of Gen-Wealth Partners's portfolio in Q1 2026, its #73 holding.
  • Gen-Wealth Partners first reported a position in MSCI in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's MSCI position peaked at $1.05M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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