Gen-Wealth Partners’s Microsoft MSFT Stock Holding History

Gen-Wealth Partners’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3M	Buy	8,115 +754	+10%	+$316K	0.95%	22
2025 Q4	$3.56M	Buy	7,361 +542	+8%	+$272K	1.14%	14
2025 Q3	$3.53M	Buy	6,819 +305	+5%	+$156K	1.19%	13
2025 Q2	$3.24M	Sell	6,514 -95	-1%	-$41.3K	1.25%	12
2025 Q1	$2.48M	Buy	6,609 +198	+3%	+$80.7K	1.04%	13
2024 Q4	$2.7M	Sell	6,411 -504	-7%	-$215K	1.16%	12
2024 Q3	$2.99M	Buy	6,915 +656	+10%	+$280K	1.31%	11
2024 Q2	$2.8M	Buy	6,259 +155	+3%	+$65.5K	1.35%	8
2024 Q1	$2.57M	Buy	+6,104	New	+$2.47M	1.27%	11

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gen-Wealth Partners increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $316K and bringing the position to 8,115 shares worth $3M. The position accounts for 0.95% of the portfolio, ranked #22.

Gen-Wealth Partners first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q4 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Gen-Wealth Partners held 8,115 shares of Microsoft worth $3M as of Q1 2026.
Gen-Wealth Partners bought 754 Microsoft shares in Q1 2026, an estimated $316K.
Microsoft made up 0.95% of Gen-Wealth Partners's portfolio in Q1 2026, its #22 holding.
Gen-Wealth Partners first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Microsoft position peaked at $3.56M in Q4 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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