GWP
MSIF

Gen-Wealth Partners’s MSC Income Fund Inc MSIF Stock Holding History

Gen-Wealth Partners’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,030
Closed -$13.5K – 750
2025
Q4 		$13.5K Buy
+1,030
New +$13.7K ﹤0.01% 498

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Gen-Wealth Partners sold out of MSC Income Fund Inc (MSIF) in Q1 2026, closing a stake of 1,030 shares — an estimated $13.5K sold.

Gen-Wealth Partners first reported a position in MSIF in Q4 2025 and held it in 1 quarter. The position peaked at $13.5K in Q4 2025. 160 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Gen-Wealth Partners reported no remaining MSC Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,030 MSC Income Fund Inc shares in Q1 2026, an estimated $13.5K.
  • Gen-Wealth Partners first reported a position in MSC Income Fund Inc in Q4 2025 and held it in 1 quarter.
  • Gen-Wealth Partners's MSC Income Fund Inc position peaked at $13.5K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

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