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Geneos Wealth Management’s MSCI MSCI Stock Holding History

Geneos Wealth Management’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 		$1.12K Sell
2
-2
-50% -$1.17K ﹤0.01% 2408
2026
Q1 		$2.16K Hold
4
– – ﹤0.01% 2306
2025
Q4 		$2.29K Hold
4
– – ﹤0.01% 2290
2025
Q3 		$2.27K Sell
4
-87
-96% -$49.2K ﹤0.01% 2300
2025
Q2 		$52.5K Buy
91
+4
+5% +$2.21K ﹤0.01% 1544
2025
Q1 		$49.2K Sell
87
-50
-36% -$29.1K ﹤0.01% 1485
2024
Q4 		$82.2K Sell
137
-5
-4% -$3K ﹤0.01% 1134
2024
Q3 		$82.8K Buy
142
+132
+1,320% +$71.6K ﹤0.01% 1021
2024
Q2 		$4.82K Buy
10
+6
+150% +$2.98K ﹤0.01% 1730
2024
Q1 		$2.24K Sell
4
-3
-43% -$1.69K ﹤0.01% 1879
2023
Q4 		$3.96K Buy
7
+5
+250% +$2.58K ﹤0.01% 1779
2023
Q3 		$1.03K Buy
+2
New +$1.05K ﹤0.01% 2024
2022
Q2 		– Sell
-7
Closed -$3K – 2711
2022
Q1 		$3K Buy
7
+4
+133% +$2.07K ﹤0.01% 2475
2021
Q4 		$1K Sell
3
-81
-96% -$50.8K ﹤0.01% 2694
2021
Q3 		$51K Hold
84
– – ﹤0.01% 1488
2021
Q2 		$45K Sell
84
-395
-82% -$188K ﹤0.01% 1534
2021
Q1 		$232K Buy
479
+15
+3% +$6.3K 0.01% 908
2020
Q4 		$35K Buy
+464
New +$182K ﹤0.01% 1630
2018
Q2 		– Sell
-182
Closed -$27K – 2303
2018
Q1 		$27K Buy
+182
New +$26.1K ﹤0.01% 1258

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 $3.38T AUM 44.17% 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

Geneos Wealth Management's MSCI Position: Q2 2026 in Review

Geneos Wealth Management reduced its MSCI (MSCI) stake by 50% in Q2 2026, selling an estimated $1.17K and leaving 2 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Geneos Wealth Management first reported a position in MSCI in Q1 2018 and has held it in 19 quarters since. The position peaked at $232K in Q1 2021. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Geneos Wealth Management held 2 shares of MSCI worth $1.12K as of Q2 2026.
  • Geneos Wealth Management sold 2 MSCI shares in Q2 2026, an estimated $1.17K.
  • MSCI made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2408 holding.
  • Geneos Wealth Management first reported a position in MSCI in Q1 2018 and has held it in 19 quarters since.
  • Geneos Wealth Management's MSCI position peaked at $232K in Q1 2021.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.