GWM
MSLC

Geneos Wealth Management’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Geneos Wealth Management’s Portfolio MSLC Stock Details MSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-316
Closed -$14.6K – 3254
2025
Q1 		$14.6K Buy
+316
New +$15.3K ﹤0.01% 2455

Other funds holding MSLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's MSLC Position: Q2 2025 in Review

Geneos Wealth Management sold out of Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q2 2025, closing a stake of 316 shares — an estimated $14.6K sold.

Geneos Wealth Management first reported a position in MSLC in Q1 2025 and held it in 1 quarter. The position peaked at $14.6K in Q1 2025. 19 funds tracked by Wall St. Rank hold MSLC as of Q2 2025.

  • Geneos Wealth Management reported no remaining Morgan Stanley Pathway Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 316 Morgan Stanley Pathway Large Cap Equity ETF shares in Q2 2025, an estimated $14.6K.
  • Geneos Wealth Management first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $14.6K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.