Geneos Wealth Management
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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
2026
Q3 		$65.3K Hold
1,089
– – ﹤0.01% 1547
2026
Q2 		$63.9K Buy
+1,089
New +$62.3K ﹤0.01% 1378
2025
Q2 		– Sell
-158
Closed -$7.31K – 3241
2025
Q1 		$7.31K Buy
+158
New +$7.65K ﹤0.01% 2389

Other funds holding MSLC

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Geneos Wealth Management's MSLC Position: Q3 2026 in Review

Geneos Wealth Management held its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) position steady in Q3 2026 at 1,089 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Geneos Wealth Management first reported a position in MSLC in Q1 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold MSLC as of Q3 2026.

  • Geneos Wealth Management held 1,089 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $65.3K as of Q3 2026.
  • Geneos Wealth Management left its Morgan Stanley Pathway Large Cap Equity ETF share count unchanged in Q3 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1547 holding.
  • Geneos Wealth Management first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.