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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q2 2026: 1,089 shares worth $63.9K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in MSLC as recently as Q1 2025.

Geneos Wealth Management first reported a position in MSLC in Q1 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

Geneos Wealth Management held 1,089 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $63.9K as of Q2 2026.
Morgan Stanley Pathway Large Cap Equity ETF was a new Geneos Wealth Management position in Q2 2026.
Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1378 holding.
Geneos Wealth Management first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q1 2025 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

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