Geneos Wealth Management’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49K Sell
32
-32
-50% -$1.49K ﹤0.01% 2885
2025
Q1
$2.76K Buy
+64
New +$2.76K ﹤0.01% 2910