GWM
MSSM

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

Geneos Wealth Management’s Portfolio MSSM Stock Details MSSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$1.63K – 2581
2025
Q3 		$1.63K Hold
32
– – ﹤0.01% 2348
2025
Q2 		$1.49K Sell
32
-32
-50% -$1.39K ﹤0.01% 2885
2025
Q1 		$2.76K Buy
+64
New +$2.98K ﹤0.01% 2910

Other funds holding MSSM

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Geneos Wealth Management's MSSM Position: Q4 2025 in Review

Geneos Wealth Management sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q4 2025, closing a stake of 32 shares — an estimated $1.63K sold.

Geneos Wealth Management first reported a position in MSSM in Q1 2025 and held it in 3 quarters. The position peaked at $2.76K in Q1 2025. 17 funds tracked by Wall St. Rank hold MSSM as of Q4 2025.

  • Geneos Wealth Management reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 32 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q4 2025, an estimated $1.63K.
  • Geneos Wealth Management first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2025 and held it in 3 quarters.
  • Geneos Wealth Management's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $2.76K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.