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Genesis Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Genesis Financial Group’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$599K Hold
4,130
– – 0.38% 56
2025
Q4 		$583K Buy
+4,130
New +$574K 0.34% 60

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genesis Financial Group's MGV Position: Q1 2026 in Review

Genesis Financial Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q1 2026 at 4,130 shares worth $599K. The position accounts for 0.38% of the portfolio, ranked #56.

Genesis Financial Group first reported a position in MGV in Q4 2025 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Genesis Financial Group held 4,130 shares of Vanguard Morningstar Mega Cap Value ETF worth $599K as of Q1 2026.
  • Genesis Financial Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.38% of Genesis Financial Group's portfolio in Q1 2026, its #56 holding.
  • Genesis Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.