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Genesis Private Wealth’s Morningstar MORN Stock Holding History

Genesis Private Wealth’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-758
Closed -$238K – 168
2025
Q2 		$238K Sell
758
-30
-4% -$8.88K 0.11% 126
2025
Q1 		$236K Buy
788
+18
+2% +$5.67K 0.13% 114
2024
Q4 		$259K Buy
+770
New +$263K 0.14% 94

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Genesis Private Wealth's MORN Position: Q3 2025 in Review

Genesis Private Wealth sold out of Morningstar (MORN) in Q3 2025, closing a stake of 758 shares — an estimated $238K sold.

Genesis Private Wealth first reported a position in MORN in Q4 2024 and held it in 3 quarters. The position peaked at $259K in Q4 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Genesis Private Wealth reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 758 Morningstar shares in Q3 2025, an estimated $238K.
  • Genesis Private Wealth first reported a position in Morningstar in Q4 2024 and held it in 3 quarters.
  • Genesis Private Wealth's Morningstar position peaked at $259K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Genesis Private Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.