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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$238K Sell
758
-30
-4% -$9.42K 0.11% 126
2025
Q1 		$236K Buy
788
+18
+2% +$5.4K 0.13% 114
2024
Q4 		$259K Buy
+770
New +$259K 0.14% 94