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Genesis Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Genesis Wealth Advisors’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$12.9K Hold
775
– – 0.01% 325
2015
Q1 		$12.9K Hold
775
– – 0.01% 330
2014
Q4 		$13.2K Buy
+775
New +$12.3K 0.01% 354

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Genesis Wealth Advisors's MGK Position: Q2 2015 in Review

Genesis Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2015 at 775 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #325.

Genesis Wealth Advisors first reported a position in MGK in Q4 2014 and has held it in 3 quarters since. The position peaked at $13.2K in Q4 2014. 106 funds tracked by Wall St. Rank hold MGK as of Q2 2015.

  • Genesis Wealth Advisors held 775 shares of Vanguard Morningstar Mega Cap Growth ETF worth $12.9K as of Q2 2015.
  • Genesis Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2015.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #325 holding.
  • Genesis Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $13.2K in Q4 2014.
  • 106 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.