Morgan Stanley
GENY

Morgan Stanley’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Morgan Stanley’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-325
Closed -$12.9K – 8045
2023
Q3 		$12.9K Hold
325
– – ﹤0.01% 6641
2023
Q2 		$13.9K Hold
325
– – ﹤0.01% 6684
2023
Q1 		$13.9K Hold
325
– – ﹤0.01% 6756
2022
Q4 		$12.5K Hold
325
– – ﹤0.01% 6862
2022
Q3 		$11K Hold
325
– – ﹤0.01% 7051
2022
Q2 		$13K Hold
325
– – ﹤0.01% 7149
2022
Q1 		$16K Hold
325
– – ﹤0.01% 7249
2021
Q4 		$19K Buy
+325
New +$19.9K ﹤0.01% 7231

Other funds holding GENY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's GENY Position: Q4 2023 in Review

Morgan Stanley sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 325 shares — an estimated $12.9K sold.

Morgan Stanley first reported a position in GENY in Q4 2021 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • Morgan Stanley reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 325 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $12.9K.
  • Morgan Stanley first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q4 2021 and held it in 8 quarters.
  • Morgan Stanley's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $19K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.