VestGen Investment Management

Position in MS — Morgan Stanley

CIK 1511739 EGG HARBOR TOWNSHIP, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$293,701

+$69,722 QoQ

Shares Held

1,405

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,150

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VestGen Investment Management holds $2,068,689 across 3 Capital Markets names. MS ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,010	$1,021,483
2	IBKR	Interactive Brokers Group, Inc.	8,657	$753,505
3	MS	Morgan Stanley This page	1,405	$293,701

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,701	1,405	+3.2%	Shares	Sole	2026-07-31
2026-03-31	$223,979	1,361	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.