Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$931,900
+$191,335 QoQ
Shares Held
4,458
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,445
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $16,939,393 across 14 Capital Markets names. MS ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
96,731 | $8,925,369 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
27,923 | $3,745,311 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,302 | $1,316,803 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,527 | $1,256,207 | |
| 5 | MS |
Morgan Stanley
This page
|
4,458 | $931,900 | |
| 6 | MC |
Moelis & Co
|
7,910 | $517,472 | |
| 7 | MARA |
MARA Holdings, Inc.
|
6,138 | $85,256 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
1,633 | $81,617 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,900 | 4,458 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $740,565 | 4,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,055,911 | 73,542 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,854,918 | 74,578 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,810,864 | 76,749 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $8,972,273 | 76,903 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,073,430 | 40,355 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,115,395 | 39,480 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,513,224 | 36,148 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,309,912 | 35,152 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,053,844 | 32,749 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,713,404 | 33,224 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,779,513 | 32,547 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,709,156 | 30,856 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,030,027 | 35,639 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,632,455 | 33,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,745,766 | 36,100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,957,965 | 33,844 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,666,712 | 27,167 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,512,738 | 25,822 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,149,305 | 23,441 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,788,121 | 23,025 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,657,123 | 24,181 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $187,452 | 3,877 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $230,101 | 4,764 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $164,900 | 4,850 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||