Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$272,170
+$70,079 QoQ
Shares Held
1,302
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,193
of 2,722 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GENESIS PRIVATE WEALTH, LLC holds $753,514 across 3 Capital Markets names. MS ranks #2 (36.1% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,170 | 1,302 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $202,091 | 1,228 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $245,523 | 1,383 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $212,052 | 1,334 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $278,198 | 1,975 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $260,640 | 2,234 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $331,272 | 2,635 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||