Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$241,232
+$1,567 QoQ
Shares Held
1,154
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,264
of 2,723 holders
Holding Since
Sep 2025
3 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, 2026GK Wealth Management LLC holds $724,238 across 2 Capital Markets names. MS ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
6,114 | $483,006 | |
| 2 | MS |
Morgan Stanley
This page
|
1,154 | $241,232 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,232 | 1,154 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $239,665 | 1,350 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $224,610 | 1,413 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||