Gen-Wealth Partners Inc

Position in MSCI — MSCI Inc.

CIK 2023375 ZEELAND, MI

Position in MSCI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$956,548

+$47,239 QoQ

Shares Held

1,708

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#545

of 1,074 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,636,989 across 6 Financial Data & Stock Exchanges names. MSCI ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	1,708	$956,548
2	SPGI	S&P Global Inc.	697	$268,384
3	FDS	Factset Research Systems Inc	1,154	$265,512
4	ICE	Intercontinental Exchange, Inc.	1,081	$133,081
5	CME	Cme Group Inc.	57	$12,587
6	COIN	Coinbase Global, Inc.	6	$877

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,548	1,708	+1.2%	Shares	Sole	2026-08-10
2026-03-31	$909,309	1,687	-7.8%	Shares	Sole	2026-05-08
2025-12-31	$1,049,925	1,830	+5.7%	Shares	Sole	2026-02-13
2025-09-30	$982,754	1,732	+1.9%	Shares	Sole	2025-11-14
2025-06-30	$980,458	1,700	+11.3%	Shares	Sole	2025-08-14
2025-03-31	$864,084	1,528	+13.3%	Shares	Sole	2025-05-13
2024-12-31	$809,413	1,349	+27.9%	Shares	Sole	2025-02-14
2024-09-30	$614,991	1,055	+53.8%	Shares	Sole	2024-11-13
2024-06-30	$330,480	686	+43.5%	Shares	Sole	2024-08-13
2024-03-31	$267,895	478	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.