Geneos Wealth Management Inc.
Position in MSLC — Morgan Stanley Pathway Large Cap Equity ETF
CIK 1764754
ENGLEWOOD, CO
Position in MSLC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$63,924
+$56,615 QoQ
Shares Held
1,089
+589.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 24 holders
Holding Since
Mar 2025
2 quarters on record
Common Shares in MSLC Over Time
Shares Held
Position Value (USD)
All Filings in MSLC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,924 | 1,089 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $7,309 | 158 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||