Morgan Stanley shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13M | 74k | 177.53 |
| 2025-09-30 | $12M | 75k | 158.96 |
| 2025-06-30 | $11M | 77k | 140.86 |
| 2025-03-31 | $9.6M | 77k | 124.93 |
| 2024-12-31 | $5.1M | 40k | 125.72 |
| 2024-09-30 | $4.1M | 40k | 104.24 |
| 2024-06-30 | $3.5M | 36k | 97.19 |
| 2024-03-31 | $3.3M | 35k | 94.16 |
| 2023-12-31 | $3.1M | 33k | 93.25 |
| 2023-09-30 | $2.7M | 33k | 81.67 |
| 2023-06-30 | $2.8M | 33k | 85.40 |
| 2023-03-31 | $2.7M | 31k | 87.80 |
| 2022-12-31 | $3.0M | 36k | 85.02 |
| 2022-09-30 | $2.6M | 33k | 79.00 |
| 2022-06-30 | $2.8M | 36k | 76.73 |
| 2022-03-31 | $3.0M | 34k | 87.37 |
| 2021-12-31 | $2.7M | 27k | 98.13 |
| 2021-09-30 | $2.6M | 26k | 99.02 |
| 2021-06-30 | $2.2M | 23k | 92.02 |
| 2021-03-31 | $1.9M | 23k | 82.52 |
| 2020-12-31 | $1.7M | 24k | 71.21 |
| 2020-09-30 | $182k | 3.9k | 46.94 |
| 2020-06-30 | $224k | 4.8k | 47.02 |
| 2020-03-31 | $164k | 4.9k | 33.81 |
| 2019-12-31 | $342k | 6.7k | 51.04 |
| 2019-09-30 | $311k | 7.3k | 42.74 |
| 2019-06-30 | $654k | 15k | 43.79 |
| 2019-03-31 | $632k | 15k | 42.15 |
| 2018-12-31 | $589k | 15k | 39.33 |
| 2018-09-30 | $697k | 15k | 46.54 |
| 2018-06-30 | $700k | 15k | 47.34 |
| 2018-03-31 | $797k | 15k | 53.90 |
| 2017-12-31 | $721k | 14k | 52.44 |
| 2017-09-30 | $281k | 5.8k | 48.15 |
| 2017-06-30 | $260k | 5.8k | 44.55 |
| 2017-03-31 | $253k | 5.9k | 42.83 |
| 2016-12-31 | $302k | 7.1k | 42.24 |
| 2016-09-30 | $239k | 7.5k | 31.96 |
| 2016-06-30 | $206k | 8.0k | 25.82 |
| 2016-03-31 | $174k | 6.8k | 25.46 |