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Msc Income Fund shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 1.0k 13.14

More positions owned by Gen-Wealth Partners

State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Coca Cola Stock (KO)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)

View all positions for Gen-Wealth Partners

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund