MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 73,542 Value ($000) $13,056 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 74,578 Value ($000) $11,855 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 76,749 Value ($000) $10,811 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 76,903 Value ($000) $9,607 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 40,355 Value ($000) $5,073 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 39,480 Value ($000) $4,115 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 36,148 Value ($000) $3,513 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 35,152 Value ($000) $3,310 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 32,749 Value ($000) $3,054 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 33,224 Value ($000) $2,713 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 32,547 Value ($000) $2,779 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 30,856 Value ($000) $2,709 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 35,639 Value ($000) $3,030 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 33,318 Value ($000) $2,632 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 36,100 Value ($000) $2,770 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 33,844 Value ($000) $2,957 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 27,167 Value ($000) $2,666 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 25,822 Value ($000) $2,557 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 23,441 Value ($000) $2,157 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 23,025 Value ($000) $1,900 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 24,181 Value ($000) $1,722 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 3,877 Value ($000) $182 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 4,764 Value ($000) $224 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 4,850 Value ($000) $164 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 6,701 Value ($000) $342 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 7,277 Value ($000) $311 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 14,935 Value ($000) $654 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 14,994 Value ($000) $632 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 14,976 Value ($000) $589 Avg Close $35.01 Range $29.55 - $38.29
Q3 2018
Shares 14,976 Value ($000) $697 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 14,788 Value ($000) $700 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 14,788 Value ($000) $797 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 13,749 Value ($000) $721 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 5,836 Value ($000) $281 Avg Close $36.26 Range $34.33 - $38.29
Q2 2017
Shares 5,836 Value ($000) $260 Avg Close $33.54 Range $31.40 - $35.81
Q1 2017
Shares 5,907 Value ($000) $253 Avg Close $34.36 Range $31.06 - $36.70
Q4 2016
Shares 7,149 Value ($000) $302 Avg Close $29.14 Range $23.75 - $33.99
Q3 2016
Shares 7,478 Value ($000) $239 Avg Close $22.85 Range $18.72 - $24.89
Q2 2016
Shares 7,977 Value ($000) $206 Avg Close $19.90 Range $17.61 - $21.56
Q1 2016
Shares 6,834 Value ($000) $174 Avg Close $19.31 Range $16.04 - $23.88