Position in DGX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$139,887
-$49,037 QoQ
Shares Held
660
-31.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#852
of 1,090 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $664,935 across 9 Diagnostics & Research names. DGX ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTD |
Mettler Toledo International Inc/
|
112 | $143,081 | |
| 2 | DGX |
Quest Diagnostics Inc
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|
660 | $139,887 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
265 | $132,860 | |
| 4 | WAT |
Waters Corp /De/
|
323 | $121,137 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
207 | $108,973 | |
| 6 | DHR |
Danaher Corp /De/
|
91 | $17,333 | |
| 7 | ILMN |
Illumina, Inc.
|
6 | $1,054 | |
| 8 | NTRA |
Natera, Inc.
|
2 | $542 |
All Filings in DGX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,887 | 660 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $188,924 | 964 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $241,727 | 1,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $311,407 | 1,634 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,371 | 1,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $291,700 | 1,724 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $262,043 | 1,737 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $263,148 | 1,695 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $216,407 | 1,581 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $168,117 | 1,263 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||