Gen-Wealth Partners Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2023375
ZEELAND, MI
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,384,710
+$162,325 QoQ
Shares Held
4,565
-4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#367
of 1,432 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,384,710 | 4,565 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,222,385 | 4,798 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,369,210 | 4,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,327,047 | 5,018 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,231,892 | 5,065 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,064,969 | 4,918 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,463,294 | 3,439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,366,254 | 3,229 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,349,789 | 3,451 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $813,419 | 2,045 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||