Position in DTM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$61,190
+$5,033 QoQ
Shares Held
417
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#536
of 699 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,050,869 across 11 Oil & Gas Midstream names. DTM ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
3,545 | $847,290 | |
| 2 | MPLX |
Mplx LP
|
14,645 | $824,952 | |
| 3 | TRP |
Tc Energy Corp
|
1,268 | $84,055 | |
| 4 | DTM |
DT Midstream, Inc.
This page
|
417 | $61,190 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,706 | $54,540 | |
| 6 | ENB |
Enbridge Inc
|
943 | $51,120 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
1,231 | $45,251 | |
| 8 | OKE |
Oneok Inc /New/
|
500 | $43,470 |
All Filings in DTM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,190 | 417 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $56,157 | 417 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $49,906 | 417 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,146 | 417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,832 | 417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,232 | 417 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,462 | 417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,801 | 417 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,310 | 117 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,148 | 117 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||