Gen-Wealth Partners Inc

Position in DVA — Davita Inc.

CIK 2023375 ZEELAND, MI

Position in DVA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$214,025

+$57,876 QoQ

Shares Held

962

-5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#460

of 625 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,052,651 across 3 Medical Care Facilities names. DVA ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	1,961	$764,574
2	DVA	Davita Inc. This page	962	$214,025
3	CHE	Chemed Corp	159	$74,052

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,025	962	-5.3%	Shares	Sole	2026-08-10
2026-03-31	$156,149	1,016	+15.5%	Shares	Sole	2026-05-08
2025-12-31	$99,976	880	+10.0%	Shares	Sole	2026-02-13
2025-09-30	$106,296	800	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.