Position in DX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$6,277
-$461 QoQ
Shares Held
492
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Gen-Wealth Partners Inc holds $100,264 across 7 REIT - Mortgage names. DX ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,290 | $27,283 | |
| 2 | FBRT |
Franklin BSP Realty Trust, Inc.
|
2,952 | $25,062 | |
| 3 | AGNC |
AGNC Investment Corp.
|
2,355 | $23,620 | |
| 4 | BRSP |
BrightSpire Capital, Inc.
|
1,313 | $7,352 | |
| 5 | DX |
Dynex Capital Inc
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|
492 | $6,277 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
709 | $5,466 | |
| 7 | MITT |
TPG Mortgage Investment Trust, Inc.
|
712 | $5,204 |
All Filings in DX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,277 | 492 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,738 | 481 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||