CGC Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CGC Financial Services’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.18K	Hold	8	–	–	﹤0.01%	270
2026 Q1	$3.71K	Hold	8	–	–	﹤0.01%	265
2025 Q4	$3.85K	Hold	8	–	–	﹤0.01%	272
2025 Q3	$3.71K	Hold	8	–	–	﹤0.01%	274
2025 Q2	$3.52K	Hold	8	–	–	﹤0.01%	263
2025 Q1	$3.36K	Hold	8	–	–	﹤0.01%	258
2024 Q4	$3.4K	Hold	8	–	–	﹤0.01%	261
2024 Q3	$3.38K	Hold	8	–	–	﹤0.01%	260
2024 Q2	$3.13K	Hold	8	–	–	﹤0.01%	260
2024 Q1	$3.18K	Hold	8	–	–	﹤0.01%	265
2023 Q4	$3.02K	Hold	8	–	–	﹤0.01%	279
2023 Q3	$2.68K	Hold	8	–	–	﹤0.01%	239
2023 Q2	$2.75K	Buy	+8	New	+$2.69K	﹤0.01%	252

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return