CGN Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CGN Advisors’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	$481K	Hold	920	–	–	0.04%	233
2026 Q1	$426K	Hold	920	–	–	0.03%	236
2025 Q4	$442K	Hold	920	–	–	0.04%	232
2025 Q3	$427K	Hold	920	–	–	0.04%	225
2025 Q2	$405K	Hold	920	–	–	0.04%	229
2025 Q1	$386K	Sell	920 -24	-3%	-$10.4K	0.04%	235
2024 Q4	$402K	Hold	944	–	–	0.04%	223
2024 Q3	$399K	Hold	944	–	–	0.04%	219
2024 Q2	$369K	Hold	944	–	–	0.04%	212
2024 Q1	$375K	Buy	944 +300	+47%	+$116K	0.05%	201
2023 Q4	$243K	Buy	+644	New	+$225K	0.03%	231

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