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Gen-Wealth Partners’s Dominion Energy D Stock Holding History

Gen-Wealth Partners’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.9K Hold
511
– – 0.01% 446
2026
Q1 		$31.6K Buy
511
+51
+11% +$3.15K 0.01% 435
2025
Q4 		$27K Sell
460
-81
-15% -$4.88K 0.01% 450
2025
Q3 		$33.1K Hold
541
– – 0.01% 428
2025
Q2 		$30.6K Buy
541
+39
+8% +$2.14K 0.01% 375
2025
Q1 		$28.1K Sell
502
-99
-16% -$5.45K 0.01% 385
2024
Q4 		$32.4K Sell
601
-479
-44% -$27.3K 0.01% 395
2024
Q3 		$63.1K Sell
1,080
-266
-20% -$14.5K 0.03% 361
2024
Q2 		$66K Sell
1,346
-2,188
-62% -$111K 0.03% 351
2024
Q1 		$174K Buy
+3,534
New +$165K 0.09% 228

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gen-Wealth Partners's D Position: Q2 2026 in Review

Gen-Wealth Partners held its Dominion Energy (D) position steady in Q2 2026 at 511 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #446.

Gen-Wealth Partners first reported a position in D in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Gen-Wealth Partners held 511 shares of Dominion Energy worth $34.9K as of Q2 2026.
  • Gen-Wealth Partners left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #446 holding.
  • Gen-Wealth Partners first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Dominion Energy position peaked at $174K in Q1 2024.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.