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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gen-Wealth Partners's D Position: Q1 2026 in Review

Gen-Wealth Partners increased its Dominion Energy (D) stake by 11% in Q1 2026, buying an estimated $3.15K and bringing the position to 511 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #435.

Gen-Wealth Partners first reported a position in D in Q1 2024 and has held it in 9 quarters since. The position peaked at $174K in Q1 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Gen-Wealth Partners held 511 shares of Dominion Energy worth $31.6K as of Q1 2026.
Gen-Wealth Partners bought 51 Dominion Energy shares in Q1 2026, an estimated $3.15K.
Dominion Energy made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #435 holding.
Gen-Wealth Partners first reported a position in Dominion Energy in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Dominion Energy position peaked at $174K in Q1 2024.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.