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Gen-Wealth Partners’s Donaldson DCI Stock Holding History

Gen-Wealth Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67K Sell
746
-605
-45% -$52K 0.02% 372
2026
Q1 		$115K Sell
1,351
-949
-41% -$91.6K 0.04% 312
2025
Q4 		$204K Sell
2,300
-845
-27% -$73.4K 0.07% 256
2025
Q3 		$257K Sell
3,145
-944
-23% -$71.2K 0.09% 216
2025
Q2 		$284K Buy
4,089
+325
+9% +$21.9K 0.11% 177
2025
Q1 		$252K Buy
3,764
+68
+2% +$4.7K 0.11% 186
2024
Q4 		$249K Sell
3,696
-200
-5% -$14.8K 0.11% 188
2024
Q3 		$287K Buy
3,896
+386
+11% +$27.9K 0.13% 171
2024
Q2 		$251K Buy
3,510
+406
+13% +$29.8K 0.12% 176
2024
Q1 		$232K Buy
+3,104
New +$211K 0.11% 186

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Donaldson (DCI) stake by 45% in Q2 2026, selling an estimated $52K and leaving 746 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #372.

Gen-Wealth Partners first reported a position in DCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $287K in Q3 2024. 346 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Gen-Wealth Partners held 746 shares of Donaldson worth $67K as of Q2 2026.
  • Gen-Wealth Partners sold 605 Donaldson shares in Q2 2026, an estimated $52K.
  • Donaldson made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #372 holding.
  • Gen-Wealth Partners first reported a position in Donaldson in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Donaldson position peaked at $287K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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