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Gen-Wealth Partners’s Dream Finders Homes DFH Stock Holding History

Gen-Wealth Partners’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,895
Closed -$82.9K – 662
2024
Q1 		$82.9K Buy
+1,895
New +$66.7K 0.04% 321

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CB
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ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gen-Wealth Partners's DFH Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 1,895 shares — an estimated $82.9K sold.

Gen-Wealth Partners first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $82.9K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,895 Dream Finders Homes shares in Q2 2024, an estimated $82.9K.
  • Gen-Wealth Partners first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Dream Finders Homes position peaked at $82.9K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.