GWP
DFS

Gen-Wealth Partners’s Discover Financial Services DFS Stock Holding History

Gen-Wealth Partners’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-95
Closed -$16.2K – 644
2025
Q1 		$16.2K Hold
95
– – 0.01% 419
2024
Q4 		$16.5K Hold
95
– – 0.01% 436
2024
Q3 		$14.7K Hold
95
– – 0.01% 462
2024
Q2 		$12.4K Hold
95
– – 0.01% 455
2024
Q1 		$12.5K Buy
+95
New +$10.9K 0.01% 442

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gen-Wealth Partners's DFS Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 95 shares — an estimated $16.2K sold.

Gen-Wealth Partners first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $16.5K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 95 Discover Financial Services shares in Q2 2025, an estimated $16.2K.
  • Gen-Wealth Partners first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Gen-Wealth Partners's Discover Financial Services position peaked at $16.5K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.