Gen-Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$140K Sell
660
-304
-32% -$59.7K 0.04% 279
2026
Q1
$189K Sell
964
-429
-31% -$83.4K 0.06% 252
2025
Q4
$242K Sell
1,393
-241
-15% -$43.9K 0.08% 240
2025
Q3
$311K Sell
1,634
-66
-4% -$11.7K 0.11% 195
2025
Q2
$305K Sell
1,700
-24
-1% -$4.17K 0.12% 169
2025
Q1
$292K Sell
1,724
-13
-0.7% -$2.14K 0.12% 166
2024
Q4
$262K Buy
1,737
+42
+2% +$6.53K 0.11% 181
2024
Q3
$264K Buy
1,695
+114
+7% +$17K 0.12% 182
2024
Q2
$216K Buy
1,581
+318
+25% +$43.5K 0.1% 194
2024
Q1
$168K Buy
+1,263
New +$164K 0.08% 235

Other funds holding DGX

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

Gen-Wealth Partners reduced its Quest Diagnostics (DGX) stake by 32% in Q2 2026, selling an estimated $59.7K and leaving 660 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #279.

Gen-Wealth Partners first reported a position in DGX in Q1 2024 and has held it in 10 quarters since. The position peaked at $311K in Q3 2025. 678 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Gen-Wealth Partners held 660 shares of Quest Diagnostics worth $140K as of Q2 2026.
  • Gen-Wealth Partners sold 304 Quest Diagnostics shares in Q2 2026, an estimated $59.7K.
  • Quest Diagnostics made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #279 holding.
  • Gen-Wealth Partners first reported a position in Quest Diagnostics in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Quest Diagnostics position peaked at $311K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

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