Gen-Wealth Partners’s Diamond Hill DHIL Stock Holding History

Gen-Wealth Partners’s Portfolio DHIL Stock Details DHIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21	Closed	-$2.96K	–	698
2025 Q3	$2.96K	Buy	+21	New	+$3.07K	﹤0.01%	593

Other funds holding DHIL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Gen-Wealth Partners's DHIL Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Diamond Hill (DHIL) in Q4 2025, closing a stake of 21 shares — an estimated $2.96K sold.

Gen-Wealth Partners first reported a position in DHIL in Q3 2025 and held it in 1 quarter. The position peaked at $2.96K in Q3 2025. 156 funds tracked by Wall St. Rank hold DHIL as of Q4 2025.

Gen-Wealth Partners reported no remaining Diamond Hill position as of Q4 2025 after selling out during the quarter.
Gen-Wealth Partners sold 21 Diamond Hill shares in Q4 2025, an estimated $2.96K.
Gen-Wealth Partners first reported a position in Diamond Hill in Q3 2025 and held it in 1 quarter.
Gen-Wealth Partners's Diamond Hill position peaked at $2.96K in Q3 2025.
156 funds tracked by Wall St. Rank held Diamond Hill as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.