Gen-Wealth Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Sell	4,565 -233	-5%	-$116K	0.66%	40
2026 Q1	$2.22M	Sell	4,798 -132	-3%	-$63.9K	0.7%	39
2025 Q4	$2.37M	Sell	4,930 -88	-2%	-$41.6K	0.76%	30
2025 Q3	$2.33M	Sell	5,018 -47	-0.9%	-$21.2K	0.79%	25
2025 Q2	$2.23M	Buy	5,065 +147	+3%	+$61K	0.86%	20
2025 Q1	$2.06M	Buy	4,918 +1,479	+43%	+$640K	0.86%	23
2024 Q4	$1.46M	Buy	3,439 +210	+7%	+$90.9K	0.63%	35
2024 Q3	$1.36M	Sell	3,229 -222	-6%	-$90.2K	0.59%	34
2024 Q2	$1.35M	Buy	3,451 +1,406	+69%	+$546K	0.65%	32
2024 Q1	$813K	Buy	+2,045	New	+$788K	0.4%	53

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gen-Wealth Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.9% in Q2 2026, selling an estimated $116K and leaving 4,565 shares worth $2.38M. The position accounts for 0.66% of the portfolio, ranked #40.

Gen-Wealth Partners first reported a position in DIA in Q1 2024 and has held it in 10 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Gen-Wealth Partners held 4,565 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.38M as of Q2 2026.
Gen-Wealth Partners sold 233 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $116K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.66% of Gen-Wealth Partners's portfolio in Q2 2026, its #40 holding.
Gen-Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 10 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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