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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return