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Gen-Wealth Partners’s Doximity DOCS Stock Holding History

Gen-Wealth Partners’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22K Sell
1,061
-195
-16% -$4.31K 0.01% 485
2026
Q1 		$29.3K Sell
1,256
-837
-40% -$26.1K 0.01% 442
2025
Q4 		$92.7K Sell
2,093
-2
-0.1% -$112 0.03% 332
2025
Q3 		$153K Buy
2,095
+25
+1% +$1.63K 0.05% 268
2025
Q2 		$127K Hold
2,070
– – 0.05% 260
2025
Q1 		$120K Hold
2,070
– – 0.05% 255
2024
Q4 		$111K Hold
2,070
– – 0.05% 274
2024
Q3 		$86.9K Buy
+2,070
New +$69K 0.04% 300

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Doximity (DOCS) stake by 16% in Q2 2026, selling an estimated $4.31K and leaving 1,061 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #485.

Gen-Wealth Partners first reported a position in DOCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $153K in Q3 2025. 162 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Gen-Wealth Partners held 1,061 shares of Doximity worth $22K as of Q2 2026.
  • Gen-Wealth Partners sold 195 Doximity shares in Q2 2026, an estimated $4.31K.
  • Doximity made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #485 holding.
  • Gen-Wealth Partners first reported a position in Doximity in Q3 2024 and has held it in 8 quarters since.
  • Gen-Wealth Partners's Doximity position peaked at $153K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

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