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Gen-Wealth Partners’s Dow Inc DOW Stock Holding History

Gen-Wealth Partners’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Sell
8,217
-643
-7% -$23.3K 0.06% 229
2026
Q1 		$369K Sell
8,860
-88
-1% -$2.79K 0.12% 166
2025
Q4 		$209K Buy
8,948
+1,856
+26% +$42.7K 0.07% 255
2025
Q3 		$163K Buy
7,092
+6,273
+766% +$156K 0.05% 265
2025
Q2 		$21.7K Sell
819
-1,734
-68% -$50.4K 0.01% 409
2025
Q1 		$89.2K Sell
2,553
-217
-8% -$8.33K 0.04% 283
2024
Q4 		$111K Sell
2,770
-19,500
-88% -$910K 0.05% 273
2024
Q3 		$1.1M Buy
22,270
+976
+5% +$51.5K 0.48% 45
2024
Q2 		$1.13M Buy
21,294
+579
+3% +$33.1K 0.55% 41
2024
Q1 		$1.2M Buy
+20,715
New +$1.14M 0.6% 40

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Dow Inc (DOW) stake by 7.3% in Q2 2026, selling an estimated $23.3K and leaving 8,217 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #229.

Gen-Wealth Partners first reported a position in DOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2024. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Gen-Wealth Partners held 8,217 shares of Dow Inc worth $225K as of Q2 2026.
  • Gen-Wealth Partners sold 643 Dow Inc shares in Q2 2026, an estimated $23.3K.
  • Dow Inc made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Gen-Wealth Partners first reported a position in Dow Inc in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Dow Inc position peaked at $1.2M in Q1 2024.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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