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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gen-Wealth Partners's DOW Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Dow Inc (DOW) stake by 0.98% in Q1 2026, selling an estimated $2.79K and leaving 8,860 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #166.

Gen-Wealth Partners first reported a position in DOW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Gen-Wealth Partners held 8,860 shares of Dow Inc worth $369K as of Q1 2026.
Gen-Wealth Partners sold 88 Dow Inc shares in Q1 2026, an estimated $2.79K.
Dow Inc made up 0.12% of Gen-Wealth Partners's portfolio in Q1 2026, its #166 holding.
Gen-Wealth Partners first reported a position in Dow Inc in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Dow Inc position peaked at $1.2M in Q1 2024.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.