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Gen-Wealth Partners’s DaVita DVA Stock Holding History

Gen-Wealth Partners’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
962
-54
-5% -$9.81K 0.06% 232
2026
Q1 		$156K Buy
1,016
+136
+15% +$18.4K 0.05% 268
2025
Q4 		$100K Buy
880
+80
+10% +$9.73K 0.03% 324
2025
Q3 		$106K Buy
+800
New +$110K 0.04% 315

Other funds holding DVA

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $12.6B AUM 41.69% 1-Year Est. Return

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

Gen-Wealth Partners reduced its DaVita (DVA) stake by 5.3% in Q2 2026, selling an estimated $9.81K and leaving 962 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #232.

Gen-Wealth Partners first reported a position in DVA in Q3 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Gen-Wealth Partners held 962 shares of DaVita worth $214K as of Q2 2026.
  • Gen-Wealth Partners sold 54 DaVita shares in Q2 2026, an estimated $9.81K.
  • DaVita made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Gen-Wealth Partners first reported a position in DaVita in Q3 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

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