Gen-Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Gen-Wealth Partners’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.7M	Buy	200,701 +10,152	+5%	+$615K	3.68%	2
2025 Q4	$11.6M	Buy	190,549 +27,089	+17%	+$1.63M	3.71%	2
2025 Q3	$9.68M	Buy	163,460 +15,930	+11%	+$904K	3.27%	2
2025 Q2	$8.03M	Buy	147,530 +3,456	+2%	+$173K	3.1%	3
2025 Q1	$7.03M	Buy	144,074 +4,192	+3%	+$215K	2.93%	3
2024 Q4	$7.17M	Buy	139,882 +2,389	+2%	+$123K	3.08%	3
2024 Q3	$6.95M	Buy	137,493 +6,688	+5%	+$319K	3.04%	3
2024 Q2	$6.14M	Buy	130,805 +35,749	+38%	+$1.6M	2.97%	3
2024 Q1	$4.22M	Buy	+95,056	New	+$3.99M	2.09%	4

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Gen-Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.3% in Q1 2026, buying an estimated $615K and bringing the position to 200,701 shares worth $11.7M. The position accounts for 3.68% of the portfolio, ranked #2.

Gen-Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Gen-Wealth Partners held 200,701 shares of BlackRock US Equity Factor Rotation ETF worth $11.7M as of Q1 2026.
Gen-Wealth Partners bought 10,152 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $615K.
BlackRock US Equity Factor Rotation ETF made up 3.68% of Gen-Wealth Partners's portfolio in Q1 2026, its #2 holding.
Gen-Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

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