Gen-Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.77K	Hold	250	–	–	﹤0.01%	629
2025 Q4	$3.11K	Hold	250	–	–	﹤0.01%	594
2025 Q3	$3.19K	Hold	250	–	–	﹤0.01%	590
2025 Q2	$3.58K	Hold	250	–	–	﹤0.01%	538
2025 Q1	$3.67K	Hold	250	–	–	﹤0.01%	522
2024 Q4	$3.78K	Hold	250	–	–	﹤0.01%	547
2024 Q3	$3.78K	Hold	250	–	–	﹤0.01%	565
2024 Q2	$3.84K	Hold	250	–	–	﹤0.01%	542
2024 Q1	$3.85K	Buy	+250	New	+$3.76K	﹤0.01%	535

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

Gen-Wealth Partners held its Blue Owl Capital (OBDC) position steady in Q1 2026 at 250 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Gen-Wealth Partners first reported a position in OBDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.85K in Q1 2024. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Gen-Wealth Partners held 250 shares of Blue Owl Capital worth $2.77K as of Q1 2026.
Gen-Wealth Partners left its Blue Owl Capital share count unchanged in Q1 2026.
Blue Owl Capital made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #629 holding.
Gen-Wealth Partners first reported a position in Blue Owl Capital in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Blue Owl Capital position peaked at $3.85K in Q1 2024.
457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

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