Gen-Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-354	Closed	-$34.8K	–	743
2025 Q4	$34.8K	Sell	354 -91	-20%	-$9.06K	0.01%	420
2025 Q3	$44.6K	Hold	445	–	–	0.02%	397
2025 Q2	$42.9K	Hold	445	–	–	0.02%	346
2025 Q1	$44.1K	Hold	445	–	–	0.02%	344
2024 Q4	$44K	Hold	445	–	–	0.02%	374
2024 Q3	$46.9K	Sell	445 -26	-6%	-$2.63K	0.02%	381
2024 Q2	$43.9K	Hold	471	–	–	0.02%	380
2024 Q1	$44.4K	Buy	+471	New	+$43.8K	0.02%	381

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gen-Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 354 shares — an estimated $34.8K sold.

Gen-Wealth Partners first reported a position in RWR in Q1 2024 and held it in 8 quarters. The position peaked at $46.9K in Q3 2024. 258 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

Gen-Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
Gen-Wealth Partners sold 354 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $34.8K.
Gen-Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2024 and held it in 8 quarters.
Gen-Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $46.9K in Q3 2024.
258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

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