GG
GenWealth Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
+47,338
| New | +$20.9M | 4.21% | 10 |
|
|
2025
Q1 | – | Sell |
-46,269
| Closed | -$19.7M | – | 72 |
|
|
2024
Q4 | $19.7M | Buy |
46,269
+214
| +0.5% | +$91.1K | 4.48% | 8 |
|
|
2024
Q3 | $19.5M | Buy |
46,055
+793
| +2% | +$336K | 4.48% | 7 |
|
|
2024
Q2 | $17.7M | Buy |
45,262
+502
| +1% | +$196K | 4.36% | 8 |
|
|
2024
Q1 | $17.8M | Buy |
44,760
+2,566
| +6% | +$1.02M | 4.49% | 9 |
|
|
2023
Q4 | $15.9M | Buy |
42,194
+78
| +0.2% | +$29.4K | 4.39% | 8 |
|
|
2023
Q3 | $14.1M | Buy |
42,116
+140
| +0.3% | +$46.9K | 4.28% | 9 |
|
|
2023
Q2 | $14.4M | Buy |
41,976
+809
| +2% | +$278K | 4.15% | 9 |
|
|
2023
Q1 | $13.7M | Buy |
41,167
+228
| +0.6% | +$75.8K | 4.19% | 9 |
|
|
2022
Q4 | $13.6M | Buy |
+40,939
| New | +$13.6M | 4.44% | 6 |
|
|
2022
Q2 | – | Sell |
-44,462
| Closed | -$15.4M | – | 58 |
|
|
2022
Q1 | $15.4M | Buy |
44,462
+622
| +1% | +$216K | 4.28% | 12 |
|
|
2021
Q4 | $15.9M | Buy |
43,840
+359
| +0.8% | +$130K | 4.31% | 10 |
|
|
2021
Q3 | $14.7M | Buy |
43,481
+385
| +0.9% | +$130K | 4.31% | 12 |
|
|
2021
Q2 | $14.9M | Buy |
43,096
+1,100
| +3% | +$379K | 4.38% | 12 |
|
|
2021
Q1 | $13.9M | Buy |
41,996
+1,211
| +3% | +$400K | 4.4% | 9 |
|
|
2020
Q4 | $12.5M | Sell |
40,785
-5,768
| -12% | -$1.76M | 4.13% | 13 |
|
|
2020
Q3 | $13.2M | Sell |
46,553
-2,595
| -5% | -$734K | 4.76% | 7 |
|
|
2020
Q2 | $12.6M | Buy |
+49,148
| New | +$12.6M | 4.91% | 7 |
|
|
2020
Q1 | – | Sell |
-47,007
| Closed | -$13.4M | – | 58 |
|
|
2019
Q4 | $13.4M | Buy |
47,007
+1,135
| +2% | +$324K | 5.19% | 10 |
|
|
2019
Q3 | $12.3M | Sell |
45,872
-364
| -0.8% | -$98K | 5.13% | 9 |
|
|
2019
Q2 | $12.4M | Buy |
46,236
+1,412
| +3% | +$378K | 5.27% | 9 |
|
|
2019
Q1 | $11.8M | Buy |
+44,824
| New | +$11.8M | 5.32% | 10 |
|
|
2018
Q4 | – | Sell |
-44,725
| Closed | -$12M | – | 61 |
|
|
2018
Q3 | $12M | Buy |
44,725
+639
| +1% | +$171K | 5.51% | 9 |
|
|
2018
Q2 | $10.7M | Buy |
+44,086
| New | +$10.7M | 5.23% | 10 |
|
|
2018
Q1 | – | Sell |
-53,041
| Closed | -$13.9M | – | 61 |
|
|
2017
Q4 | $13.9M | Buy |
53,041
+431
| +0.8% | +$113K | 6.97% | 5 |
|
|
2017
Q3 | $11.8M | Sell |
52,610
-6,148
| -10% | -$1.38M | 7.05% | 6 |
|
|
2017
Q2 | $12.5M | Buy |
+58,758
| New | +$12.5M | 8.44% | 3 |
|