Gen-Wealth Partners Inc DBRG — DIGITALBRIDGE GROUP INC CL A NEW

Ownership history in Gen-Wealth Partners Inc  ·  11 quarters on record

AI Ownership Summary

Gen-Wealth Partners Inc reported DIGITALBRIDGE GROUP INC CL A NEW (DBRG) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows DBRG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DBRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gen-Wealth Partners Inc's position in DIGITALBRIDGE GROUP INC CL A NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DBRG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gen-Wealth Partners Inc held DBRG — position size vs. price
% of Fund (quarterly)    DBRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 85 — 0% 0.00% $1K 2026-11-04 $nan
2026 Q2 UNCHANGED — — — 85 — 0% 0.00% $1K 2026-08-10 $15.93
2026 Q1 UNCHANGED — — — 85 — 0% 0.00% $1K 2026-05-08 $15.62
2025 Q4 UNCHANGED — — — 85 — 0% 0.00% $1K 2026-02-13 $15.39
2025 Q3 UNCHANGED — — — 85 — 0% 0.00% $995 2025-11-14 $9.58
2025 Q2 UNCHANGED — — — 85 — 0% 0.00% $880 2025-08-14 $11.19
2025 Q1 UNCHANGED — — — 85 — 0% 0.00% $750 2025-05-13 $9.08
2024 Q4 UNCHANGED — — — 85 — 0% 0.00% $959 2025-02-14 $10.13
2024 Q3 UNCHANGED — — — 85 — 0% 0.00% $1K 2024-11-13 $12.45
2024 Q2 UNCHANGED — — — 85 — 0% 0.00% $1K 2024-08-13 $12.30
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Gen-Wealth Partners Inc and DBRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gen-Wealth Partners Inc reported owning DBRG?

Gen-Wealth Partners Inc reported DBRG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported DBRG position in Gen-Wealth Partners Inc's portfolio?

The largest reported portfolio weight for DBRG was 0.00% in 2024 Q3.

What is the latest reported DBRG position on this page?

The most recent filing on this page is 2026 Q3, when Gen-Wealth Partners Inc reported 85 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this DBRG ownership page compare?

The chart compares Gen-Wealth Partners Inc's quarterly DBRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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