Gen Financial Management, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationplymouth, MN
- CIK0002032497
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
47 | $158.83M | VIG, SCHX, VIGI, VGSH | 13F-HR | Jan 15, 2026 | 000203249726000001 | ||
44 | $115.99M | VIG, SCHX, VIGI, COWZ | 13F-HR | Oct 15, 2025 | 000203249725000006 | ||
44 | $122.3M | VIG, VIGI, SCHX, VGSH | 13F-HR | Jul 18, 2025 | 000203249725000004 | ||
51 | $147.6M | VIG, VIGI, SCHX, VGSH | 13F-HR | Apr 16, 2025 | 000203249725000002 | ||
56 | $154.07M | VIG, SCHX, VIGI, VGSH | 13F-HR | Jan 24, 2025 | 000203249725000001 |