Gen Financial Management, Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    plymouth, MN
  • CIK
    0002032497
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

44

$122.30 M
VIG, VIGI, SCHX, VGSH
13F-HR
Jul 18, 2025
000203249725000004

51

$147.60 M
VIG, VIGI, SCHX, VGSH
13F-HR
Apr 16, 2025
000203249725000002

56

$154.07 M
VIG, SCHX, VIGI, VGSH
13F-HR
Jan 24, 2025
000203249725000001