Gen Financial Management, Inc. Ishares Tr Core Aggressive All Transaction History

Gen Financial Management, Inc.

$159 Billion
Q4 2025

A detailed history of Gen Financial Management, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Gen Financial Management, Inc. holds 9,714 shares of AOA stock, worth $862,700. This represents 0.55% of its overall portfolio holdings.

Number of Shares

9,714

Previous 8,009 21.29%

Holding current value

$862,700

Previous $706 Million 23.24%

% of portfolio

0.55%

Previous 0.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$86.51 - $90.12 $147,499 - $153,654	1,705 Added 21.29%	9,714 $870 Million
Q3 2025 Oct 15, 2025	BUY	$82.71 - $88.14 $8,519 - $9,078	103 Added 1.3%	8,009 $706 Million
Q2 2025 Jul 18, 2025	SELL	$69.46 - $83.4 $226,231 - $271,633	-3,257 Reduced 29.18%	7,906 $659 Million
Q1 2025 Apr 16, 2025	SELL	$75.7 - $80.01 $145,646 - $153,939	-1,924 Reduced 14.7%	11,163 $854 Million
Q4 2024 Jan 24, 2025	BUY	$76.61 - $79.88 $1 Million - $1.05 Million	13,087 New	13,087 $1 Billion

Others Institutions Holding AOA

# of Institutions

417

Shares Held

9.26M

Call Options Held

4.9K

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Financial Management, Inc. with notifications on news.

Account

Gen Financial Management, Inc. Ishares Tr Core Aggressive All Transaction History