Gen Financial Management, Inc. Vanguard Transaction History
Gen Financial Management, Inc.
- $116 Billion
- Q3 2025
A detailed history of Gen Financial Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Gen Financial Management, Inc. holds 193,066 shares of VGSH stock, worth $11.3 Million. This represents 9.8% of its overall portfolio holdings.
Number of Shares
193,066
Previous 220,398
12.4%
Holding current value
$11.3 Million
Previous $13 Billion
12.3%
% of portfolio
9.8%
Previous 10.59%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,060Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio