Gen Financial Management, Inc. Purchases and Sells in Q1 2025

Gen Financial Management, Inc.

$148 Billion
Q1 2025

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSV	12.4K + 69.8%	$27.56 - $32.1 $342K - $398K	30.2K $849M
DFIS	2.4K + 28.85%	$23.92 - $26.89 $57.4K - $64.6K	10.7K $277M
AOR	450 + 7.9%	$56.63 - $59.39 $25.5K - $26.7K	6.14K $354M
BLACKROCK ETF TRUST II	351 + 5.62%	N/A	6.59K $345M
VT	232 + 2.46%	$115.08 - $123.97 $26.7K - $28.8K	9.65K $1.12B
VB	91 + 2.49%	$217.89 - $252.64 $19.8K - $23K	3.74K $829M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	31.8K New	$71.17 - $73.66 $2.26M - $2.34M	31.8K $2.34B
VWO	13.8K New	$42.5 - $46.71 $585K - $643K	13.8K $623M
SLYG	4.93K New	$80.73 - $94.96 $398K - $468K	4.93K $409M
VNQ	3.89K New	$85.55 - $94.34 $332K - $367K	3.89K $352M
IGF	5.46K New	$51.96 - $54.84 $284K - $300K	5.46K $299M
MDYG	3.66K New	$77.91 - $92.26 $285K - $338K	3.66K $291M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	-3.73K - 0.33%	$21.75 - $24.28 $81.2K - $90.6K	1.11M $24.6B
IGSB	-17.3K - 71.33%	$51.52 - $52.37 $891K - $905K	6.95K $364M
VIG	-1.55K - 1.09%	N/A	141K $27.4B
VTEB	-8.82K - 13.66%	$49.25 - $50.66 $434K - $447K	55.7K $2.76B
DIMENSIONAL ETF TRUST	-13K - 18.46%	N/A	57.6K $1.76B
DUHP	-8.17K - 20.79%	$32.57 - $35.82 $266K - $293K	31.1K $1.03B

Activity Summary All Purchases 16 New Holdings 8 Increased Positions 8 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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