Gen Financial Management, Inc. Sells in Q2 2025

Gen Financial Management, Inc.

  • $122 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-40.5K
- 28.71%
N/A
101K $20.6B
VGSH
Vanguard

ETFs
-111K
- 33.56%
$58.32 - $58.95 $6.49M - $6.56M
220K $13B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-93.1K
- 29.5%
$75.29 - $91.16 $7.01M - $8.49M
223K $20.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-304K
- 27.3%
$19.6 - $24.44 $5.95M - $7.42M
809K $19.8B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-85.1K
- 27.49%
$47.46 - $55.3 $4.04M - $4.7M
224K $12.4B
UNH
Unitedhealth Group Inc

Healthcare
-1.16K
- 59.97%
$274.35 - $599.47 $318K - $694K
773 $241M
VB
Vanguard Small Cap ETF

ETFs
-1.52K
- 40.53%
$193.73 - $237.37 $294K - $360K
2.22K $527M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-306
- 10.24%
$483.48 - $539.8 $148K - $165K
2.68K $1.3B
AOA
Ishares Tr Core Aggressive All

ETFs
-3.26K
- 29.18%
$69.46 - $83.4 $226K - $272K
7.91K $659M
MSFT
Microsoft Corp

Technology
-952
- 40.34%
$354.56 - $497.45 $338K - $474K
1.41K $700M
AAPL
Apple Inc.

Technology
-545
- 30.52%
$172.42 - $223.89 $94K - $122K
1.24K $255M
IVV
Ishares Core S&P 500 ETF

ETFs
-453
- 18.72%
$498.8 - $620.9 $226K - $281K
1.97K $1.22B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-941
- 2.96%
$72.02 - $73.82 $67.8K - $69.5K
30.9K $2.27B
AOR
Ishares Tr Core Growth Allocat

ETFs
-485
- 7.89%
$53.36 - $61.57 $25.9K - $29.9K
5.66K $348M
VV
Vanguard Large Cap ETF

ETFs
-376
- 10.45%
$228.25 - $285.3 $85.8K - $107K
3.22K $921M
VOT
Vanguard Mid Cap Growth Index

ETFs
-250
- 13.23%
$216.28 - $284.39 $54.1K - $71.1K
1.64K $466M
HON
Honeywell International Inc

Industrials
-127
- 7.61%
$182.86 - $232.88 $23.2K - $29.6K
1.54K $359M
VT
Vanguard Total World Stk Index

ETFs
-892
- 9.24%
$103.16 - $128.52 $92K - $115K
8.76K $1.13B
IGF
Ishares Global Infrastructure

ETFs
-34
- 0.62%
$50.55 - $59.83 $1.72K - $2.03K
5.43K $321M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-5.23K
- 8.7%
$24.94 - $31.15 $130K - $163K
54.8K $1.7B
PNR
Pentair PLC

Industrials
-7
- 0.22%
$76.17 - $103.58 $533 - $725
3.22K $331M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-33
- 0.24%
$39.89 - $49.46 $1.32K - $1.63K
13.7K $680M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.43%
$329.49 - $438.4 $1.32K - $1.75K
927 $406M
IVW
Ishares S&P 500 Growth ETF

ETFs
-32
- 0.47%
$82.96 - $110.1 $2.65K - $3.52K
6.77K $746M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1
- 0.02%
$299.15 - $396.54 $299 - $397
4.61K $1.83B
Activity Summary
Buys All Purchases 10 New Holdings 1 Increased Positions 9 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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