Gen Financial Management, Inc. Portfolio Holdings

Gen Financial Management, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $20.6B, Vanguard Whitehall Fds Intl Di with a value of $20.1B, Schwab Strategic Tr Us Large C with a value of $19.8B, Vanguard with a value of $13B, and Pacer Fds Tr Us Cash Cows 100 with a value of $12.4B.

Examining the 13F form we can see an decrease of $25.3B in the current position value, from $148B to 122B.

Gen Financial Management, Inc. is based out at Plymouth, MN

Below you can find more details about Gen Financial Management, Inc. portfolio as well as his latest detailed transactions.