Gen Financial Management, Inc. Portfolio Holdings

Gen Financial Management, Inc.

  • $159 Billion
  • Q4 2025

Gen Financial Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $24.9B, Schwab Strategic Tr Us Large C with a value of $24.1B, Vanguard Whitehall Fds Intl Di with a value of $18.1B, Vanguard with a value of $13.6B, and Fidelity Covington Tr Small Mi with a value of $13.2B.

Examining the 13F form we can see an increase of $42.8B in the current position value, from $116B to 159B.

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.

Portfolio value $159 Billion
ETFs: $144 Billion
Technology: $1.32 Billion
Financial Services: $1.27 Billion
Industrials: $638 Million
Energy: $290 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $159 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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