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.

Portfolio value $122 Billion
ETFs: $116 Billion
Financial Services: $1.43 Billion
Technology: $955 Million
Industrials: $689 Million
Healthcare: $241 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $122 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Gen Financial Management, Inc. Portfolio

Follow Gen Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Financial Management, Inc. with notifications on news.