Gen Financial Management, Inc. Portfolio Holdings by Sector
Gen Financial Management, Inc.
- $122 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG VIGI SCHX VGSH COWZ SLYG VTEB BND 35 stocks |
$116 Million
97.21% of portfolio
|
  8  
|
  20  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.3 Million
1.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$700,354
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$358,869
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PNR 1 stocks |
$330,566
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$254,616
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$241,299
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
VFL 1 stocks |
$128,710
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|