Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $407 Billion
  • Prior Value $372 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track All Gen Financial Advisors, Inc. Portfolio

Follow All Gen Financial Advisors, 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 All Gen Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on All Gen Financial Advisors, Inc. with notifications on news.