Gen Financial Management, Inc. Vanguard Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 2025
A detailed history of Gen Financial Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Gen Financial Management, Inc. holds 331,725 shares of VGSH stock, worth $19.5 Million. This represents 13.19% of its overall portfolio holdings.
Number of Shares
331,725
Previous 336,919
1.54%
Holding current value
$19.5 Million
Previous $19.6 Billion
0.68%
% of portfolio
13.19%
Previous 12.72%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,003Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$645 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$443 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio