Gen Financial Management, Inc. Portfolio Holdings

Gen Financial Management, Inc.

  • $148 Billion
  • Q1 2025

Gen Financial Management, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $27.4B, Vanguard Whitehall Fds Intl Di with a value of $26.2B, Schwab Strategic Tr Us Large C with a value of $24.6B, Vanguard with a value of $19.5B, and Pacer Fds Tr Us Cash Cows 100 with a value of $16.9B.

Examining the 13F form we can see an decrease of $6.47B in the current position value, from $154B to 148B.

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 $148 Billion
ETFs: $138 Billion
Financial Services: $1.73 Billion
Technology: $1.49 Billion
Healthcare: $1.3 Billion
Industrials: $1.15 Billion
Utilities: $316 Million
Consumer Cyclical: $227 Million
Energy: $224 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $148 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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