Gen Financial Management, Inc. Vanguard Transaction History
Gen Financial Management, Inc.
- $122 Billion
- Q2 2025
A detailed history of Gen Financial Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Gen Financial Management, Inc. holds 220,398 shares of VGSH stock, worth $12.9 Million. This represents 10.59% of its overall portfolio holdings.
Number of Shares
220,398
Previous 331,725
33.56%
Holding current value
$12.9 Million
Previous $19.5 Billion
33.46%
% of portfolio
10.59%
Previous 13.19%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,044Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$512 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$392 Million0.06% of portfolio