The Analysis of GEN Financial Management, INC.'s Holdings
Currently, GEN Financial Management, INC. holds 47 types of securities in its portfolio with a total value $158.8M. In the most recent quarter, they have increased their positions in FSMD (+298.7K shares, valued at $13.2M), DFIS (+250.1K shares, valued at $8.2M), VCRB (+102.6K shares, valued at $8.0M); decreased their positions in VIGI (-3.0K shares, valued at $274.3K), AVUV (-1.2K shares, valued at $125.5K), VV (-317 shares, valued at $99.8K); initiated new positions in FSMD (+298.7K shares, valued at $13.2M), VCRB (+102.6K shares, valued at $8.0M), AVMC (+10.1K shares, valued at $714.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS113.4K shares25.91%2025-12-312026-01-15
SCHX SCHWAB STRATEGIC TR895.8K shares24.54%2025-12-312026-01-15 VIGI VANGUARD WHITEHALL FDS198.3K shares-1.49%2025-12-312026-01-15 VGSH VANGUARD SCOTTSDALE FDS232.3K shares20.30%2025-12-312026-01-15 FSMD FIDELITY COVINGTON TRUST298.7K sharesnew addition2025-12-312026-01-15 COWZ PACER FDS TR202.9K shares1.85%2025-12-312026-01-15 DFIS DIMENSIONAL ETF TRUST306.6K shares442.06%2025-12-312026-01-15 VCRB VANGUARD MALVERN FDS102.6K sharesnew addition2025-12-312026-01-15 SLYG SPDR SERIES TRUST29.1K shares-1.80%2025-12-312026-01-15 BND VANGUARD BD INDEX FDS31.1K shares0.15%2025-12-312026-01-15 VTEB VANGUARD MUN BD FDS40.8K shares5.75%2025-12-312026-01-15 VOOG VANGUARD ADMIRAL FDS INC4.6K shares-0.80%2025-12-312026-01-15 DFLV DIMENSIONAL ETF TRUST57.8K shares0.14%2025-12-312026-01-15 MDYG SPDR SERIES TRUST20.8K shares3.59%2025-12-312026-01-15 DFIC DIMENSIONAL ETF TRUST52.9K shares-0.15%2025-12-312026-01-15 IVV ISHARES TR1.9K shares-5.03%2025-12-312026-01-15 DUHP DIMENSIONAL ETF TRUST30.2K shares0.15%2025-12-312026-01-15 VT VANGUARD INTL EQUITY INDEX F7.5K shares1.10%2025-12-312026-01-15 DFSV DIMENSIONAL ETF TRUST31.6K shares-0.07%2025-12-312026-01-15 DFCF DIMENSIONAL ETF TRUST24.0K shares0.07%2025-12-312026-01-15 VV VANGUARD INDEX FDS2.9K shares-9.84%2025-12-312026-01-15 VBK VANGUARD INDEX FDS2.9K shares0.03%2025-12-312026-01-15 AOA ISHARES TR9.7K shares21.29%2025-12-312026-01-15 SDY SPDR SERIES TRUST6.2K shares2.43%2025-12-312026-01-15 IVW ISHARES TR6.5K shares-0.52%2025-12-312026-01-15 MSFT MICROSOFT CORP1.5K shares3.49%2025-12-312026-01-15 AVMC AMERICAN CENTY ETF TR10.1K sharesnew addition2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F12.5K shares-0.43%2025-12-312026-01-15 VBIL VANGUARD INSTL INDEX FD8.2K sharesnew addition2025-12-312026-01-15 ITOT ISHARES TR4.1K shares0.00%2025-12-312026-01-15 IVE ISHARES TR2.3K shares0.00%2025-12-312026-01-15 VOT VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-15 AVUV AMERICAN CENTY ETF TR4.2K shares-22.72%2025-12-312026-01-15 VUG VANGUARD INDEX FDS865 shares-0.35%2025-12-312026-01-15 VNQ VANGUARD INDEX FDS4.2K shares-2.36%2025-12-312026-01-15 AAPL APPLE INC1.3K shares7.15%2025-12-312026-01-15 IGSB ISHARES TR6.8K shares0.00%2025-12-312026-01-15 PNR PENTAIR PLC3.2K shares0.16%2025-12-312026-01-15 DISV DIMENSIONAL ETF TRUST8.3K shares0.00%2025-12-312026-01-15 HON HONEYWELL INTL INC1.6K shares0.58%2025-12-312026-01-15 IGF ISHARES TR4.9K shares0.16%2025-12-312026-01-15 CVX CHEVRON CORP NEW1.9K shares-1.19%2025-12-312026-01-15 ACWI ISHARES TR1.8K shares0.00%2025-12-312026-01-15 AOR ISHARES TR3.6K shares0.97%2025-12-312026-01-15 BROADCOM INC BROADCOM INC650 sharesnew addition2025-12-312026-01-15 VFL ABRDN NATL MUN INCOME FD13.3K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available