The Analysis of GEN Financial Management, INC.'s Holdings


Currently, GEN Financial Management, INC. holds 44 types of securities in its portfolio with a total value $116.0M. In the most recent quarter, they have increased their positions in VUSB (+6.6K shares, valued at $329.3K), CVX (+1.9K shares, valued at $298.9K), VNQ (+354 shares, valued at $32.4K); decreased their positions in SCHX (-89.5K shares, valued at $2.4M), VIG (-10.5K shares, valued at $2.3M), VIGI (-21.3K shares, valued at $1.9M); initiated new positions in CVX (+1.9K shares, valued at $298.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS90.1K shares-10.41%2025-09-302025-10-15history
SCHX SCHWAB STRATEGIC TR719.3K shares-11.07%2025-09-302025-10-15history
VIGI VANGUARD WHITEHALL FDS201.3K shares-9.56%2025-09-302025-10-15history
COWZ PACER FDS TR199.2K shares-11.24%2025-09-302025-10-15history
VGSH VANGUARD SCOTTSDALE FDS193.1K shares-12.40%2025-09-302025-10-15history
SLYG SPDR SERIES TRUST29.6K shares-7.43%2025-09-302025-10-15history
BND VANGUARD BD INDEX FDS31.0K shares0.64%2025-09-302025-10-15history
VOOG VANGUARD ADMIRAL FDS INC4.6K shares0.00%2025-09-302025-10-15history
Sponsored
VTEB VANGUARD MUN BD FDS38.6K shares-27.38%2025-09-302025-10-15history
DFLV DIMENSIONAL ETF TRUST57.8K shares-4.79%2025-09-302025-10-15history
VUSB VANGUARD BD INDEX FDS37.7K shares21.20%2025-09-302025-10-15history
MDYG SPDR SERIES TRUST20.1K shares-4.53%2025-09-302025-10-15history
DFIS DIMENSIONAL ETF TRUST56.6K shares-5.48%2025-09-302025-10-15history
DFIC DIMENSIONAL ETF TRUST53.0K shares-3.27%2025-09-302025-10-15history
IVV ISHARES TR2.0K shares0.00%2025-09-302025-10-15history
DUHP DIMENSIONAL ETF TRUST30.2K shares-3.33%2025-09-302025-10-15history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-15.70%2025-09-302025-10-15history
DFCF DIMENSIONAL ETF TRUST24.0K shares-3.06%2025-09-302025-10-15history
VT VANGUARD INTL EQUITY INDEX F7.4K shares-15.28%2025-09-302025-10-15history
DFSV DIMENSIONAL ETF TRUST31.6K shares-3.37%2025-09-302025-10-15history
VV VANGUARD INDEX FDS3.2K shares0.00%2025-09-302025-10-15history
VBK VANGUARD INDEX FDS2.9K shares0.83%2025-09-302025-10-15history
SDY SPDR SERIES TRUST6.0K shares0.13%2025-09-302025-10-15history
IVW ISHARES TR6.6K shares-3.01%2025-09-302025-10-15history
Sponsored
MSFT MICROSOFT CORP1.5K shares3.69%2025-09-302025-10-15history
AOA ISHARES TR8.0K shares1.30%2025-09-302025-10-15history
VWO VANGUARD INTL EQUITY INDEX F12.5K shares-8.84%2025-09-302025-10-15history
ITOT ISHARES TR4.1K shares0.00%2025-09-302025-10-15history
AVUV AMERICAN CENTY ETF TR5.4K shares-2.75%2025-09-302025-10-15history
VB VANGUARD INDEX FDS1.9K shares-12.41%2025-09-302025-10-15history
VOT VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-15history
IVE ISHARES TR2.3K shares0.00%2025-09-302025-10-15history
Sponsored
VUG VANGUARD INDEX FDS868 shares-6.36%2025-09-302025-10-15history
VNQ VANGUARD INDEX FDS4.3K shares8.92%2025-09-302025-10-15history
IGSB ISHARES TR6.8K shares-2.85%2025-09-302025-10-15history
PNR PENTAIR PLC3.2K shares0.00%2025-09-302025-10-15history
HON HONEYWELL INTL INC1.5K shares0.00%2025-09-302025-10-15history
AAPL APPLE INC1.2K shares0.32%2025-09-302025-10-15history
IGF ISHARES TR4.9K shares-9.76%2025-09-302025-10-15history
CVX CHEVRON CORP NEW1.9K sharesnew addition2025-09-302025-10-15history
Sponsored
DISV DIMENSIONAL ETF TRUST8.3K shares-13.08%2025-09-302025-10-15history
ACWI ISHARES TR1.8K shares0.00%2025-09-302025-10-15history
AOR ISHARES TR3.5K shares-37.76%2025-09-302025-10-15history
VFL ABRDN NATL MUN INCOME FD13.3K shares0.00%2025-09-302025-10-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available