Gen Financial Management, Inc. Vanguard Total World Stk Index Transaction History

Gen Financial Management, Inc.

$159 Billion
Q4 2025

A detailed history of Gen Financial Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Gen Financial Management, Inc. holds 7,503 shares of VT stock, worth $1.04 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

7,503

Previous 7,421 1.1%

Holding current value

$1.04 Million

Previous $1.02 Billion 3.5%

% of portfolio

0.67%

Previous 0.88%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$135.16 - $141.78 $11,083 - $11,625	82 Added 1.1%	7,503 $1.06 Billion
Q3 2025 Oct 15, 2025	SELL	$128.41 - $138.03 $171,812 - $184,684	-1,338 Reduced 15.28%	7,421 $1.02 Billion
Q2 2025 Jul 18, 2025	SELL	$103.16 - $128.52 $92,018 - $114,639	-892 Reduced 9.24%	8,759 $1.13 Billion
Q1 2025 Apr 16, 2025	BUY	$115.08 - $123.97 $26,698 - $28,761	232 Added 2.46%	9,651 $1.12 Billion
Q4 2024 Jan 24, 2025	BUY	$117.09 - $123.07 $1.1 Million - $1.16 Million	9,419 New	9,419 $1.11 Billion

Others Institutions Holding VT

# of Institutions

1,221

Shares Held

119M

Call Options Held

251K

Put Options Held

87.2K

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Gen Financial Management, Inc. Vanguard Total World Stk Index Transaction History