Gen Financial Management, Inc. Reduced Holdings in Q3 2025

Gen Financial Management, Inc.

  • $116 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-21.3K
- 9.56%
$86.07 - $90.74 $1.83M - $1.93M
201K $18B
VGSH
Vanguard

ETFs
-27.3K
- 12.4%
$58.43 - $58.88 $1.6M - $1.61M
193K $11.4B
VIG
Vanguard Dividend Appreciation

ETFs
-10.5K
- 10.41%
N/A
90.1K $19.5B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-25.2K
- 11.24%
$55.15 - $58.11 $1.39M - $1.47M
199K $11.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-89.5K
- 11.07%
$24.46 - $26.5 $2.19M - $2.37M
719K $18.9B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-14.6K
- 27.38%
$48.5 - $50.19 $706K - $731K
38.6K $1.93B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-421
- 15.7%
$459.11 - $506.91 $193K - $213K
2.26K $1.14B
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.14K
- 37.76%
$60.99 - $64.39 $130K - $138K
3.52K $227M
VT
Vanguard Total World Stk Index

ETFs
-1.34K
- 15.28%
$128.41 - $138.03 $172K - $185K
7.42K $1.02B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.38K
- 7.43%
$87.69 - $96.0 $209K - $229K
29.6K $2.8B
IGF
Ishares Global Infrastructure

ETFs
-530
- 9.76%
$58.29 - $61.43 $30.9K - $32.6K
4.9K $299M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-755
- 3.06%
$41.8 - $43.15 $31.6K - $32.6K
24K $1.02B
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.25K
- 13.08%
$32.78 - $35.79 $40.8K - $44.6K
8.28K $295M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-198
- 2.85%
$52.39 - $53.11 $10.4K - $10.5K
6.75K $358M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.21K
- 8.84%
$49.43 - $54.52 $60K - $66.2K
12.5K $679M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-3.28K
- 5.48%
$29.65 - $31.77 $97.3K - $104K
56.6K $1.79B
VUG
Vanguard Growth ETF

ETFs
-59
- 6.36%
$433.97 - $484.08 $25.6K - $28.6K
868 $416M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-953
- 4.53%
$87.07 - $93.06 $83K - $88.7K
20.1K $1.84B
Dimensional ETF Trust
-2.91K
- 4.79%
N/A
57.8K $1.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.04K
- 3.33%
$35.76 - $37.93 $37.2K - $39.4K
30.2K $1.14B
AVUV
American Centy ETF Tr Avantis

ETFs
-153
- 2.75%
$90.37 - $102.12 $13.8K - $15.6K
5.42K $539M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.79K
- 3.27%
$30.76 - $33.01 $55.2K - $59.2K
53K $1.74B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.1K
- 3.37%
$29.2 - $32.74 $32.1K - $36K
31.6K $1.01B
IVW
Ishares S&P 500 Growth ETF

ETFs
-204
- 3.01%
$108.97 - $121.65 $22.2K - $24.8K
6.57K $793M
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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