Gen Financial Management, Inc. Vanguard Transaction History
Gen Financial Management, Inc.
- $159 Billion
- Q4 2025
A detailed history of Gen Financial Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Gen Financial Management, Inc. holds 232,259 shares of VGSH stock, worth $13.6 Million. This represents 8.59% of its overall portfolio holdings.
Number of Shares
232,259
Previous 193,066
20.3%
Holding current value
$13.6 Million
Previous $11.4 Billion
20.05%
% of portfolio
8.59%
Previous 9.8%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
1,073Shares Held
269MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio