Gen Financial Management, Inc. Purchases in Q4 2025

Gen Financial Management, Inc.

  • $159 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FSMD
Fidelity Covington Tr Small Mi

ETFs
299K
New
$42.34 - $44.12 $12.6M - $13.2M
299K $13.2B
DFIS
Dimensional ETF Tr Dimensional

ETFs
250K
+ 442.06%
$30.89 - $32.15 $7.72M - $8.04M
307K $10.1B
Vanguard Malvern Fds
103K
New
N/A
103K $8B
VIG
Vanguard Dividend Appreciation

ETFs
23.3K
+ 25.91%
N/A
113K $24.9B
SCHX
Schwab Strategic Tr Us Large C

ETFs
176K
+ 24.54%
$25.85 - $27.19 $4.56M - $4.8M
896K $24.1B
VGSH
Vanguard

ETFs
39.2K
+ 20.3%
$58.64 - $58.96 $2.3M - $2.31M
232K $13.6B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.68K
+ 1.85%
$55.63 - $58.98 $205K - $217K
203K $12.3B
American Centy ETF Tr
10.1K
New
N/A
10.1K $714M
Vanguard Instl Index Fd
8.17K
New
N/A
8.17K $616M
AVGO
Broadcom Inc.

Technology
650
New
$324.63 - $385.98 $211K - $251K
650 $225M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.22K
+ 5.75%
$49.98 - $50.59 $111K - $112K
40.8K $2.05B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
722
+ 3.59%
$88.9 - $93.29 $64.2K - $67.4K
20.8K $1.92B
Dimensional ETF Trust
82
+ 0.14%
N/A
57.8K $1.98B
AAPL
Apple Inc.

Technology
89
+ 7.15%
$245.27 - $275.25 $21.8K - $24.5K
1.33K $363M
VT
Vanguard Total World Stk Index

ETFs
82
+ 1.1%
$135.16 - $141.78 $11.1K - $11.6K
7.5K $1.06B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
146
+ 2.43%
$136.06 - $140.64 $19.9K - $20.5K
6.16K $858M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.03%
$291.71 - $309.36 $292 - $309
2.91K $879M
DUHP
Dimensional ETF Tr Dimensional

ETFs
45
+ 0.15%
$37.18 - $38.47 $1.67K - $1.73K
30.2K $1.15B
AOR
Ishares Tr Core Growth Allocat

ETFs
34
+ 0.97%
$63.43 - $65.6 $2.16K - $2.23K
3.56K $231M
IGF
Ishares Global Infrastructure

ETFs
8
+ 0.16%
$60.97 - $62.49 $488 - $500
4.91K $301M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.13%
$475.68 - $513.11 $1.43K - $1.54K
2.26K $1.14B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17
+ 0.07%
$42.71 - $43.27 $726 - $736
24K $1.02B
BND
Vanguard Bd Index Fd Inc Total

ETFs
47
+ 0.15%
$74.09 - $75.1 $3.48K - $3.53K
31.1K $2.3B
PNR
Pentair PLC

Industrials
5
+ 0.16%
$104.33 - $112.36 $522 - $562
3.23K $336M
HON
Honeywell International Inc

Industrials
9
+ 0.58%
$194.07 - $220.67 $1.75K - $1.99K
1.55K $302M
MSFT
Microsoft Corp

Technology
51
+ 3.49%
$496.82 - $542.07 $25.3K - $27.6K
1.51K $731M
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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