Gen Financial Management, Inc. New Holdings in Q4 2024

Gen Financial Management, Inc.

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
143K
New
N/A
143K $27.9B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.12M
New
$22.4 - $68.28 $25M - $76.2M
1.12M $25.9B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
320K
New
$79.93 - $88.06 $25.6M - $28.2M
320K $25.6B
VGSH
Vanguard

ETFs
337K
New
$58.02 - $58.88 $19.5M - $19.8M
337K $19.6B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
309K
New
$56.06 - $61.35 $17.3M - $19M
309K $17.5B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
64.5K
New
$49.79 - $51.14 $3.21M - $3.3M
64.5K $3.23B
Dimensional ETF Trust
70.6K
New
N/A
70.6K $2.12B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4.64K
New
$340.59 - $380.5 $1.58M - $1.76M
4.64K $1.7B
DFIC
Dimensional ETF Tr Dimensional

ETFs
63.5K
New
$25.61 - $28.0 $1.63M - $1.78M
63.5K $1.64B
IVV
Ishares Core S&P 500 ETF

ETFs
2.5K
New
$570.51 - $610.59 $1.42M - $1.52M
2.5K $1.47B
DUHP
Dimensional ETF Tr Dimensional

ETFs
39.3K
New
$33.62 - $35.69 $1.32M - $1.4M
39.3K $1.33B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
24.2K
New
$51.54 - $52.55 $1.25M - $1.27M
24.2K $1.25B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
29.7K
New
$41.17 - $43.34 $1.22M - $1.29M
29.7K $1.22B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.6K
New
$81.68 - $82.93 $1.19M - $1.21M
14.6K $1.19B
VT
Vanguard Total World Stk Index

ETFs
9.42K
New
$117.09 - $123.07 $1.1M - $1.16M
9.42K $1.11B
Fidelity Ethereum Fd
32.4K
New
N/A
32.4K $1.08B
AOA
Ishares Tr Core Aggressive All

ETFs
13.1K
New
$76.61 - $79.88 $1M - $1.05M
13.1K $1B
UNH
Unitedhealth Group Inc

Healthcare
1.95K
New
$485.52 - $625.25 $947K - $1.22M
1.95K $987M
MSFT
Microsoft Corp

Technology
2.32K
New
$406.35 - $454.46 $942K - $1.05M
2.32K $977M
VV
Vanguard Large Cap ETF

ETFs
3.6K
New
$260.27 - $280.65 $936K - $1.01M
3.6K $970M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
21K
New
$42.33 - $43.3 $889K - $909K
21K $895M
VB
Vanguard Small Cap ETF

ETFs
3.65K
New
$233.76 - $261.58 $853K - $955K
3.65K $877M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.93K
New
$264.18 - $304.19 $774K - $891K
2.93K $820M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.01K
New
$131.66 - $144.0 $791K - $865K
6.01K $794M
CMBS
Ishares Cmbs ETF

ETFs
15.4K
New
$47.09 - $48.64 $724K - $748K
15.4K $726M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.93K
New
$94.43 - $105.47 $655K - $731K
6.93K $704M
AMGN
Amgen Inc

Healthcare
2.5K
New
$258.78 - $328.31 $647K - $821K
2.5K $652M
PH
Parker Hannifin Corp

Industrials
945
New
$621.74 - $709.46 $588K - $670K
945 $601M
MBB
Ishares Tr

ETFs
6.2K
New
$91.26 - $95.82 $566K - $594K
6.2K $569M
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.8K
New
$30.18 - $33.87 $536K - $602K
17.8K $547M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.14K
New
$124.26 - $134.12 $514K - $555K
4.14K $532M
VUG
Vanguard Growth ETF

ETFs
1.29K
New
$378.79 - $428.11 $487K - $550K
1.29K $527M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.89K
New
$241.48 - $274.89 $456K - $520K
1.89K $480M
AAPL
Apple Inc.

Technology
1.85K
New
$221.69 - $259.02 $409K - $478K
1.85K $462M
PNR
Pentair PLC

Industrials
4.43K
New
$95.0 - $109.21 $421K - $483K
4.43K $446M
IVE
Ishares S&P 500 Value ETF

ETFs
2.3K
New
$189.5 - $206.17 $437K - $475K
2.3K $440M
HON
Honeywell International Inc

Industrials
1.67K
New
$202.84 - $236.0 $339K - $395K
1.67K $378M
MMM
3 M CO

Industrials
2.89K
New
$124.74 - $137.12 $361K - $396K
2.89K $373M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.69K
New
$57.32 - $59.66 $326K - $340K
5.69K $326M
Blackrock ETF Trust Ii
6.24K
New
N/A
6.24K $325M
XEL
Xcel Energy Inc

Utilities
4.46K
New
$62.16 - $72.92 $277K - $325K
4.46K $301M
BSX
Boston Scientific Corp

Healthcare
2.98K
New
$83.62 - $91.5 $249K - $273K
2.98K $266M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
New
$180.88 - $232.93 $211K - $271K
1.17K $256M
IBM
International Business Machines Corp

Technology
1.13K
New
$204.9 - $238.04 $232K - $269K
1.13K $249M
ACN
Accenture PLC

Technology
686
New
$343.9 - $376.86 $236K - $259K
686 $241M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.28K
New
$99.0 - $99.5 $225K - $227K
2.28K $226M
TECH
Bio Techne Corp

Healthcare
3.11K
New
$66.37 - $78.17 $206K - $243K
3.11K $224M
BMY
Bristol Myers Squibb CO

Healthcare
3.93K
New
$51.92 - $59.94 $204K - $235K
3.93K $222M
NVDA
Nvidia Corp

Technology
1.64K
New
$117.0 - $148.88 $192K - $244K
1.64K $220M
Activity Summary
Buys All Purchases 56 New Holdings 56 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gen Financial Management, Inc. Portfolio

Follow Gen Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email