Gen Financial Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $24.9B, Schwab Strategic Tr Us Large C with a value of $24.1B, Vanguard Whitehall Fds Intl Di with a value of $18.1B, Vanguard with a value of $13.6B, and Fidelity Covington Tr Small Mi with a value of $13.2B.
Examining the 13F form we can see an increase of $42.8B in the current position value, from $116B to 159B.
Gen Financial Management, Inc. is based out at Plymouth, MN
Below you can find more details about Gen Financial Management, Inc. portfolio as well as his latest detailed transactions.
