Gen Financial Management, Inc. Portfolio Holdings
Gen Financial Management, Inc.
- $116 Billion
- Q3 2025
Gen Financial Management, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $19.5B, Schwab Strategic Tr Us Large C with a value of $18.9B, Vanguard Whitehall Fds Intl Di with a value of $18B, Pacer Fds Tr Us Cash Cows 100 with a value of $11.4B, and Vanguard with a value of $11.4B.
Examining the 13F form we can see an decrease of $6.31B in the current position value, from $122B to 116B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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