Gen Financial Management, Inc. Portfolio Holdings by Sector
Gen Financial Management, Inc.
- $116 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG SCHX VIGI COWZ VGSH SLYG BND VOOG 35 stocks |
$109 Million
97.04% of portfolio
|
  5  
|
  23  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.14 Million
1.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$756,208
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PNR 1 stocks |
$356,648
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$324,381
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$317,016
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$298,934
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VFL 1 stocks |
$136,705
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|