GEN Financial Management, INC.

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    plymouth, MN
  • CIK
    0002032497
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

44

$122.30M
VIG, VIGI, SCHX, VGSH
13F-HR
Jul 18, 2025
000203249725000004

51

$147.60M
VIG, VIGI, SCHX, VGSH
13F-HR
Apr 16, 2025
000203249725000002

56

$154.07M
VIG, SCHX, VIGI, VGSH
13F-HR
Jan 24, 2025
000203249725000001
Gen Financial Management, Inc. 13F Filings