13F Filings History of GEN Financial Management, INC.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$158,827,072
Signature - Title
Serena Grunenwald - Client Service Associate
Location
Plymouth, MN
Summary
This page shows a list of all the recent 13F filings made by GEN Financial Management, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GEN Financial Management, INC. reported 47 stock holdings with total value $158,827,072 as of Q4 2025. Top holdings included VIG, SCHX, VIGI, VGSH, and FSMD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $158,827,072 +$43,798,409 -$3,036,822 +$40,761,587 VIG, SCHX, VIGI, VGSH, FSMD 13F-HR 15 Jan 2026, 13:15
Q3 2025 44 $115,990,040 +$720,508 -$12,055,835 -$11,335,327 VIG, SCHX, VIGI, COWZ, VGSH 13F-HR 15 Oct 2025, 17:07
Q2 2025 44 $122,296,359 +$7,364,192 -$40,788,334 -$33,424,142 VIG, VIGI, SCHX, VGSH, COWZ 13F-HR 18 Jul 2025, 15:43
Q1 2025 51 $147,595,023 +$5,360,184 -$10,057,856 -$4,697,672 VIG, VIGI, SCHX, VGSH, COWZ 13F-HR 16 Apr 2025, 11:05
Q4 2024 56 $154,068,158 $0 $0 $0 VIG, SCHX, VIGI, VGSH, COWZ 13F-HR 24 Jan 2025, 16:52