GEN Financial Management, INC.
GEN Financial Management, INC. reported 42 positions worth $167.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SCHX (16.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $27.6M | 16.49% | 936,352 | — | — | |
| ▸ 2 | VIG | SH | $27.4M | 16.39% | 115,778 | — | — | |
| ▸ 3 | VIGI | SH | $19.0M | 11.39% | 203,882 | — | — | |
| ▸ 4 | FSMD | SH | $15.7M | 9.40% | 297,441 | — | — | |
| ▸ 5 | VGSH | SH | $13.2M | 7.92% | 227,547 | — | — | |
| ▸ 6 | COWZ | SH | $12.5M | 7.46% | 200,543 | — | — | |
| ▸ 7 | DFIS | SH | $10.9M | 6.54% | 311,963 | — | — | |
| ▸ 8 | VCRB | SH | $9.2M | 5.49% | 118,704 | — | — | |
| ▸ 9 | SLYG | SH | $3.1M | 1.85% | 26,017 | — | — | |
| ▸ 10 | MDYG | SH | $2.8M | 1.66% | 24,683 | — | — |
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Frequently Asked Questions
What stocks does GEN Financial Management, INC. hold as of Q2 2026?
GEN Financial Management, INC. reported 42 positions worth $167.1M in its Q2 2026 13F filing. Largest positions: SCHX (16.5%), VIG (16.4%), VIGI (11.4%), FSMD (9.4%) and VGSH (7.9%).
What did GEN Financial Management, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did GEN Financial Management, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.