Institutions / GEN Financial Management, INC.

GEN Financial Management, INC.

CIK 2032497 · Institution · as of Dec 31, 2025

Portfolio value

$158.83M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 47 →

Company	Class	Value	Shares	% of portfolio
Vanguard Specialized Funds	—	$24.93M	113,422	15.7%
Schwab Strategic Tr	—	$24.11M	895,830	15.2%
Vanguard Whitehall Fds	—	$18.13M	198,291	11.4%
Vanguard Scottsdale Fds	—	$13.64M	232,259	8.6%
Fidelity Covington Trust	—	$13.18M	298,664	8.3%
Pacer Fds Tr	—	$12.25M	202,860	7.7%
Dimensional ETF Trust	—	$10.10M	306,628	6.4%
Vanguard Malvern Fds	—	$8.00M	102,641	5.0%
SPDR Series Trust	—	$2.74M	29,113	1.7%
Vanguard Bd Index Fds	—	$2.30M	31,094	1.5%
Vanguard Mun Bd Fds	—	$2.05M	40,842	1.3%
Vanguard Admiral Fds Inc	—	$2.03M	4,576	1.3%
Dimensional ETF Trust	—	$1.98M	57,839	1.2%
SPDR Series Trust	—	$1.92M	20,812	1.2%
Dimensional ETF Trust	—	$1.82M	52,933	1.1%
iShares Tr	—	$1.28M	1,868	0.8%
Dimensional ETF Trust	—	$1.15M	30,198	0.7%
Warren E. Buffett	—	$1.14M	2,263	0.7%
Vanguard Intl Equity Index F	—	$1.06M	7,503	0.7%
Dimensional ETF Trust	—	$1.04M	31,567	0.7%
Dimensional ETF Trust	—	$1.02M	23,968	0.6%
Vanguard Index Fds	—	$914.2K	2,904	0.6%
Vanguard Index Fds	—	$878.8K	2,909	0.6%
iShares Tr	—	$870.0K	9,714	0.5%
SPDR Series Trust	—	$857.6K	6,163	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.