GEN Financial Management, INC. - Portfolio overview

GEN Financial Management, INC. has 53 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 14.92%
2. SCHX - SCHWAB STRATEGIC TR, 14.57%
3. VIGI - VANGUARD WHITEHALL FDS, 10.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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