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Disclosery

GEN Financial Management, INC.: AOR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GEN Financial Management, INC. on AOR, newest first. How the timeline and the estimate are built.

GEN Financial Management, INC. held 4,568 AOR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,568 shares
    Change vs previous 13F +358 shares

    0.17% of the 13F portfolio, value $313,000.

    13F-HR 0002032497-26-000006 filed by GEN Financial Management, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,210 shares
    Change vs previous 13F -377 shares

    0.18% of the 13F portfolio, value $292,595.

    13F-HR 0002032497-26-000004 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,587 shares
    Change vs previous 13F +1,031 shares

    0.18% of the 13F portfolio, value $295,174.

    13F-HR 0002032497-26-000003 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,556 shares
    Change vs previous 13F +34 shares

    0.15% of the 13F portfolio, value $231,176.

    13F-HR 0002032497-26-000001 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,522 shares
    Change vs previous 13F -2,137 shares

    0.2% of the 13F portfolio, value $226,747.

    13F-HR 0002032497-25-000006 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 5,659 shares
    Change vs previous 13F -485 shares

    0.28% of the 13F portfolio, value $348,425.

    13F-HR 0002032497-25-000004 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,144 shares
    Change vs previous 13F +450 shares

    0.24% of the 13F portfolio, value $353,711.

    13F-HR 0002032497-25-000002 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,694 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $326,381.

    13F-HR 0002032497-25-000001 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).